Custom Segmentation

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

Name Segments

1. Click on the Firm Clients tab and select the client you intend to edit

2. Click on the Admin Actions dropdown and select Edit

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

Add Segment Options

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.