Summary
Learn how to roll data forward from an analysis to a new engagement.
Configuration
You must have run a successful general ledger analysis before data can be rolled forward.
Go to the Data page
- Select the logo in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the desired organization, or click anywhere in the organization row.
You will go to the Engagements page. - Select View in line with the desired engagement, or click anywhere in the engagement row.
You will go to the Data page for that particular engagement.
Tip: If you are already in an analysis, simply use the sidebar to go to the Data page.
Roll forward
- Open the Actions menu at the top right of the page.
- Select Roll forward.
- A pop-up window appears.
- Use the tabs to select whether you would like to roll the data forward to a New engagement or an Existing engagement.
New engagement
- Check the boxes to select the analysis or analyses to roll forward.
- Select Roll forward.
You will go to the Create engagement page. - Follow the steps to continue creating a new engagement.
Existing engagement
- Open the Organization menu and select the organization you would like to use.
- If more than one engagement exists, open the Engagement menu and select which one you would like to use.
- Check the boxes to select the analysis or analyses to roll forward.
- Select Roll forward.
You will return to the Data page, and the data you rolled forward will appear beneath a prior period.
Note: Rolling analyses forward may take some time.
Anything else on your mind?
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