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Search New Tax Provision (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE New Tax Provision

Bridge Import

You can transfer data for specified components using the bridge import process from spreadsheet.
  • The Bridge spreadsheet lets you transfer information from the General Ledger Extract to a selected Dataset. The extract relies on the bridge mapping rules for the transfer of the General Ledger data for various Data Entry pages.
note
  • A user must have access to the Bridge Import assigned by an Administrator.
  • In order to Bridge data into units, an administrator must assign the units to the user.
To Bridge Import data into a dataset:
  1. Click
    Import
     for a dataset to see the Import options.
  2. Select
    Bridge Import
    .

Dataset Configurations

Select the
Target Components
,
Class and Subclass
 or
Tag
 (depending on the Target Dataset type),
Report Level
 and
Unit Type Value
 (for Unit or Subconsolidation Report Levels only).
  1. Select
    All Component Types
     or specific components to update component data.
    Bridge Import Target Components

For Class/Subclass Datasets

  1. Select
    Class and Subclass
  2. Select
    Class
    . You can change default class value Bridge – GL Automation.
  3. Select
    Subclass
    . You can change the Default - Default to a user defined subclass.

Report Level

  • The Report Level enables you to Bridge import data into a unit, sub-consolidation, or consolidated (all units).
  • Set up the following system parameters to limit the users ability to select units, sub-consolidations, and consolidations.
    • BRIDGE_ALLOW_UNIT_SELECT
    • BRIDGE_ALLOW_SUBCON_SELECT
    • BRIDGE_ALLOW_ALL_UNITS
Target Class Subclass Units
To activate the system parameters for Bridge select
Administration > System > Manage Configurations > Advanced Functionality > Bridge > Data Source
.

Browse File

To browse for the import file:
  1. Choose the format(s) and file(s) of legacy data.
    note
    The extract file needs to be defined in a specific format.
    • There are two file formats - comma and tab delimited.
    • There are two data formats - 4 and 6 columns.
  2. To open the file directory, click
    Browse
    .
  3. Select the
    file(s)
     with General ledger extract file.
  4. Click
    Open
     and then
    Add
    .
  5. To import additional files click
    Browse
    , choose a file and then
    Add
    .
  6. Click
    Preview Bridge Import
     to view the bridge mapping.
  7. Click
    Submit
     to update Tax Provision data entry pages.
  8. Click
    Start Over
     to cancel the bridge import.
  9. To review the progress of the import, select Jobs in the Tax Provision menu.

Preview Bridge Import and ONESOURCE Bridge Logs

You can choose
Preview Bridge Import
 to view
Bridge Mapping
,
Missing Sublines
,
Missing Bridge Assignment
, and
Missing Units
. Component types include PTBI (Local), PTBI (Reporting), Tax Accounts (Activity), Book Trial Balances (Activity), Perm Diffs – Tax Basis (Activity), Perm Diffs – Book/Tax Basis (Activity), Temp Diffs – Tax Basis (Activity), Temp Diffs – Book/Tax Basis (Activity) and Temp Diffs – Tax Basis (Bal Sheet Only).
The Bridge Import data can be reviewed in Jobs. Jobs also provides the bridge import log status.