I would like to suggest adding labels to cash accounts in order to be able to preclude a cash account when running reports.
We have our portfolio’s sorted by Asset class and run our reporting via legal entity using labels allocated to each legal entity. We currently cannot exclude the cash accounts from any report as they are unable to be applied to an entity via label.
Thanks.
Thanks for the feedback @AllieS23. You want to understand the allocation to each asset class ex-cash accounts, is that correct?
Yes correct. If I could apply labels to the cash accounts it would solve all my problems.
1 Like
Got it thanks @AllieS23