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Account instructions in FAB

KatS
New Contributor

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:

KatS_0-1647505796331.png

All suggestions highly appreciated 

 

3 REPLIES 3

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

rhankey
New Contributor II

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.