OneStream Tax Provision

Knowledge Base Articles

Workflow Templates

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 158. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Workflow Profiles" Workflow Templates There are templ...

RobDessureault_0-1708024381234.png RobDessureault_1-1708024404714.png RobDessureault_2-1708024458477.png RobDessureault_3-1708024485567.png

Workflow Profiles

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 149. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Workflow Templates" Tax Provision Blueprint includes ...

RobDessureault_0-1707311181239.png RobDessureault_0-1708022914926.png RobDessureault_1-1708022923550.png RobDessureault_2-1708022968489.png

Sample Workflow Upload Template

Attached is a one tab Excel file that has a sample Workflow Upload template. It is OneStream's "Workflow Hierarchy Builder" that has been updated with sample Tax Provision Blueprint metadata. If you have a lot of WF's to create, this may be a good so...

RobDessureault_0-1705590502184.png