Featured Videos
Here you can access quick product tours, orient yourself with new capabilities, learn about the Platform enhancements requested on IdeaStream that are provided in this release, and see how to perform specific tasks.
IdeaStream
Suggest and Support Enhancements
Learn how to submit and support ideas for product enhancement on OneStream Community, collaboratively helping to shape the product landscape across key domains (2:56).
Application Control Manager
What's New
In PV820 SV100 the homepage now has five tiles for easy filtering, while the detail panel shows request status, activity log, and comments. The request details page is now organized into sub pages, has a new navigation tree, and moving members is made easier with a dialogue box. (3:50).
Bank Administration Institute (BAI) Parser
Take a Tour
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).
Cloud Administration Tools
Take a Tour
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).
What's New
In the latest release you can copy applications across environments and remove applications without engaging Support, use Bring Your Own Key to meet security requirements and use secrets and certificates for enhanced security.
Financial Close
What's New
In PV840 SV100, you'll enjoy a redesigned interface with updated Data Sets and Rules pages, and can use Defer Refresh to pause updates until filters are selected on the Transactions page. These enhancements will save you time and boost efficiency (3:23).
Modern Browser Experience
Empowering Leaders On The Go
The Modern Browser Experience provides tailored insights and visualizations on a computer, phone, or tablet. Watch to orient yourself with this new offering that provides rapid access to real-time financial and operational data for faster reporting and enhanced decision making on any device, anytime, anywhere (2:48).
Narrative Reporting
Streamline Your Reporting Processes
Narrative Reporting centralizes the creation of narrative books and reduces the risk of manual errors to simplify the reporting process. Watch to see how you can import and organize content, collaborate with other stakeholders, and perform dynamic analysis using existing workflows and validations (3:41).
Navigation Center
Introducing Navigation Center: Take a Tour
Navigation Center offers a streamlined approach to managing and viewing reports. You can easily run, bookmark, and tag pre-built reports to more easily complete your work on time. Additionally, you can edit narrative reports seamlessly in the Platform or your favorite browser and submit them for review. Approvers can review and lock documents, while and reports can be exported after completion to disperse to your team. (4:35).
Admin Tour
Administrators oversee Navigation Center by managing security roles, report security, and narrative reporting. Using system settings, you can set due dates for reports, create tags for users, and manage narrative books. This overview provides essential guidance on effective administration for this solution. (3:48).
Smart Integration Connector
Integrate Data
Smart Integration Connector provides a modern secure data integration platform to OneStream without the need of a VPN (3:51).