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KatS
Newcomer
March 17, 2022

Account instructions in FAB

  • March 17, 2022
  • 2 replies
  • 0 views

Hi,

We would like to have account instructions in one place like a manual on how each account in the Balance Sheet and Income Statement etc. should be used.

Are there anyone that has tried to incorporate that into Onetream?

Like below:

KatS_0-1647505796331.png

All suggestions highly appreciated 

 

2 replies

C
ckattookaran
Newcomer
March 17, 2022

You could load that into a table in OS. You can then show that as an instruction button on dashboards. 

    R
    rhankey
    Newcomer
    March 17, 2022

    You could put the Detailed Description of usage in one of the Text properties.  the Text properties can vary by ScenarioType/Time, which could allow the instructions to similarly vary if ever needed.

      C
      ckattookaran
      Newcomer
      March 17, 2022

      That is a better idea, you could then create a UD8 member to show this in a cube view if needed.

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