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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 Balances.

How to transfer data from Accounting to Leanus Premium or Leanus to Consumption (from OMNIA to Zucchetti)

This option allows you to process a Leanus analysis using one of the chart of accounts templates in CSV downloaded from Omnia Zucchetti.

To elaborate a XBR extension you can use the function Upload Financial Statements or follow the instructions below.
The operation, if required, must be carried out in the Reserved Area.

Which users OMNIA can download the form CSV compatible with Leanus (Z-Leanus, Premium, Leanus Consumption version)?

According to information provided by Zucchetti, they can download the file CSV compatible with Leanus the following Customers OMNIA ZUCCHETTI:

  • all Customers who have an active Z-Leanus contract;
  • all Customers who had an active Z-Leanus contract until 2019 or in previous years.

They will not be able to download the file CSV compatible with Leanus customers OMNIA is NOT have ever signed a contract with Z-Leanus with Zucchetti.

What is the procedure to download the file CSV from Omnia Zucchetti and elaborate the Leanus analysis?

Log in to Omnia
Go to Periodicals / Transfers / Leanus Export….
Export files that you want to manage within Leanus
Archive them on your computer

Log in to Leanus
Go to Process Analysis / New Budget Analysis / Upload Accounting Situations from Zucchetti management system AGO (XML) to OMNIA (CSV)
Click on Select a File (or drag the file to the orange area)

In the case of an existing registry on Leanus it will be necessary to use the procedure +Analysis Update.

Log in to Leanus
Select the company data to update
Go to +upload financial statements/Processing from accounting
Click on Select a File (or drag the file to the orange area)

Omnia allows you to download two or more accounting situations at the same time; is it possible to load them with a single operation on Leanus?

YES. Leanus manages the different configurations present on the files both in the Analysis Creation and Analysis Update phase CSV Omnia.

Is it possible to manage personalized charts of accounts?

YES. It is possible to manage customized charts of accounts by uploading both the chart of accounts and the accounting data (including PDF custom). You need to download from OMNIA both the Numerical file and the Chart of Accounts.

View the image to view the download process for both files OMNIA to upload to Leanus

Flagga “Include PDC Custom” in the loading procedure as shown in the figure

Flagga “overwrite the analyzes present on Leanus” to avoid duplication

Click on Import

The reclassification procedure will take into account any customizations made by the user. In case of squaring it is necessary to link the reclassification items via the menu "Source and Reclassification/Reclassification Source on Management Schemes"

For more information, contact Zucchetti assistance or the Leanus Service Center directly

What happens when the chart of accounts is loaded OMNIA?

If the data present in the Source (csv) are correct and complete, at the end of the operation you will see the Home page. In other cases you will see the Menu of Reclassification where you can check any anomalies recorded. You can complete the analysis model using the adjustment columns present in the Income Statement and Balance Sheet layouts.

How can I also obtain the calculation of the indicators of the Crisis, the Band MCC and the Cash Flow Statement OIC?

Users AGO, upon loading, they will also obtain the reclassification of the statutory scheme necessary to obtain the indicated analyzes. Users OMNIA instead they will have to carry out the manual reclassification of the Source (csv) on the statutory scheme from the "Source and Reclassification" menu
Once the reclassification has been carried out the first time, it is possible to save the model and reuse it later also for other master data that share the same scheme

If I've never had Z-Leanus, can I still transfer data from Omnia to Leanus Premium or Leanus to Consumo?

YES. you can download the file CSV and upload it to Leanus via model L2 or L2.1. For more information contact the Service Center.




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


Dedicated webinars

Beyond the official balance sheet – how to reclassify provisional data


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