How do you manage recurring journal entries?
Hello! How do you manage recurring journal entries? We go through a manual process where we pull the JE data out of OS, manipulate the information into a text file and load the text file to create ...
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Hi Henning,
Thanks for the info. Any thoughts on where to go to access the dashboard someone else might've already created? No sense in reinventing the wheel since I imagine a recurring JE dashboard would be pretty standard across customers.
Also, I'm unsure if you're a OS employee - if you are and if you have knowledge in this area, is the dashboard something OS would be standardizing and sharing?
Thanks!
Hi Nicole,
yes, I am a OneStream employee. A journal copy dashboard is not among the solutions downloadable at the Marketplace (as of now), i.e. not officially released and / or standardized.
Not sure if you are a customer or a consulting partner. Assuming you are a customer, I would inquire with your consulting partner to see whether they have implemented this in the past already and may pass it on to you as well. Or, you can also open a support ticket (support@onestreamsoftware.com) and get in touch with the Advanced Application Solution (AAS) team to discuss with them if they can tailor this according to your needs.