User

Aman Rawat MindBridge Community Team

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Total activity 59
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Activity overview

Latest activity by Aman Rawat

  • Aman Rawat created a post,

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

    Your general ledger import must include the following columns: Account number Amount or Debit and Credit Effective date See our General Ledger Data Checklist for details on optional columns.https...

    • Aman Rawat
    • 1 follower
    • 0 comments
    • 0 votes
  • Aman Rawat created a post,

    Can Mindbridge analyze PDF documents?

    No, MindBridge cannot analyze PDF documents in the majority of cases. Here is the article link for reference https://support.mindbridge.ai/hc/en-us/articles/1500003428041-Can-MindBridge-analyze-PDF...

    • Aman Rawat
    • 1 follower
    • 0 comments
    • 0 votes
  • Aman Rawat created a post,

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

    No, you cannot modify the transaction ID or apply the Smart Splitter after the file has been imported. To make changes, re-import your file:1. Open the Actions menu in line with the file.2. Select ...

    • Aman Rawat
    • 1 follower
    • 0 comments
    • 0 votes
  • Aman Rawat created a post,

    My data is too big to fit in one Excel file, can I upload multiple files?

    No, only one general ledger file can be uploaded per year, per analysis. You must combine the data into one Excel file on a single sheet. If you need assistance combining your general ledger data, ...

    • Aman Rawat
    • 2 followers
    • 1 comment
    • 0 votes
  • Aman Rawat created a post,

    Can I use connectors for data ingestion?

    Yes, Mindbridge leverage the data connectors to import the data needed for the analysis all at once. For detailed information, you can follow the article link https://support.mindbridge.ai/hc/en-us...

    • Aman Rawat
    • 1 follower
    • 0 comments
    • 0 votes
  • Aman Rawat created a post,

    Key Points to Consider

    Here are some key points and tips to consider when formatting your data: Always make sure the DATE format is YYYY/MM/DD or YYYY/DD/MM before importing the file into Mindbridge. Sometimes Mindbridg...

    • Aman Rawat
    • 1 follower
    • 0 comments
    • 0 votes
  • Aman Rawat created an article,

    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...

    • Aman Rawat
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Aman Rawat created an article,

    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. ...

    • Aman Rawat
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Aman Rawat created an article,

    My invitation link expired, can I get a new one?

    Summary Learn how to request a new invitation link to MindBridge. Resolution Account invitation links expire after 7 days. If your invitation has expired, reach out to your firm’s Admin for a new ...

    • Aman Rawat
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Aman Rawat created an article,

    When I try to log in, it says my credentials are invalid.

    Summary Learn how to resolve issues with your credentials if you have trouble signing in. Resolution If you have already activated your account, use the Google or Microsoft single sign-on options....

    • Aman Rawat
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes