Workflow and Data Integration
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Resolved! Transaction Matching - Load/Match Data Daily

Hello!We're implementing Transaction Matching and we have a use case to load transactions on a daily basis and run matching each day. Our TXM scenario has 12 periods, but we're finding that once the data in the Import step loads to the data set and t...

kchampion by New Contributor II
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XFJ - Excel Import Journal Template

I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template . "Is "Balanced By Entity" not the correct selection...

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twn1 by New Contributor II
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