Questions? We have answers.

Manage account groupings

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to manage account groupings.


Configuration

You must be an Admin to access Account groupings. 


Navigate to the Account groupings tab

  1. Open the sidebar from anywhere in MindBridge.
  2. Select Admin.
  3. Select the Account groupings tab.
    You will see a list view of all the account groupings available in your tenant.


Manage existing account groupings

Open the Actions menu in line with the intended account grouping.

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 account groupings

You can re-organize accounts found at the same level into any conformation you desire. This account re-organization will be reflected throughout MindBridge.
  1. Open the Actions menu in line with the intended account grouping.
  2. Select View details.
  3. Use the grab handle icon in line with the account grouping to drag and drop the account grouping anywhere within the same level.

Manage_account_groupings_-_sort_account_groupings.gif


Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.


Share this:

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.