Chart of Account Tags allows users to filter accounts by investment types and is useful when producing reports that display asset allocations, such as the Investment Strategy Comparison Report and Detailed Investment Strategy Comparison Report.
|From the Main Toolbar, go to Accounting.||
|Select Chart of accounts from the list.||
Select the sub-account of the investment by checking the box, then from the drop-down list under Tag as, select one of the asset categories. (e.g. Direct Property)
Select to finalise.
Choose any one of the system tags.
- Aus Shares
- Inter Shares
- Fixed Int Aus
- Fixed Int Inter
- Direct Prop
- Listed Prop
Note: Only one system tag can be attached to an account.
Users can also create custom tags
Enter the tag title, and choose a tag colour
Note: Multiple custom tags can be attached to an account.