When creating Fund Statements, allow for multiple categories to be filtered
When we generate fund statements, we're now only able to filter by selecting one of 4 fund fields: Group, Subgroup, Division, and Segment. It would help if we could filter based on more than 1 of those fields at the same time.
This enhancement would allow us to simplify our fund coding and create better batches of funds statements.
Bryant Phillips
shared this idea
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Michele McKinney
commented
Need ability to select by Fund sub-group as well as Fund Group, there is also Fund Division and Fund Segment. We have different investment portfolios that cross Fund Groups, hence we need to be able to select the sub-group as well. Please fix this, it used to function this way before the last updates.