NetAsset training — lessons

Raw lesson files. This origin exists so the portal and the Capacity articles can both point at one copy of each lesson.

This is not the course. Learners go to netgain.media, which serves these same files, tracks completion and shows firm progress. Nothing here records anything.

Module 0 — Orientation

Finding your way aroundO1 How NetAsset thinksO2 · withheld from the course

Module 1 — Setting up a client

Create a clientC1 Set up a client — segments, alternate schedules, year endA1 Build a client type templateC2 · withheld from the course Segment labels and optionsC3 · withheld — merged into A1 Fiscal year end and custom calendarsC4 · withheld — covered by A1

Module 2 — Getting assets in

Record a transactionL1 Create an assetL2 Group transactions into one assetL3 Correct a pending assetL4 Import many assets from a spreadsheetL5

Module 3 — People and access

Add a user and grant the right accessU1

Module 4 — Bulk data

Bulk upload — new assets and updatesB1

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