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Aman Rawat MindBridge Community Team

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Articles

Votes on activity by Aman Rawat

  • 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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    • 1 follower
    • 0 comments
    • 0 votes
  • What if my ERP or financial management system isn't listed?

    Summary Learn what to do if you do not see the ERP (or applicable financial management system) you use listed. Resolution Scenario 1: Creating an engagement If you do not see your ERP listed when ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Error Code: MBER1111

    Summary Learn about the error code MBER1111 and how to resolve it. Symptom While MindBridge is validating your data, the following error messages appear: Single missing header MindBridge could not...

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    • 1 follower
    • 0 comments
    • 0 votes
  • 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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    • 1 follower
    • 0 comments
    • 0 votes
  • Can I change column mappings after a file is imported?

    Resolution After finalizing the import process, you cannot make adjustments to column mappings. If you need to update your column data, you must restart the import process and apply new mappings, a...

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    • 1 follower
    • 0 comments
    • 0 votes
  • 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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    • 1 follower
    • 0 comments
    • 0 votes
  • Is there a maximum number of engagements?

    Summary Learn how many engagements you can create. Resolution There is (theoretically) no limit to the number of engagements you can create! Anything else on your mind? Chat with us or submit a r...

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    • 1 follower
    • 0 comments
    • 0 votes
  • 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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    • 1 follower
    • 0 comments
    • 0 votes
  • 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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    • 1 follower
    • 0 comments
    • 0 votes
  • Creating a .XLSX account grouping template for an organization (Full workflow)

    Summary The accounts in your imported dataset must be mapped to appropriate MAC codes. This teaches MindBridge the structure of your account hierarchy, and allows MindBridge’s control points to run...

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    • 1 follower
    • 0 comments
    • 0 votes