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Tasha Kociszewski

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Articles

Recent activity by Tasha Kociszewski

  • Release notes: December 2021

    What’s new in MindBridge? Our third major release of the year is now live! By prioritizing efficiency, effectiveness, and making your job easier, we continue to support your success. For this relea...

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  • FAQ: File manager

    Summary Learn a bit more about the file manager.  Why can't I merge my files? Ensure that the files you are trying to merge use the file extensions .csv or .xlsx, and that they contain no more tha...

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  • Library management: Analysis profile

    Summary The analysis profile allows your firm to toggle features on and off, promoting a streamlined workflow.  Learn how to configure MindBridge to create a user experience tailored to your firm's...

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  • Split sheets out from a file

    Summary If the file you want to import contains multiple sheets of data, you can split out the required sheet(s) from the original file. Learn how to use the file manager to split single sheets out...

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  • Merge multiple files onto one sheet

    Summary When you import a file for analysis, MindBridge leverages the data found on the first sheet. If multiple sheets of data need to be analyzed, you can split out the required sheets from the o...

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  • Significant account report

    Summary The significant account report summarizes the financial statement results, relevant analytics (such as trends and ratios), and tasks that were created on entries. Learn how to create, view...

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  • Import GDPdU files into MindBridge

    Summary Learn how to import and format a GDPdU zip file with the file manager. Configuration details To access the file manager, you must create an analysis. Go to the File manager page Open the ...

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  • Stratified risk groupings (General Ledger)

    Summary Learn how stratified risk groupings are broken down, and how you can leverage them in your analysis. Go to the Risk overview tab Select the logo in the MindBridge sidebar.You will go to ...

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  • Engagement settings: Risk scores

    Summary The article gives a detailed overview of risk scores in the engagement settings. Go to the Risk scores tab Select the logo in the MindBridge sidebar.You will go to the Organizations page....

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  • Xero: Accounts Payable Data

    Summary Learn how to export accounts payable data from Xero for use in MindBridge. Note: The following guide was created using the AUS edition of Xero; the same steps should apply to your local edi...

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