+ Upload Financial Statements Non-digitizable formats - User Manual

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The procedure described below allows you to upload financial statements and accounting situations NOT still available in the Official Register of Companies or Other Suppliers. Therefore, these are balance sheets and accounting situations proprietary.

Some examples of files that fall into this category.

XBR extension format EXCEL Info cameras
PDF Infocamere budgets
PDF extracted from the main management software (Zucchetti, Teamsystem, Sistemi, etc)
XLS e CSV from the main management software (Zucchetti, Teamsystem, Sistemi, etc)
XLS, PDF of software mainly used in the financial system (ModBilJ, Galileo, etc)

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 Balance Sheets.

Upload the balance sheet file you want to process in one of the loading points in Home or in the "Process New Analysis" or + Load balance sheets menus
If the operation is not successful, you can request assistance from the Service Center or follow the instructions given in this guide.

Video pills

From PDF from an accounting situation to a complete analysis in one click!

Process analysis with proprietary source upload (downloaded from its management system, processed in excel or in PDF)

To elaborate a new Analysis not present in the Leanus Archive and not available in the official registers:

If the operation fails, choose one of the alternative upload procedures.
Use the "Manual Input on predefined schemes" procedure to copy the data on the screen to a prospectus of your choice
Use the procedure "Copy data on Excel template (L1, L2, L2,1, L3) and follow the instructions
Request assistance from the Service Center

If you are an expert user, please follow the instructions below

Follow the instructions and read the guides on the following pages for more details.

Upload procedure from the Business Register
Upload Procedure from Other Suppliers
Procedure Loading from FILE OWNERS
Procedure Loading from XML Cerved
Procedure Loading from AGO ZUCCHETTI
Procedure Loading from OMNIA ZUCCHETTI
Spanish Company Loading Procedure
Procedure Loading Hungarian Company
Procedure Loading from Other Sources in civil format
Procedure Loading from PDF
Loading Procedure with Manual Entry

Through the L1, L2 and L3 models, Leanus is able to process any accounting data regardless of language, structure, file type. Click here to view the list of templates for automatic loading of other sources

Remember that to manage the Manual reclassification you need to follow the following operating steps from the Source and Reclassification / reclassification menu on management schemes:

Use the asterisked items to identify:

Net income
Staff Price
Cost for Services
Cost for use of third party assets
Net assets
Total assets
Total liabilities

The asterisked items have no effect on the reclassification but they are used for quadrature checks.

Reclassification before purchasing, il Income Statement
The Calculated Profit must correspond to the profit intercepted by the asterisked items.

Reclassify the Net assets
The Calculated Net Equity must correspond to the Net Equity intercepted through the asterisked items.

Reclassify the Passive
The Calculated Total Liabilities must correspond to the Total Liabilities intercepted through the asterisked items.

Reclassify theActive
The Total Assets Calculated must correspond to the Net Equity intercepted through the asterisked items.

Methodology and video tutorials

Beyond the official balance sheet – how to reclassify provisional data

Reclassification of a detailed chart of accounts: a real case

How to classify 5 financial statements starting from 5 different accounting situations

There are many ways to import personal and balance sheet data to be analyzed; may include loading data from Official National and Foreign Registers or from User's computer; after import, reclassification can take place automatically (with no user intervention required) or manually. In any case, the reclassification model can be edited and saved so that it can also be applied to other personal data.