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Excel Addin TIP: To customize your OneStream Ribbon - Separate button Save Worksheet and Refresh

How to customize the OneStream Excel Addin Ribbon. In Excel, go to File > OptionsSelect Customize RibbonSelect MainSelect the OneStream Tab on the left – that is the source of all the buttonsSelect the Onestream Ribbon on the right – that is your tar...

RCM Acct Rec Reporting with multiple levels of approvals

Hi all,We recently added level 2 approvals to account recs but now can’t figure out the best way to report on these levels. Is there a report/pivot that you use to show which recs are still outstanding for level 2 approvals? The best thing solution w...