ConfiRes – 17th Edition - User Manual

1. Index of contents of the Manual
2. Discover Leanus
- 2.1. Leanus for Banks
- 2.2. Leanus for Professionals
- 2.3. Contents Training dedicated to customers
- 2.4. Free Trial
- 2.5. The new features
- 2.6. Leanus for Transfer Pricing
3. First login?
- 3.1. Functionality: Company Search (What are you looking for)
- 3.2. The Public Area and the Reserved Area
- 3.3. Credit top-up procedure
- 3.4. Procedure: Upgrade to Premium Profile
- 3.5. Procedure: Profile Management / Change Password
- 3.6. Procedure: Recover your password
- 3.7. Procedure: Manage cookies
- 3.8. Procedure: Display Problems (add-block)
- 3.9. Problems with Excel
- 3.10. Step by step budget analysis
- 3.11. Glossary
- 3.12. Frequently Asked Questions (FAQ) – First Time Login
- 3.13. PDF Download Functions
4. "SAVE TIME" functions
- 4.1. Business search in the Leanus DB
- 4.2. Function: The multifunctional wheel
- 4.3. Function: The Red, Orange, Green symbol
- 4.4. Info: Reclassification – Management of the ± sign
- 4.5. Function: The Navigator Menu
- 4.6. Function: Download in excel
- 4.7. Function: Information tag
- 4.8. Function: displays Ordinary / Consolidated Financial Statements
- 4.9. Function: Search news and information with Google
- 4.10. Function: Notes Management
- 4.11. Function: Hide / Show accounting periods
- 4.12. Function: Copy analysis in Reserved Area
- 4.13. Function: Delete an Analysis or a Group
- 4.14. Function: View and customize reclassification criteria
- 4.15. Upload balance sheets and accounting situations
- 4.16. Function: Update by entering the accounting data manually
- 4.17. Procedure: Change the source data
- 4.18. Function: To insert your own logo in presentations
- 4.19. Function: Create an Alias / anonymize
- 4.20. Registry update / tax code correction
- 4.21. Function: View the same analysis for different companies
- 4.22. Corporate Tree Building
5. First page after log-in
- 5.1. Frequently Asked Questions (FAQ) – First page after logging in
6. Menu: Buy Documents
- 6.1. Chamber Services
- 6.2. Submenu: Negative Event Control
- 6.3. Submenu: Cadastral Services
- 6.4. Submenu: International Registers
- 6.5. Submenu: Search History
- 6.6. Submenu: Variation Monitoring
- 6.7. Commercial Dossier
- 6.8. Submenu: Personalized dossier
- 6.9. Frequently Asked Questions (FAQ) – Buy Documents
7. Menu: Process Analysis
8. + Upload balance sheets (automatic reclassification)
- 8.1. +Upload Financial Statements Filed in the Company Register
- 8.2. +Load financial statements Creation Quick Update
- 8.3. +Upload financial statements and accounting statements in any format including PDF
- 8.4. + Upload accounting situations of main suppliers
- 8.5. +Upload Accounting situation TeamSystem
- 8.6. + Load accounting situations from TeamSystem Gamma Enterprise
- 8.7. +Upload Zucchetti AGO accounting situations
- 8.8. +Upload Accounting statements Omnia Zucchetti
- 8.9. +Upload accounting situations from ICCREA's ModBilJ
- 8.10. +Upload Cebi Cerved accounting statements
- 8.11. +Upload accounting situations from Galileo (confidi)
- 8.12. +Upload Financial Statements from other proprietary sources in statutory format (Model L1, L3)
- 8.13. +Upload Cerved XML Balances
- 8.14. +Financial Statements for Spanish Companies
- 8.15. Frequently Asked Questions (FAQ) – Process Analysis
9. + Load Balance Sheets (Low/Medium Score) – What to do?
10. + Upload financial statements in non-digitizable formats
- 10.1. +Load Balances: Manual Input of Accounting Data on Predefined Schemes
- 10.2. + Load financial statements – free form (L2 Model)
- 10.3. + Upload Financial Statements and Accounting Situations in any format
- 10.4. Menu: + Load Financial Statements (data present in the DB)
  - 10.4.1. Frequently Asked Questions (FAQ) – Upload Balances
11. Menu: Home – Summary of company analysis
- 11.1. Frequently Asked Questions (FAQ) – Home
12. Menu: Filter Personal Data
13. Menu: + Search List of Tax Codes via Excel
14. Submenu: Processing history
15. Menu: Source and Reclassification
- 15.1. Submenu: Detailed diagrams
