Learn about the Data page and how it's used in MindBridge.
Every engagement within MindBridge has a Data page. This page also acts as an engagement's home page. From this page, you can import and view 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 that become available with each imported dataset
- Run an analysis