FAQs – MindBridge: English (US)
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- FAQ : Why do my analysis results show zero values in the Account Description column?
- FAQ: Are the accounts on the 'Verify accounts' screen dependent solely on the GL or additional source files as well?
- FAQ: Can App Admins make changes to MindBridge's default library settings in their tenant?
- FAQ: Export a listing to show 'Spending by Vendor' in the AP analysis
- FAQ: How are balances presented in an interim analysis on the Financial statements dashboard?
- FAQ: How do I resolve unmapped accounts?
- FAQ: Supported languages
- FAQ: Switching accounting software (ERP) mid-year
- FAQ: What are "out of period entries"?
- FAQ: What does "mark as normal" actually mean?
- FAQ: What happens if I don't import Opening Balance files for prior periods?
- FAQ: What if I don't see my data source listed?
- FAQ: What is "missing mandatory data"?
- FAQ: What is a "virtual column" in MindBridge?
- FAQ: What is an analysis?
- FAQ: What is the difference between adding and replacing a file?
- FAQ: When can I update library settings?
- FAQ: When should I use the import settings feature?
- How does MindBridge deal with data retention?
- View the 2 Digit Benford graph
- What is a full time frame in an analysis?
- What is a periodic time frame in an analysis?
- What is a transaction ID?
- What is an interim time frame in an analysis?
- What is an organization?
- What is an ungrouped format?
- What is the column limit for a General Ledger file in MindBridge?
- What is the difference between the entered date and the effective date?
- Why can't I find a good transaction ID in my Quickbooks file?
- FAQ: File manager
- FAQ: General ledger import
- My activation 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 if my ERP or financial management system isn't listed?
- Troubleshooting issues with a CCH account grouping import
- Why is MindBridge unable to process my file format?
- Why do I have unmapped accounts?
- Can I change my transaction ID or apply the Smart Splitter after the file is imported?
- Can I change column mappings after a 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?
- Why is my chart missing data or showing "No available data to display"
- What is the difference between an analysis period and a reporting period?
- What is the recommended minimum number of entries to analyze a file in MindBridge?
- Can MindBridge analyze PDF documents?
- Why does MindBridge say my general ledger is out of balance?
- How can I export the list of suspicious keywords?
- Which currencies does MindBridge support?
- Can I delete a chart of accounts?
- How do I run an analysis with multiple subsidiaries or entities?
- Check and generate 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?
- I was invited, but can't sign in
- What is an engagement?
- What is an analysis period?
Data Table Filters FAQs
- FAQ: How can I filter entries for a particular vendor, supplier or related party?
- FAQ: How can I filter bonus payment transactions?
- FAQ: How can I get a summary of debt activity by note in the Data table?
- FAQ: How can I filter entries for asset disposal?
- FAQ: How can I filter entries for a certain account detail (i.e. COGS, write offs, bonus expenses, legal expenses)?
- FAQ: How can I filter cash transfer transactions?
- FAQ: How can I filter year end closing and/or adjusting entries?
- FAQ: How can I filter entries that credit Revenue but don’t debit Cash or A/R?