- 15.2. Info: Standard management reclassification (default)
- 15.3. Info: Reclassification Quadrature Control
- 15.4. Function: View the reclassification
- 15.5. Procedure: Management of adjustments
- 15.6. Procedure: Reclassify the asterisked items "other inputs for statistics"
- 15.7. Procedure: Undo all adjustments and customizations
- 15.8. Function: Check Management Schemes
- 15.9. How to: Customize Reclassifications
- 15.10. How to: Archive / Retrieve custom reclassification criteria
- 15.11. Procedure: Manual corrections of the data source
- 15.12. Procedure: Include items of other payables in NFP
- 15.13. Functionality: Advanced adjustments with description and calculation of totals
  - 15.13.1. Leasing management (IFRS16). Examples of Adjustment Procedures
- 15.14. Analysis by Profit Center or by Business Unit
- 15.15. Info: The reclassification of the statutory financial statements
- 15.16. Main Sources and Examples of Reclassification
- 15.17. Frequently Asked Questions (FAQ) – Source and Reclassification
16. Menu: Budget analysis
- 16.1. Submenu: Economic and Financial Summary
  - 16.1.1. Submenu: EBITDA NFP summary / analysis
- 16.2. Submenu: Income Statement (Classic)
- 16.3. Procedure: Classic Income Statement Reclassification
- 16.4. Submenu: Income Statement (Management)
- 16.5. Submenu: Balance Sheet (Sources-Uses)
- 16.6. Submenu: Balance Sheet (for Liquidity)
- 16.7. Submenu: Balance Sheet (Abbreviated Financial Statements)
- 16.8. Submenu: Cash Flow Statement
- 16.9. Submenu: OIC Cash Flow Statement
- 16.10. Submenu: Normalized Civil Scheme
- 16.11. Stress Test
- 16.12. Submenu: Balance Sheet Indices
- 16.13. Submenu: Bankability Indices (DSCR)
- 16.14. Submenu: LOM Corporate indicators
- 16.15. Submenu: Company Evaluation
- 16.16. Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
- 16.17. Procedure: Extend the analysis to 10 years and beyond
- 16.18. Submenu: AQR scheme 1
- 16.19. Development of the Crisis Code
- 16.20. Frequently Asked Questions (FAQ) - Financial Statement Analysis
17. Menu: Other Custom Schemes
- 17.1. Custom AQR1 Scheme
- 17.2. Custom CRF scheme
- 17.3. Custom Bank Scheme
- 17.4. Custom Bank Corporate Scheme
- 17.5. Custom Confidi Scheme
- 17.6. Custom AQR 2 Scheme
- 17.7. Submenu: Financial flows and NCCs
- 17.8. Frequently Asked Questions (FAQ) – Other Schemes
18. Menu: Last Period Evaluation
- 18.1. Submenu: Risk profile
- 18.2. Submenu: Leanus Score
- 18.3. Info: Calculation of MCC Guarantee Fund Rating
- 18.4. Central Risk Processing
- 18.5. Submenu: Process Central Credit Register (CR)
- 18.6. Submenu: Debt capacity and Recommended credit line
- 18.7. Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
- 18.8. Submenu: General KPIs and Objectives
- 18.9. Info: DSCR calculation and bankability indices
- 18.10. Menu: Liquidation Balance Sheet and Bankruptcy Procedures
  - 18.10.1. Frequently Asked Questions (FAQ) – Clearance
- 18.11. Frequently Asked Questions (FAQ) - Evaluation Last Period
19. Menu: Benchmarks
- 19.1. Procedure: Associate Companies / Choose Benchmarks
- 19.2. Customers - Suppliers Association
- 19.3. How to: Find Benchmark Firms
- 19.4. EBITDA NFP summary for the Benchmark
- 19.5. Frequently Asked Questions (FAQ) – Benchmark
20. Menu: Business Plans
- 20.1. Info: inertial or automatic Business Plan
- 20.2. Procedure: Enter the assumptions of the income statement
- 20.3. Procedure: Enter the balance sheet assumptions
- 20.4. Procedure: Reset the hypotheses previously entered
- 20.5. Procedure: Enter the assumptions relating to the cost of personnel and the number of employees
- 20.6. Procedure: Enter the assumptions relating to financial charges
- 20.7. Procedure: Save and historicize the simulations
- 20.8. How to: Add Delete Annuity to Business Plan
- 20.9. Procedure: Develop a business plan for 10 years or more
- 20.10. Procedure: Business plan for startups
- 20.11. How to: Manually edit historical data
- 20.12. How to: Compare two or more business plans
- 20.13. How to: Join Business Plan Periods to Historical Data
- 20.14. Procedure: Develop the Monthly Business Plan
