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  3. Setup and manage your MindBridge settings
  4. Account grouping

Account grouping: Overview

  • Updated

Summary

Learn about account groupings and how they operate at the organization level.

Note: Account groupings can now be accessed and renamed by users at the engagement level. These label changes will be reflected in all analyses within the engagement for presentation purposes. MindBridge will not re-interpret accounts based on label changes, and will not alter the nature of the accounts (i.e., account types, grouping levels, or associated MAC codes) at the library level.

Configuration

You must be an App Admin to access account groupings in the Admin section.

Go to the Account groupings tab

  1. Open the sidebar from anywhere in MindBridge.
  2. Select Admin ( Admin_icon.svg ).
    You will go to the Admin page.
  3. 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)

Your account groupings will be displayed across MindBridge, and will also be reflected in the Income Statement and Balance Sheet ratio reports.

income_statement_report.png

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.

Note: You cannot re-organize the default MAC account grouping.
  1. Open the Actions menu in line with the intended account grouping.
  2. Select View details.
  3. Use the grab handle icon ( Move_icon.svg ) in line with the account grouping to drag and drop the account grouping anywhere within the same level.
    MindBridge saves your changes automatically.

GIF_showing_how_to_move_custom_account_groupings_within_the_same_level.gif

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.

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