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Jonathon Plowman-Samson MindBridge Community Team

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Articles

Recent activity by Jonathon Plowman-Samson

  • Navigate to the engagement settings

    Summary Learn how to access engagement settings. From the organizations page On the organizations page, select View in line with the desired organization.You will go to the Engagements page. Sele...

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  • Navigate to the Audit Plan

    Summary Learn how to go to the audit plan. Go to the Audit Plan Select the menu icon on the top left to open the sidebar from any page within MindBridge. Select Audit Plan.You will go...

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  • Navigate to the data table

    Summary Learn how to find the Data table tab in an analysis. Navigation From the Organizations page, select View in line with the desired organization.You will go to the Engagements page. Select ...

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  • Navigate to Admin Settings

    Summary Learn how to find the Admin Settings in MindBridge. Configuration details Only users with Admin access can navigate to the Admin Settings.   Navigating to Admin Settings Select the menu...

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  • Navigate to the Reports tab

    Summary The article guides you on how to navigate to the Reports tab. Navigation From the Organizations page, select View in line with the desired organization.You will go to the Engagements page...

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  • Navigate to annotations

    Summary Learn how to find annotations that have been added to the analysis. Navigation From the Organizations page, select View in line with the desired organization.You will go to the Engagement...

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  • Completeness Check (General Ledger)

    Summary The Completeness Check Report is an exported .XLSX file that can help you confirm the completeness of the analyzed general ledger (GL) information by comparing the opening balances and gene...

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  • Add and remove account tags

    Summary The article talks about how to add and remove account tags in your analysis. Navigation To perform this task, go to the engagement’s Data page. Procedure From your engagement’s Data...

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  • Account grouping: Overview

    Summary Learn the basics about account groupings. Configuration You must be an Admin to access Account groupings.  Navigate to the Account groupings tab Open the sidebar from anywhere in MindBr...

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  • General Ledger Export - Sage 50 (Canada)

    Summary  Learn about the process of exporting a General Ledger file from Sage 50 (Canada). Considerations  At the time of this publication, MindBridge supports two specific exports from Sage 50 (...

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    • -1 votes