- 20.15. Procedure: From Monthly Business Plan to Cumulative
- 20.16. Compare the Business Plan with the Performance Data
- 20.17. Procedure: Load Business Plan data into historical analysis
- 20.18. EBITDA NFP summary on Business Plan data
- 20.19. Examples of simulations on real cases
- 20.20. Business Plan Digital Course
- 20.21. Frequently Asked Questions (FAQ) – Business Plan
21. Menu: Presentations
- 21.1. Leanus Commented Report
- 21.2. Management report
- 21.3. Business Plan Report
- 21.4. Develop a Basic Presentation
- 21.5. Develop an In-depth Presentation
- 21.6. Create a personalized presentation
- 21.7. Archive the presentation and create the PDF
- 21.8. Add custom slides
- 21.9. Insert comments on the slides
- 21.10. Frequently Asked Questions (FAQ) – Presentations
22. Menu: Search with Filters
- 22.1. Procedure: Search Companies through filters
- 22.2. Search for companies via list of tax codes
- 22.3. Procedure: Saving / Retrieving search criteria
- 22.4. Procedure: Sum. Calculate the balances from a list
- 22.5. Procedure: Delete Personal Data from List
- 22.6. Info: Ateco code list
- 22.7. Info: List of SAE / RAE codes
- 22.8. Info: List of SIC codes
- 22.9. Info: List of NACE Codes
- 22.10. Frequently Asked Questions (FAQ) – Search with Filters
23. Menu: Group Analysis
- 23.1. Menu: View Group List
- 23.2. Procedure: Create a group of companies selected through the Filters
- 23.3. Procedure: Create Group with name search
- 23.4. How to: Create a group by adding / deleting individual businesses
- 23.5. Procedure: Modify / Update a group
- 23.6. Procedure: Rename a group
- 23.7. Procedure: Delete a group
- 23.8. Procedure: Search for the analysis of a previously created group
- 23.9. Procedure: Duplicate a group
- 23.10. Procedure: Edit a group
- 23.11. How to: Uploads and Batch Lookups
- 23.12. Procedure: Transfer a group to the Reserved Area
- 23.13. Info: Group Creation Methodology
- 23.14. Frequently Asked Questions (FAQ) – Group Analysis
24. Portfolio analysis
- 24.1. Frequently Asked Questions (FAQ) – Portfolio analysis
25. FIDI pre-investigation - Guided collection of qualitative information
26. Management of Adequate Structures
27. Web Services
- 27.1. Frequently Asked Questions (FAQ) – Web Services
28. Leanus Training
- 28.1. Master Class Leanus – Basic
- 28.2. Top Master Class Leanus
- 28.3. Leanus qualified user certification to use the Business Plan module
- 28.4. In-depth thematic webinars
- 28.5. Download Area
29. Conferences and Events
- 29.1. Ferrara: Comparison between Banks – Local Businesses and Professionals
- 29.2. From the analysis of the accounting situation to prospective stress tests
- 29.3. How to prepare the Risk Center and include it in the Periodic Report required by the Adequate Structures
- 29.4. How to prepare and present the periodic report required by the Adequate Organizational Structures
- 29.5. Revolutionizing Credit Assessment with Artificial Intelligence
- 29.6. Richmond Finance Forum 2024
- 29.7. Leanus meets the Banks – the Companies – the Professionals of: BOLZANO
- 29.8. Leanus meets the Banks – the Companies – the Professionals of: TRENTO
- 29.9. Leanus meets the Banks – Companies – Professionals of PUGLIA
- 29.10. Leanus meets the Banks – the Companies – the Professionals of: VICENZA
- 29.11. Leanus meets the Banks – the Companies – the Professionals of: CUNEO
- 29.12. Leanus meets the Banks – the Companies – the Professionals of: PADUA
- 29.13. Leanus meets the Banks – the Companies – the Professionals of: MONZA
- 29.14. Leanus meets the Banks – the Companies – the Professionals of: BERGAMO
- 29.15. Motor Italy – Lombardy – December 2024
- 29.16. Engine Italy – Campania – November 2024
- 29.17. Engine Italy Puglia Horizons 2024 – November 2024
- 29.18. Engine Italy – Liguria – October 2024
- 29.19. Engine Italy – Tuscany – September 2024
- 29.20. Motor Italy – Sicily – July 2024
- 29.21. Motor Italy – Marche – June 2024
- 29.22. Engine Italy – Veneto – May 2024
- 29.23. Motor Italy – Emilia Romagna – April 2024
- 29.24. Motor Italy – Piedmont – March 2024
