Download PDF Functions - User Manual - 1

1. Index of contents of the Manual
2. Discover Leanus
- 2.1 Leanus for Banks
- 2.2 Leanus for Professionals
- 2.3 Leanus for CFOs
- 2.4 Leanus for Transfer Pricing
- 2.5 Business case
- 2.6 Contents Training dedicated to customers
- 2.7 The new features
3. First login?
- 3.1 Functionality: Company Search (What are you looking for)
- 3.2 The Public Area and the Reserved Area
- 3.3 Credit top-up procedure
- 3.4 Procedure: Upgrade to Premium Profile
- 3.5 Procedure: Profile Management / Change Password
- 3.6 Procedure: Recover your password
- 3.7 Procedure: Manage cookies
- 3.8 Procedure: Display Problems (add-block)
- 3.9 Problems with Excel
- 3.10 Step by step budget analysis
- 3.11 Glossary
- 3.12 Frequently Asked Questions (FAQ) – First Time Login
- 3.13 PDF Download Functions
4. "SAVE TIME" functions
- 4.1 Business search in the Leanus DB
- 4.2 The multifunction wheel
- 4.3 The Red, Orange, Green symbol
- 4.4 Reclassification – Management of the ± sign
- 4.5 The Navigator Menu
- 4.6 Download to excel
- 4.7 View personal information
- 4.8 View Ordinary / Consolidated Balance Sheets
- 4.9 Search for news and information with Google
- 4.10 Insert comments and notes
- 4.11 Hide / Show Accounting Periods
- 4.12 Reload a balance that has been overwritten or deleted by mistake
- 4.13 Copy the analyses in the Reserved Area
- 4.14 Delete Personal Data in RESERVED AREA
- 4.15 Delete an Analysis or Group
- 4.16 View and customize reclassification criteria
- 4.17 Upload proprietary balance sheets and accounting situations
- 4.18 Update by entering the accounting data manually
- 4.19 Change the source data
- 4.20 Insert your logo in presentations
- 4.21 Create an Alias / anonymize
- 4.22 Update the Personal Data / correct the tax code
- 4.23 View the same menu or analysis for different companies
- 4.24 Corporate Tree Building
5. First page after log-in
- 5.1 Frequently Asked Questions (FAQ) – First page after logging in
6. Buy Documents (Menu)
- 6.1 Chamber Services
- 6.2 Submenu: Negative Event Control
- 6.3 Submenu: Cadastral Services
- 6.4 Submenu: International Registers
- 6.5 Submenu: Search History
- 6.6 Submenu: Variation Monitoring
- 6.7 Commercial Dossier
- 6.8 Submenu: Personalized dossier
- 6.9 Frequently Asked Questions (FAQ) – Buy Documents
7. Process Analysis (Menu)
- 7.1 Filter Personal Data
- 7.2 +Load Balance Sheets. Import Balance Sheets and Accounting Situations
- 7.3 + Search List of Tax Codes via Excel
- 7.4 Processing history
8. Home – Business Analysis Summary
- 8.1 Frequently Asked Questions (FAQ) – Home
9. Source and Reclassification
- 9.1 Submenu: Detailed diagrams
- 9.2 Info: Standard management reclassification (default)
- 9.3 Info: Reclassification Quadrature Control
- 9.4 Function: View the reclassification
- 9.5 Procedure: Management of adjustments
- 9.6 Procedure: Reclassify the asterisked items "other inputs for statistics"
- 9.7 Procedure: Undo all adjustments and customizations
- 9.8 Function: Check Management Schemes
- 9.9 How to: Customize Reclassifications
- 9.10 How to: Archive / Retrieve custom reclassification criteria
- 9.11 Procedure: Manual corrections of the data source
- 9.12 Procedure: Include items of other payables in NFP
- 9.13 Functionality: Advanced adjustments with description and calculation of totals
  - 9.13.1 Leasing management (IFRS16). Examples of Adjustment Procedures
- 9.14 Analysis by Profit Center or by Business Unit
- 9.15 Info: The reclassification of the statutory financial statements
- 9.16 Main Sources and Examples of Reclassification
