Set up OneStream Software Financial Close

The first time you run the solution, you are guided through the table setup process. You can perform the setup process from any of the solutions in OneStream Financial Close.

Click OnePlace > Dashboards > Account Reconciliations > Account Reconciliations.

Create Tables

  1. Click Step 1: Setup Tables
    This step may be necessary when upgrading even if tables already exist. OneStream Financial Close does not drop any tables that already exist but modifies table structures and adds new ones if necessary.

    NOTE: This step sets up tables for all solutions in OneStream Financial Close regardless of which dashboard you are in.

    2. When setup is complete, click Step 2: Launch Solution to open the solution.

Turning Off Dashboards

If you are not using a one of the solutions, you can turn off the dashboard for the solution.

  1. Go to Application Workspaces> Dashboard Profiles.

  2. From Dashboard Profiles, select the dashboard that you want to turn off.

  3. Change Visibility to Never and click Save.