FAQs

• What is the difference between the entered date and the effective date?
• FAQ: File manager
• FAQ: General ledger import
• My invitation link expired, can I get a new one?
• When I try to sign in, it says my credentials are invalid
• How do I grant or change user access in an organization?
• How do I change my level of access?
• What should I do if I don’t see my financial management system listed?
• Troubleshooting issues with a CCH account grouping import
• Why is MindBridge unable to process my file format?
• Can I change my transaction ID or apply the Smart Splitter after the file is imported?
• Can I change column mappings after the file is imported?
• How do I adjust my column data?
• What data columns do I need for my general ledger imports?
• My data is too big to fit in one Excel file, can I import multiple files?
• Is there a maximum number of engagements?
• Can I delete an engagement?
• How long can I keep an engagement?
• What is the difference between an analysis period and a reporting period?
• Can MindBridge analyze PDF documents?
• Why does MindBridge say my general ledger is out of balance?
• Which currencies does MindBridge support?
• How do I delete a chart of accounts?
• How do I run an analysis with multiple subsidiaries or entities?
• Check and generat reports in MindBridge Academy
• FAQ: Client Direct Connection Request
• What can I do when my Amounts or Debits and Credits do not balance when importing a general ledger?
• FAQ: Direct connectors
• My login token has expired
• How do I assess unbalanced transactions?
• See all 32 articles