Summary

Being able to roll data forward is a critical part of accounting consistency and integrity. Rolling an analysis forward not only allows you to re-use account groupings, ratios, populations, and other settings — rolling all of your prior period data into a new engagement can be a huge time saver since you will only need to import data for the current period.

Learn how to roll your data forward from an existing analysis into a new or existing engagement.

Configuration

You must have run a successful general ledger analysis before your data and settings can be rolled forward.

Roll forward from an existing analysis

1. In an engagement, use the MindBridge sidebar ( ) to go to the Data page ( ).
2. Open the Actions menu near the top of the Data page.
3. Select Roll forward.
4. A pop-up window appears.
5. Use the tabs to select whether you would like to roll the data forward to a:
   • New engagement: Creates a new engagement in the organization.
   • Existing engagement: Allows you to roll the data forward into any engagement using the same library.
6. Follow the steps in the appropriate workflow below to proceed.

Roll into a new engagement

1. In the New engagement tab, check the boxes to select the analysis (or analyses) you want to roll forward.
2. Use the toggle to select whether the new analysis should be a full or interim analysis.
3. When you are satisfied, select Roll forward.
   You will go to the Create engagement page.
4. Follow the general steps to create a new engagement.
5. Go to the Import settings tab in the General settings section.
6. Check the boxes next to the settings you want to import from the rolled forward analysis.
7. When you are satisfied, select Next.
   You will go to the new engagement's Data page, and a new analysis will be created for each analysis you rolled forward. The data you rolled forward will appear beneath a prior period, and the current period will be ready for new data.

Roll into an existing engagement

1. Open the Organization menu and select the desired organization.
2. Open the Engagement menu and select the desired engagement.
3. Check the boxes next to the analysis (or analyses) you want to roll forward.
4. Use the toggle to select whether the new analysis should be a full or interim analysis.
5. When you are satisfied, select Roll forward.
   You will go to the selected engagement's Data page, and a new analysis will be created for each analysis you rolled forward. The data you rolled forward will appear in a prior period, and the current period will be ready to receive new data.
   
   

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