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Jonathon Plowman-Samson MindBridge Community Team

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Activity overview

Latest activity by Jonathon Plowman-Samson

  • Jonathon Plowman-Samson created an article,

    Completeness Check (General Ledger)

    The General Ledger Completeness Check report is an exported .XLSX file that can help you confirm the completeness of the analyzed GL detail information by comparing the opening balances and general...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
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  • Jonathon Plowman-Samson created an article,

    Checking and generating reports in MindBridge Academy

    Summary As a Change Champion Power user inside of MindBridge Academy, you have the ability to generate and view reports on your employees.  There are two different ways to generate and check on r...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Jonathon Plowman-Samson created an article,

    Release notes: November 2020

    What’s new in MindBridge? Get a better understanding of the data and risk with improved risk surfacing and calculation methods, options to provide adjusting, reclassifying, or eliminating entrie...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Jonathon Plowman-Samson created an article,

    How to prepare your Intacct account to function as a data import source in MindBridge

    Form fields marked with an asterisk (*) must be given the specified value in its exact form, whereas other fields are recommended but not mandatory.   Add Web Service Sender ID to Web Services...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Jonathon Plowman-Samson created an article,

    FAQ: Direct connectors

    Summary Find answers to the top inquiries about organizations. Does authorization expire? How long will I have access to my client’s ERP data? If you connect yourself, you will have access to you...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
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  • Jonathon Plowman-Samson created an article,

    Exporting General Ledger Data From MYOB AccountRight

    Exporting general ledger data 1 - Select Reports at the bottom of the screen, and then click Accounts 2 - Select General Ledger [Detail] from the list 3 - Adjust the dates as required 4 - ...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Jonathon Plowman-Samson created an article,

    Exporting General Ledger, Opening Balance and Closing Balance Data from Xero

    Summary Learn how to export financial data from Xero to upload to your general ledger analysis in MindBridge. Note: The following guide was created using the AUS version of Xero. However, the same...

    • Jonathon Plowman-Samson
    • Updated
    • 3 followers
    • 2 comments
    • 0 votes
  • Jonathon Plowman-Samson created an article,

    What is a Risk Score?

    Summary A risk score is an aggregate score that combines multiple control point results together. Risk scores are applied to an entry or transaction, in the same way that individual control point ...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Jonathon Plowman-Samson created an article,

    Release notes: September 2020

    What’s new in MindBridge? With major improvements to how analysis dates are handled, how we connect to third-party applications and visualizing more data than ever before we can guarantee the la...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Jonathon Plowman-Samson created an article,

    MindBridge Overall Score for AP and AR Analyses

    Summary The MindBridge Overall Score for AP and AR detail entries provides a general risk score for each entry, based on a weighted average of all control point results for the entry. AP and AR...

    • Jonathon Plowman-Samson
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes