Account Reconciliation Pull R-Doc Question
Does anyone know if when you Pull R-Doc data forward such as spreadsheets, if it is just linked to the original file or it makes another copy? Trying to determine if this is taking up more storage space.
Forum Posts
Account Reconciliations - Audit Summary Report
When you download the Audit support out of the tool, by way of the "Audit" button, I have noticed that it does not include Child Rec accounts in the summary PDF. This would be something nice to have as support for what is included in the reconciliati...
Account Reconciliations Best Practices
I am looking to connect with any OneStream Account Reconciliation users/admins. We recently implemented the solution and I would love to share best practices and tips & tricks.
RCM XFBR complete rule for R-doc or I-doc attachment required setting
There is an RCM setting called R-doc required. This toggle specifies whether or not to require an R-doc to be attached in order for a reconciliation to be completed. I would like to expand this functionality to also look at I-docs. This way, in order...
Ledger Reconciliations
My background is with HFM and BlackLine, so I am still learning the ropes with OneStream. Does the Account Recs module allow for ledger to OneStream reconciliations? I'd really like to manage our ledger reconciliation process in OneStream if possible...
