Custom Segmentation
  • 20 Sep 2023
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Custom Segmentation

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Article Summary

Purpose

NetLease users can create custom segments and details to more precisely track their lease accounting portfolios if desired. The custom segments will flow into the Journal Entry reports, Disclosure reports, and general reporting filters. Commons segments include subsidiary, location, department, & company.

Steps

1. Click on the Admin tab

2. Click on the Admin Actions dropdown and click Edit

3. Under the Setup subtab, name up to four custom segment categories. Click Update to create the segment categories. 

4. Click on the Admin Action dropdown and select Edit


5. Select the newly created Segment subtabs, and enter the values that will be associated with each segment category. Click Update to save your changes.



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