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grantvoisard's avatar
19 hours ago

T-Doc for Account Reconciliations

Hello, our company recently adopted OneStream for our account reconciliation tool. Our current process is that the account reconciliations are tracked within excel. 

My current issue is that for one account, I am reconciling multiple entities within one excel document. I want to be able to integrate these T-docs within my excel file for easy upload to OneStream. Whenever I do this for one entity, it seems to work well. However, if I add multiple T-Docs, OneStream seems to only pull the first T-Doc within the file instead of looking at the unique identifiers to pull the correct T-Doc. Is there a solution to this?

Thanks!

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