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 extracts 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 time of loading, the accounting data are automatically reclassified
If the file to be managed does not fall into any of the categories, the user can use the loading procedures via L1, L2, L3 template or the manual input procedure on predefined schemes. For further details, consult the menu + Load Balances
+ 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
Post your feedback on this topic.