03-17-2022 04:34 AM - last edited on 05-03-2023 09:19 AM by JackLacava
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
03-17-2022 11:21 AM
You could load that into a table in OS. You can then show that as an instruction button on dashboards.
03-17-2022 01:25 PM
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.
03-17-2022 01:29 PM
That is a better idea, you could then create a UD8 member to show this in a cube view if needed.