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Creating an Account Grouping Via a CCH Group Trial Balance

Article author
Jonathon Plowman-Samson
  • Updated

Navigation

To perform this task, you will need to navigate to the Admin Settings. From the Admin Settings page, click the Account Groupings tab near the top of the page.

NOTE: Depending on your level of access, the ADMIN button may not be visible. If you’re not an Admin, contact your Admin to perform this task or give you access.

Using MAC for 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.

Procedure

From the Admin Settings page, click the Account Groupings tab near the top of the page.

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You’ll be taken to the Account Groupings page, which displays a list view of all the account groupings in your tenant. Click Create new account grouping in the upper right of the page.

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Choose CCH Group Trial Balance and click Next. 

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On the modal’s second page, give your account grouping a Name and upload your CCH Group Trial Balance. You can upload this file using drag and drop or by browsing your computer.

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MindBridge will then begin uploading and validating your CCH Group Trial Balance. Once your CCH Group Trial Balance is uploaded, click Next.

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You’ll be taken to the Account Grouping page, which includes a table containing the columns of your file. From this page, verify that your accounts are properly mapped to the appropriate MAC code and that every account has the proper account tags and industry tags. After verifying your accounts and tags, click Publish.

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A modal will appear on your screen reiterating that changes can’t be made to an account grouping once it’s published. Once you’re sure that the accounts are properly mapped and tagged, click Confirm.

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Your new account grouping will be available for use and listed on the Admin section’s Account Groupings tab.

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