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Aman Rawat MindBridge Community Team

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Articles

Recent activity by Aman Rawat

  • 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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  • Creating a .XLSX template account grouping for an organization (Full workflow)

    Summary Learn how to make an account grouping template and apply it to a new engagement in MindBridge. Configuration details You must be an App Admin to perform this task. Go to the Admin settin...

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    • 1 follower
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  • Can I change column mappings after the 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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  • 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. Admins ca...

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    • 1 follower
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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. ...

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

    Summary Learn about importing multiple files. Resolution Only one general ledger file can be imported per year, per analysis. You must combine the data into one Excel file on a single sheet. If y...

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    • 1 follower
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  • 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? Log in to MindBridge to ch...

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    • 1 follower
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  • Why is MindBridge unable to process my file format?

    Summary Learn what do to if MindBridge is unable to process your file format. Resolution The data you import must be properly formatted and in an ungrouped format for processing. Re-import your d...

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    • 1 follower
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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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    • 1 follower
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    • 0 votes