MindBridge offers a folder system with 3 levels:
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 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.