- 9.17 Frequently Asked Questions (FAQ) – Source and Reclassification
10 Budget analysis
- 10.1 Submenu: Economic and Financial Summary
  - 10.1.1 Submenu: EBITDA NFP summary / analysis
- 10.2 Submenu: Income Statement (Classic)
- 10.3 Procedure: Classic Income Statement Reclassification
- 10.4 Submenu: Income Statement (Management)
- 10.5 Submenu: Balance Sheet (Sources-Uses)
- 10.6 Submenu: Balance Sheet (for Liquidity)
- 10.7 Submenu: Balance Sheet (Abbreviated Financial Statements)
- 10.8 Submenu: Cash Flow Statement
- 10.9 Submenu: OIC Cash Flow Statement
- 10.10 Submenu: Normalized Civil Scheme
- 10.11 Stress Test
- 10.12 Submenu: Balance Sheet Indices
- 10.13 Submenu: Bankability Indices (DSCR)
- 10.14 Submenu: LOM Corporate indicators
- 10.15 Submenu: Company Evaluation
- 10.16 Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
- 10.17 Procedure: Extend the analysis to 10 years and beyond
- 10.18 Submenu: AQR scheme 1
- 10.19 Development of the Crisis Code
- 10.20 Frequently Asked Questions (FAQ) - Financial Statement Analysis
11 Other Custom Schemes
- 11.1 Custom AQR1 Scheme
- 11.2 Custom CRF scheme
- 11.3 Custom Bank Scheme
- 11.4 Custom Bank Corporate Scheme
- 11.5 Custom Confidi Scheme
- 11.6 Custom AQR 2 Scheme
- 11.7 Submenu: Financial flows and NCCs
- 11.8 Frequently Asked Questions (FAQ) – Other Schemes
12 Last Period Evaluation
- 12.1 Submenu: Risk profile
- 12.2 Submenu: Leanus Score
- 12.3 Info: Calculation of MCC Guarantee Fund Rating
- 12.4 Central Risk Processing
- 12.5 Submenu: Process Central Credit Register (CR)
- 12.6 Submenu: Debt capacity and Recommended credit line
- 12.7 Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
- 12.8 Submenu: General KPIs and Objectives
- 12.9 Info: DSCR calculation and bankability indices
- 12.10 Menu: Liquidation Balance Sheet and Bankruptcy Procedures
  - 12.10.1 Frequently Asked Questions (FAQ) – Clearance
- 12.11 Frequently Asked Questions (FAQ) - Evaluation Last Period
13 Benchmark
- 13.1 Procedure: Associate Companies / Choose Benchmarks
- 13.2 Customers - Suppliers Association
- 13.3 How to: Find Benchmark Firms
- 13.4 EBITDA NFP summary for the Benchmark
- 13.5 Frequently Asked Questions (FAQ) – Benchmark
14 Business Plan
- 14.1 Inertial or automatic Business Plan
- 14.2 Business plans for startups
- 14.3 Business Plan for Business Unit or Product Family
- 14.4 Compare the Business Plan with the Performance Data
- 14.5 Compare two or more business plans
- 14.6 Monthly Business Plan
- 14.7 from Monthly Business Plan to Cumulative
- 14.8 Loading Client Business Plan Data into Historical Analysis
- 14.9 Entering the income statement assumptions into the BP
- 14.10 Enter the assumptions relating to the cost of personnel and the number of employees
- 14.11 Enter the assumptions relating to financial charges
- 14.12 Devaluation Management
- 14.13 Inserting Assumptions into the Business Plan
- 14.14 Reset the hypotheses previously entered
- 14.15 Develop a business plan for 10 years or more
- 14.16 Save and historicize simulations
- 14.17 Add Remove Annuity to Business Plan
- 14.18 Manually edit historical data
- 14.19 merge business plan periods with historical data
- 14.20 EBITDA NFP summary on Business Plan data
- 14.21 Examples of simulations on real cases
- 14.22 Business Plan Digital Course
- 14.23 Frequently Asked Questions (FAQ) – Business Plan
15 Presentations
- 15.1 Leanus Commented Report
- 15.2 Report on Adequate Assets
- 15.3 Management report
- 15.4 Business Plan Report
- 15.5 Develop a Basic Presentation
- 15.6 Develop an In-depth Presentation
