Summary

MindBridge offers a folder system with 3 levels:

• Organizations
  • Engagements
    • Analyses

Learn what an "analysis" is in MindBridge.

What is an analysis?

An analysis represents an analysis of data.

In MindBridge, analyses are grouped by type:

• General ledger
• Accounts receivable
• Accounts payable

Before an analysis can be run, the appropriate files must be imported into specific analyses. For example, a general ledger analysis will require you to import a general ledger detail file, and similarly an account payable analysis will require an accounts payable detail file.

Below is a visual representation of MindBridge's folder system.

When you create an analysis, it will be tied to the engagement that houses it.

Interim analysis

Interim analyses give you a head start on busy season by allowing you to import a portion of the data into MindBridge prior to your client's fiscal year-end.

An interim analysis can be converted into a full analysis once you have the year-end dataset.

Related articles

• Convert an interim analysis to a full analysis