Forum Discussion

KatS's avatar
KatS
New Contributor
3 years ago

Account instructions in FAB

Hi,

We would like to have account instructions in one place like a manual on how each account in the Balance Sheet and Income Statement etc. should be used.

Are there anyone that has tried to incorporate that into Onetream?

Like below:

All suggestions highly appreciated 

 

  • You could put the Detailed Description of usage in one of the Text properties.  the Text properties can vary by ScenarioType/Time, which could allow the instructions to similarly vary if ever needed.

    • That is a better idea, you could then create a UD8 member to show this in a cube view if needed.

  • You could load that into a table in OS. You can then show that as an instruction button on dashboards.