The article gives an overview of the Data page.
Every engagement you create with MindBridge will have a Data page, which also acts as an engagement's home page. From this page, you can upload and view the financial data for every analysis within an engagement.
From this page, you can:
- Create a new analysis
- View (or hide) archived analyses
- Import a general ledger
- Import an opening balance
- Import a closing balance
- Import a chart of accounts
- Verify account mappings
- View details about each upload
- View the capabilities available for each data set that’s uploaded
- Run an Analysis
If you have any questions, please contact support by using the in-app chat feature, reaching out to your assigned Customer Success Manager, or emailing firstname.lastname@example.org