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Aman Rawat MindBridge Community Team

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Articles

Recent activity by Aman Rawat

  • How long can I keep an engagement?

    Summary Learn how long an engagement exists within MindBridge. How long an engagement exists Engagements exist until an Admin or Manager deletes them.* This means that if you perform annual servic...

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  • Can I delete an engagement?

    Summary Depending on your level of access, you may be able to delete engagements. Who can delete engagements? Organization Managers and can delete any engagement within an organization. App Admin...

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  • Can I change my transaction ID or apply the Smart Splitter after the file is imported?

    Summary No, you cannot modify the transaction ID or apply the Smart Splitter after the file has been imported. Resolution Re-import the file. Open the Actions menu in line with the file you want ...

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  • Can I change column mappings after a file is imported?

    Summary Learn about changing column mappings after a file has been imported. Resolution No, after confirming the column mappings you cannot make adjustments to them. If you need to make changes, y...

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  • What data columns do I need for my general ledger imports?

    Summary Learn which data columns are required when importing a general ledger. Resolution Your general ledger import must include the following columns: Account number Amount or Debit and Credit ...

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  • How do I change my level of access?

    Summary Learn about access levels. Resolution To request a change to your level of access (for example, to acquire the ability to create organizations), you must reach out to your firm’s Admin. No...

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  • When I try to sign in, it says my credentials are invalid

    Summary Learn how to resolve issues with your sign on credentials. Resolution If you have already activated your account, use the Google or Microsoft single sign-on options. If you have not activa...

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  • How do I grant or change user access in an organization?

    Summary Learn how to change or grant user access in an organization. Resolution To add a user or edit their level of access within an organization (for example, change a user from Auditor to Manag...

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  • Microsoft Dynamics 365 Business Central: Transform the general ledger

    Summary Learn about the process of transforming for import into MindBridge a general ledger file exported from Microsoft Dynamics 365 Business Central. Notes/Prerequisites You must have exported a...

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  • Microsoft Dynamics 365 Business Central: Export the general ledger

    Summary Learn about the process of exporting a general ledger file from Microsoft Dynamics 365 Business Central. Notes The sample company CRONUS Canada Inc is used in this guide. Microsoft Dynami...

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