Featured Videos

Here you can access quick product tours, orient yourself with new capabilities, and learn about the Platform enhancements requested on IdeaStream provided in this release.

Suggest and Support Enhancements on IdeaStream

Learn how to submit and support ideas for product enhancement on ONECommunity, collaboratively helping to shape the product landscape across key domains (2:56).

Go to ONECommunity to review or propose ideas for product enhancements.

Requested IdeaStream Enhancements in This Release

You spoke, we listened. This release provides several enhancements submitted on ONECommunity. You can now add Complete and Revert workflow buttons, input aggregated data with a flow using a different input currency, and view account descriptions next to plug accounts in the IC Matching report. You can create visually appealing reports with rich text and use docking to work with multiple tabs in one window. You can also better leverage data buffer results and do more in Excel and Spreadsheet (5:00).

MarketPlace Solutions

Bank Administration Institute Parser

BAI Parser streamlines the processing of BAI files from banking institutions. You can import files from banking institutions without parsing files in advance and import one file that includes balances and transactions. You can preview files to verify information and check for missing data, and load data into workflows (3:26).

Learn more about BAI Parser.

Cloud Administration Tools

Use Cloud Administration Tools to manage Azure AD users in OneStream by inviting, creating, deleting, and importing users and resetting passwords. You can also manage applications - including copying across environments, security keys and certificates 3:59).

Learn more about Cloud Administration Tools.

Narrative Reporting

Narrative Reporting centralizes, streamlines and accelerates your narrative reporting process by enabling you to complete narrative reporting tasks without leaving the OneStream platform. You can access the latest data and collaborate with others in one location, ensuring accuracy and eliminating manual tasks (3:41).

Learn more about Narrative Reporting.

What's New in Application Control Manager

In PV800 SV100 you can use Mass Update to quickly and simultaneously submit multiple metadata changes. This makes it easier to submit and edit line items and request profiles and layouts are integrated (3:06).

Learn more about Application Control Manager.

What's New in Financial Close

In PV800 SV200 you can view source account descriptions for reconciliations, sum balance check items by dimension, and view child reconciliation details in templates. This makes it easy to find key information quickly. Also, Administrators can process transaction matching data management jobs using the Time parameter (2:03).

Learn more about Financial Close.