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Create an account grouping via a CCH group trial balance

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to create an account grouping with a CCH group trial balance. 


Configuration details 

You must be an App Admin to perform this task.


Go to the Admin settings page

  1. In the MindBridge sidebar from any page within MindBridge.
  2. Select Admin (third option from the bottom).
    You will go to the User management tab on the Admin page.
  3. Select the Account groupings tab near the top of the page.
    You will see a list view of all the account groupings in your tenant.

Create an account grouping with a CCH group trial balance

Since a CCH file doesn't have a credit or debit column, MindBridge examines the entry's MAC code to determine the value of the entry.

  1. Select Create Account Grouping.
    A pop-up window appears.
  2. Select CCH Group Trial Balance.
  3. Select Next.
  4. On the next screen, enter an account grouping name.
  5. To import the document:
    • Browse your computer, or
    • Drag and drop the file into the window.
  6. Once the file has imported successfully, select Next.
    You will go back to the Account groupings tab.
  7. Verify that the accounts are properly mapped to the appropriate MAC code and that every account has the proper account tags and industry tags.
  8. When you are satisfied, select Publish.
    A pop-up window appears to let you know that changes cannot be made to an account grouping once it is published.
  9. When you are satisfied, Publish the account grouping.
    The new account grouping is available in the Account groupings tab.


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