Questions? We have answers.

Summary

In addition to Tools and tips for the audit busy season, we’ve put together this practical guide so you have the top resources and documents at your fingertips.

This guide includes:

• Data
  • Getting and importing client data
  • Data ingestion
  • Account groupings and libraries
• Gaining value from your analysis
  • Leveraging your interim data
• Best practices
• How to get help
• Admin

Data

Find everything you need in our compact data literacy series on MindBridge Academy, which includes acquiring client data, data transformation, importing into MindBridge, reviewing data integrity, and mapping the accounts.

Acquire and import client data

Do you have all the data you need for a successful analysis?

Learn everything about data requirements in our Requesting client data course.

Tip: Check out our list of ERP Export Guides.

Tip: Review our data checklists, including:

• Data checklist: General ledger
• Data checklist: Accounts payable
• Data checklist: Accounts receivable

Data ingestion

Learn how to import data like a pro with the Data ingestion course or review specific items by browsing our knowledge base.

Tip: Check out our list of ERP Transformation Guides.

Top data ingestion features

• Splitting, joining, and duplicating columns within the general ledger in MindBridge
• Adding additional columns for filtering
• Roll forward data from a previous engagement
• Converting your interim analysis
• Elimination and adjusting entries
• Account groupings and libraries

Gaining value from your analysis

Take a look at our guide, Audit procedures: tools and tips for the audit busy season, to learn how to integrate MindBridge into your upcoming engagements.

Leveraging your interim data

Learn how to leverage your interim work

• Data-drive planning webinar in MindBridge Academy
• Interim Best Practices course in MindBridge Academy
• Roll forward: Pushing data to a new engagement
• Append account groupings

Best practices

• Check out our blog on tools and tips for the audit busy season
• Review best practices for creating organizations, engagements and analyses

How to get help

Learn about the types of support available, including:

• The knowledge base, which provides step-by-step instructions
• Open the MindBridge sidebar and select Support > Get help > Contact us > Live chat for a quick response
• Open the MindBridge sidebar and select Support > Grant MindBridge access if you need data formatting support
• Visit MindBridge Academy for courses at your fingertips

Admin

Does every member of your team have the right level of user access?

Learn more about the user roles available in MindBridge and how to edit and manage a user’s role.

Tip: If every member of your team will be creating account groupings, they will need Admin level access. This level of access can be revoked at any time.