Request Demo

The accounting situations processed AGO - Zucchetti can always be processed with Leanus. It is possible to do this in different ways:

- By carrying out the direct transfer from AGO to Leanus (see procedure below)
- Generating in AGO il PDF with the Accounts detail and reloading it in Leanus

Generazione PDF da AGO and upload to Leanus

For this procedure it is sufficient to generate the PDF in AGO and reload it on Leanus through the menu + Upload Financial Statements

In general most of the PDF balance sheets are automatically managed by Leanus. If necessary, contact the Service Center for Assistance

Direct transfer from AGO to Leanus

How is the transfer made?

Just click on "Send data to Leanus" as shown in the figure
Zucchetti procedure

The system automatically transfers the accounting situation to Leanus
Leanus automatically carries out the reclassification and creation of the analysis model

How is the transfer of the interim financial statements carried out?

The user can decide to analyze an interim balance sheet by exporting the data from the functionality
"Consultancy> Interim financial statements"

Just click on "Send data to Leanus" as shown in the figure

The system automatically transfers the accounting situation to Leanus
Leanus automatically carries out the reclassification and creation of the analysis model

How to download an accounting situation that also includes the customer's management accounts imported with the procedure import management balances?

Select Budget / Query menu
Budget scheme XBR extension
Format should be pre-set PDF
Select the desired format (XBR extension, XML..)
The file is now usable for uploading to Leanus

How to configure AGO to be able to transfer the accounting situations to Leanus?

Log in to AGO like CEO
Go to: "Settings> System> Configuration> * Web Services"
Click on * Link to Leanus
Enter theURL as indicated below

For users who use the Service accessible at: www.leanuslab.com/zucchetti or WWW.ANALYSIZUCCHETTI.IT enter: http://www.leanuslab.com/zucchetti/shared/soap_ago.php?wsdl
For users who use the Services LEANUS PREMIUM accessible at: www.leanuslab.com or www.leanuslab.com/leanuspublic enter: http://www.leanuslab.com/leanuspublic/shared/soap_ago.php?wsdl
For users who use the Services LEANUS A CONSUMPTION accessible at: www.leanusonline.com or www.leanuslab.com/leanusonline enter: http://www.leanuslab.com/leanusonline/shared/soap_ago.php?wsdl

To obtain the PASSWORD and KEY D’ACCESS contact the CENTER SERVICES clicking here. The key will be generated in real time.

What are the differences between Leanus Zucchetti and Leanus PREMIUM?

The Leanus PREMIUM include, in addition to what is available for Leanus Zucchetti:
Access to the Data Base of the Analysis of all Italian Companies (about 450.000 Master Data for a total of over 2.000.000 financial statements analyzed)
The possibility of carrying out searches using filters to identify Target, Customer List and to carry out sector studies
I KPI Sectoral (also available for the Benchmark and the annual or monthly Business Plan)
I KPI of the Crisis Code (also available for the Benchmark and the annual or monthly Business Plan)
Il Module DSCR extension and the bankability indices (also available for the Benchmark and the annual or monthly Business Plan)
- indicators LOM (Loan Origination and Monitoring) (also available for Benchmark and Annual or Monthly Business Plan)
Lo Civilistic scheme (available also for the Benchmark and the Business Plan yearly or monthly)
- schemes AQR extension (also available for the Benchmark and the annual or monthly Business Plan)
Il Cash Flow Statement also in Format OIC (also available for the Benchmark and the annual or monthly Business Plan)
La Middle Central Credit Band MCC
The analysis of the Central Risks
The analysis of Shareholders, equity investments, beneficial owners and the corporate structure
The direct connection with the Business Register
Direct Connection with other Italian and Foreign Suppliers
The ability to select the language between Italian, English and Spanish

What are the advantages of transferring data from Ago Zucchetti to Leanus?

