We are using what I thought would be a simple setup:We use the explicit day map as we have a relatively short close and each task is assigned to a holiday profile as shown above. It works to skip the holiday, but every task set to day 3 or after is t...
Is there examples of the necessary syntax to write a custom filter for transaction matching? I keep getting errors when trying to write filters like this: A5 startswith 'text' or A5 contains [text].Error i get is: Missing operand after 'startswith' o...
How to create the Groups in Account Reconciliation? I tried creating but it doesn't show any child and its not in process as well. its not pulling any child accounts
The standard status of reconciliations in the system is set to "In Process" is there a way to have each one set to a "Not Started" status? Similar to how it is in Task Manager. This way it allows managers to quickly view the progress their team is ma...
New Course Announcement - OneStream MarketPlace: Implementing OFC Account Reconciliations Navigator Passport Holders can now take the new OFC Account reconciliation course. Not a Passport holder, reach out to Training for details.
