Request Demo

+ Upload Financial Statements and Accounting Situations in any format

This option allows you to * process an analysis using a balance sheet or accounting situation in any format (PDF, XBR extension, XML, CSV etc.)

The operation, if foreseen, must be carried out in the Reserved Area

Log in to Leanus
Go to * Process Analysis / + Upload Financial Statements
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.

_________________________________________________________________________________________

NOTES:

Step 2
Leanus automatically recognizes and reclassifies most budget formats and accounting situations. If in doubt, try loading anyway. Are expected numerous checks which 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.

IMPORTANT: it is always possible to use the quick loading method using the "+ Load Financial Statements * function

If the upload file has already been prepared L1, L2, L2.1 or L3 or you have a PDF, Of a XBR extension or other formats, it is possible to carry out direct loading using the different loading points present:
On the Log-in page
On the Home Page Company
In the Menu + New Budget Analysis
"+ Upload Financial Statements"

The wizard will allow the management of the single case

_________________________________________________________________________________________

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

_________________________________________________________________________________________

Watch this video to learn more

Download here the complete index of the Leanus manual

Feedback

Was it helpful?

Si No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thanks you!
Thank you for your feedback.

Post your feedback on this topic.

Please do not use for support inquiries.
For customer support, contact us here.

Pubblica commento