Following the simple click on the Leanus logo placed inside the procedure AGO Zucchetti, the system automatically performs the following operations:
AGO the transfers the file to Leanus XML relating to the completed chart of accounts of the company being transferred
Leanus automatically reclassifies the chart of accounts and without user intervention processes both management schemes that it standardized statutory scheme
Leanus elaborates the entire analysis model on the basis of the accounting situation (including interim) that has just been transferred
The user is automatically redirected to Leanus. (no login required)

What analyzes and elaborations are available on Leanus?

The Leanus analysis model is extremely deep and complex

For more details, consult the different sections of this manual

The reclassification model is customizable and it is possible to carry out scenario and what-if analyzes

It is possible to download theXML da AGO and reload it on Leanus?

To download the accounting situation in Xml format, it is necessary to simulate a data transfer to Leanus by clicking on the appropriate icon in the balance flow.

Done this from the menu AGO: “Settings - organizational structure - users” by accessing the user who performed the function and from the “personal documents” folder it is possible to download the file called “LEANUS ………… .xml”.

Below is the operating procedure

With Admin user

Access the menu: Settings - System - Web services

Log in to the Leanus link
Add a dummy character in the url field


Subsequently, from the budget flow, simulate the transfer to Leanus by clicking on the appropriate icon Access the menu: Settings - Organizational structure - Users

The data transfer file in xml format is made available in the user's personal folders (User Profile / Personal Documents)

It is possible to configure the connection between AGO and Leanus PREMIUM in version PROOF?

SI

WARNING:
If you use Leanus on Consumption or Leanusonline, you must have a positive credit balance or make a Top-up of at least 20 Euros. If the credit balance is zero, the transfer fails. Ago does not return any error messages or warnings.

How to upload the XML downloaded from AGO?

To upload data to Leanus, carry out the operation described below.

Log in to Leanus
Go to Process Analysis / New Budget Analysis / from XBR extension, XML, XLS
Click on Select a File (or drag the file to the orange area)
Select the file from your PC and wait for it to load
Click on Import
wait the completion of the operation

If the information is complete at the end of the operation you will see the Home page. If the reclassification has not been completed you will see the page Reclassification where you can check any anomalies recorded.

How to upload the XML downloaded from AGO in case the analysis is already present on Leanus?

Log in to Leanus
Select the analysis of your interest (Up PREMIUM log in first toAREA CONFIDENTIAL)
Click on "+ Update Analysis"
Select / from XBR extension, XML, XLS*
Click on Select a File (or drag the file to the orange area)
Select the file from your PC and wait for it to load
Click on Import
wait the completion of the operation

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NOTES:

Step 2
Leanus automatically recognizes and reclassifies most budget formats and accounting situations. If in doubt, try loading anyway. There are numerous checks that will help you understand how to proceed.

Step 5
If there is a charge for the search operation, the amount is indicated next to the button It matters.

Step 6
If the company is already present in your registry list archive, a message will appear indicating the tax code of the person present in the archive. Click on the tax code and repeat the operation through the menu Update Balance Sheet Analysis / from XBR extension, XML, XLS.

On my Leanus I already have some analyzes elaborated through theXML transferred from AGO but the statutory scheme, the Fascia MCC, the Cash Flow Statement OIC and the indicators of the Crisis are not calculated. What should I do?

For the analyzes processed before August 2020, the user must intervene for the reclassification of the civil law.

To obtain the reclassification of the statutory scheme for the analyzes processed before August 2020:
Log in to Leanus
Select the analysis of your interest (Up PREMIUM log in first toAREA CONFIDENTIAL)
Go to Financial Statement Analysis / Statutory Scheme
Click on Reset Reclassification

If the analysis is already present on Leanus, being updated with a new one XML, the statutory scheme is automatically reclassified

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A null Credit balance or exceeding the maximum number of analyzes allowed can make it impossible to complete the operation.

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Watch this video to learn more

Download here the complete index of the Leanus manual

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