Description
Leanus allows you to upload and process in real time PDF balance sheets and accounting situations downloaded from the main accounting systems for businesses and professionals (Dylog, Datev, WKI, Zucchetti, TeamSystem and many more. For the PDF processing procedure follow the steps below
Log in to Leanus and go to the analysis of the company of interest (in the RESERVED AREA if provided for your profile)
Go to Process Analysis / + Upload financial statements / Upload financial statements and accounting situations in any format
Click on Select a File (or drag the PDF file into the upload area)
Select the file from your PC and wait for it to load
Click on Import
wait the completion of the operation
At the same time as the upload, the accounting data they are automatically reclassified.
If the file to be managed does not fall into any of the categories, the user can use the L1, L2, L3 template loading procedures or the manual input procedure on predefined templates. For more details see Menu +Load Balances.
Any costs are indicated before the completion of the operation. If the operation is not successful, no cost is charged.
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