Summary
Learn about account groupings and how they operate at the organization level.
Configuration
You must be an App Admin to access account groupings in the Admin section.
Go to the Account groupings tab
- Open the sidebar from anywhere in MindBridge.
- Select Admin (
).
You will go to the Admin page. - Go to the Account groupings tab.
You will see a list view of all the account groupings available in your tenant.
What is an account grouping?
An account grouping is a hierarchical set of categories that MindBridge uses to define accounts and the relationships between them. Creating your own account groupings allows you to align your account groupings with the MindBridge Account Classification (MAC) code system.
MAC codes appear over 4 or 5 levels, with each level indicating a higher level of account granularity. For example:
- Assets (Level 1)
- Capital assets (Level 2)
- Building-related (Level 3)
- Buildings under construction (Level 4)
- Work in progress (Level 5)
- Buildings under construction (Level 4)
- Building-related (Level 3)
- Capital assets (Level 2)
Your account groupings will be displayed across MindBridge, and will also be reflected in the Income Statement and Balance Sheet ratio reports.
Manage existing account groupings
Open the Actions menu in line with the account grouping you want to see.
View details
Select View details to see more information about the account grouping, including the account grouping’s columns, codes, tags, and balances.
Export grouping
Select Export grouping to export your account grouping as a spreadsheet. This spreadsheet is formatted using the MindBridge Excel template, so it can be appended, adjusted, and re-imported.
Sort custom account groupings
You can re-organize accounts found at the same level however you want. This account re-organization will be reflected throughout MindBridge.
- Open the Actions menu in line with the intended account grouping.
- Select View details.
- Use the grab handle icon (
) in line with the account grouping to drag and drop the account grouping anywhere within the same level.
MindBridge saves your changes automatically.
Common error codes related to account grouping
MBER1192 — MindBridge detected an issue with the data on row {rowNumber}. Format the account grouping and re-import the file. If the issue persists, grant MindBridge access to your engagement so Customer Support can dig into the issue.
Anything else on your mind? Chat with us or submit a request for further assistance.