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

    Summary Learn about what to do when you have multiple GL files to import in the same analysis. Resolution Currently only one general ledger file can be imported per year, per analysis. Solution 1 ...

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    • 1 follower
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    • -1 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
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  • Convert character delimited text files to Excel format

    Summary Learn how to convert a character delimited text file into .XLSX format. Steps to convert a character delimited text files to an Excel workbook Open a new instance of Microsoft Excel. Sele...

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    • 1 follower
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    • 1 vote

  • How do I adjust my column data?

    Summary Learn about the kinds of adjustments you can make to column data. Note: Once a file has been imported, changes can no longer be made to the column data as these adjustments can only be per...

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    • 1 follower
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    • -1 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
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    • 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
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  • 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
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  • 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