- 29.25. Motor Italy – Lombardy – December 2023
- 29.26. Motor Italy – Tuscany – November 2023
- 29.27. Motore Italia – Lower Piedmont – October 2023
- 29.28. Motore Italia – Liguria – September 2023
- 29.29. Engine Italy - Emilia Romagna - July 2023
- 29.30. Engine Italy – Sicily – June 2023
- 29.31. Engine Italy – Veneto – April 2023
- 29.32. Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
- 29.33. Conference: Motor Italy - Upper Piedmont - March 2023
- 29.34. Conference: Motor Italy - Milano Finanza - November 2022
- 29.35. Motor Italy Conference - Tuscany Edition 2022
- 29.36. Conference: Motor Italy - Sicily Edition 2022
- 29.37. Conference: Motor Italy - Veneto 2022 Edition
- 29.38. Conference: Motor Italy - Emilia-Romagna 2022 Edition
- 29.39. Conference: Motor Italy - Friuli - Venezia Giulia Edition
- 29.40. Conference: Motor Italy - Milano Finanza - November 2021
- 29.41. Conference: Motor Italy - Piedmont Edition - November 2021
- 29.42. Conference: Motor Italy - Veneto Edition - June 2021
- 29.43. Conference: Motor Italy - Emilia-Romagna Edition - April 2021
- 29.44. Conference: Motor Italy - Milano Finanza - December 2020
- 29.45. Conference: Motor Italy - Milan Finance 2019
- 29.46. Conference: Motor Italy - Milan Finance 2018
- 29.47. The Business Crisis and Insolvency Code
- 29.48. ConfiRes – 18th Edition
- 29.49. ConfiRes – 17th Edition
- 29.50. NPL&UTP 2022 – October 2022
- 29.51. Capital for growth – September 2020
- 29.52. NPL-Credit Risk – September 2020
- 29.53. TMA Italy National Conference
- 29.54. The impact of Fintech on the real economy – October 2019
- 29.55. Conference: Private Equity - Banks - Companies - Entrepreneurs
- 29.56. I agree: Confprofessioni 2017
- 29.57. Conference: The credit process between regulatory constraints and commercial opportunities
- 29.58. BEYOND Corporate Finance – 2018
- 29.59. “BEYOND” the Corporate Finance
30. Study Center
- 30.1. AI-Based Credit Assessment
- 30.2. Traditional banks resist the challenge of Fintech
- 30.3. Financial statements 2020
- 30.4. The new default definition
- 30.5. Agreed 2019/20
- 30.6. FinTechs to the test of COVID-19
- 30.7. Observatory on the financial statements of Srl - Trend 2016-2018
- 30.8. Info: Alert Systems and Asset Quality Review (AQR)
  - 30.8.1. Info: The early signs of the corporate crisis
  - 30.8.2. Info: Crisis. One in four companies is healthy again
- 30.9. Info: Market Watch PMI - Banca IFIS
- 30.10. Info: Watch out for the rating
- 30.11. Info: Compare the cost structure with your benchmark
- 30.12. Info: The plague of late payments
- 30.13. Info: Average collection times by region (2017)
- 30.14. Info: Pay attention to the NFP / EBITDA ratio
- 30.15. Info: Guide to budget analysis
- 30.16. Info: Ordinary, Abbreviated, Consolidated statutory financial statements
- 30.17. Cerved PMI report 2019
- 30.18. Info: How to evaluate the quality of financial statements
- 30.19. Info: There are 5.100 SMEs at NPL risk
- 30.20. Info: The Startup only makes the consultant rich
- 30.21. Info: Renovations. Out of the tunnel of the crisis (or almost)
- 30.22. Info: The contribution of firms to GDP
- 30.23. Info: The Leanus articles in the new Belpietro newspaper
- 30.24. Coronavirus. The list of companies of the municipalities of the red zone
31. Contact
- 31.1. System Status
- 31.2. Frequently Asked Questions (FAQ) – New Customer?
32. L'IMPRENDiTORE srl and the Leanus Team
33. Collaborate with us

ConfiRes – 17th Edition 23 – 24 March 2023

Leanus participated in ConfiRes, the reference event for the world of Italian Confidi since 2006, dedicated to credit and guarantee operators: Banks, Confidi, financial companies, credit brokerage companies, fintech. Theme of this edition: “The future upside down”.

Stephen Carrara - Leanus Administrator – spoke in a double interview with Giacomo Chiari - Prometeia Advisor Sim

29.48. ConfiRes – 18th Edition

29.50. NPL&UTP 2022 – October 2022

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29.49. ConfiRes – 17th Edition

ConfiRes – 17th Edition 23 – 24 March 2023

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