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"TB First" in Strategic Modeling

in Planning 3 comments

Summary:

Help with "TB First" option in Strategic Modeling

Content (required):

I'm trying to create a custom schedule in SM which includes opening balances, net activity, and closing balances using memo accounts. I see that we can tag the custom accounts to perform "TB Flow", "TB Average" and "TB Last" using the below options, but I'm not seeing an option to set up the memo account as "TB First". Is there an option in SM to flow the first-period values to its parent periods for opening balance accounts?

Version (include the version you are using, if applicable):

23.06.4

Code Snippet (add any code snippets that support your topic, if applicable):

Tagged:

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