+Upload financial statements and accounting situations in any format - User Manual

Request Demo

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

The procedure described below allows you to upload financial statements and accounting situations NO 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.

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

The operation, if required, must be performed in Reserved Area.

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.

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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