- 15.7 Create a personalized presentation
- 15.8 Archive the presentation and create the PDF
- 15.9 Add custom slides
- 15.10 Insert comments on the slides
- 15.11 Frequently Asked Questions (FAQ) – Presentations
16 Search with Filters
- 16.1 Procedure: Search Companies through filters
- 16.2 Search for companies via list of tax codes
- 16.3 Procedure: Saving / Retrieving search criteria
- 16.4 Procedure: Sum. Calculate the balances from a list
- 16.5 Info: Ateco code list
- 16.6 Info: List of SAE / RAE codes
- 16.7 Info: List of SIC codes
- 16.8 Info: List of NACE Codes
- 16.9 Frequently Asked Questions (FAQ) – Search with Filters
17 Group Analysis
- 17.1 Menu: View Group List
- 17.2 Procedure: Create a group of companies selected through the Filters
- 17.3 Procedure: Create Group with name search
- 17.4 How to: Create a group by adding / deleting individual businesses
- 17.5 Procedure: Modify / Update a group
- 17.6 Procedure: Rename a group
- 17.7 Procedure: Delete a group
- 17.8 Procedure: Search for the analysis of a previously created group
- 17.9 Procedure: Duplicate a group
- 17.10 Procedure: Edit a group
- 17.11 How to: Uploads and Batch Lookups
- 17.12 Procedure: Transfer a group to the Reserved Area
- 17.13 Aggregate two or more Business Plans
- 17.14 Info: Group Creation Methodology
- 17.15 Frequently Asked Questions (FAQ) – Group Analysis
18 Portfolio analysis
- 18.1 Frequently Asked Questions (FAQ) – Portfolio analysis
19 FIDI pre-investigation - Guided collection of qualitative information
20 Web Services
- 20.1 Frequently Asked Questions (FAQ) – Web Services
21 Leanus Training
- 21.1 Master Class Leanus – Basic
- 21.2 Top Master Class Leanus
- 21.3 Leanus qualified user certification to use the Business Plan module
- 21.4 In-depth thematic webinars
- 21.5 Download Area
22 Conferences and Events
- 22.1 The Business System of the Province of Bologna
- 22.2 Ferrara: Comparison between Banks – Local Businesses and Professionals
- 22.3 From the analysis of the accounting situation to prospective stress tests
- 22.4 How to prepare the Risk Center and include it in the Periodic Report required by the Adequate Structures
- 22.5 How to prepare and present the periodic report required by the Adequate Organizational Structures
- 22.6 Revolutionizing Credit Assessment with Artificial Intelligence
- 22.7 Richmond Finance Forum 2024
- 22.8 The Business System of the Province of Genoa
- 22.9 Leanus meets the Banks – the Companies – the Professionals of: BOLZANO
- 22.10 Leanus meets the Banks – the Companies – the Professionals of: TRENTO
- 22.11 Leanus meets the Banks – Companies – Professionals of PUGLIA
- 22.12 Leanus meets the Banks – the Companies – the Professionals of: VICENZA
- 22.13 Leanus meets the Banks – the Companies – the Professionals of: CUNEO
- 22.14 Leanus meets the Banks – the Companies – the Professionals of: PADUA
- 22.15 Leanus meets the Banks – the Companies – the Professionals of: MONZA
- 22.16 Leanus meets the Banks – the Companies – the Professionals of: BERGAMO
- 22.17 Engine Italy – Emilia Romagna – March 2025
- 22.18 Engine Italy National – March 2025
- 22.19 Motor Italy – Lombardy – December 2024
- 22.20 Engine Italy – Campania – November 2024
- 22.21 Engine Italy Puglia Horizons 2024 – November 2024
- 22.22 Engine Italy – Liguria – October 2024
- 22.23 Engine Italy – Tuscany – September 2024
- 22.24 Motor Italy – Sicily – July 2024
- 22.25 Motor Italy – Marche – June 2024
- 22.26 Engine Italy – Veneto – May 2024
- 22.27 Motor Italy – Emilia Romagna – April 2024
- 22.28 Motor Italy – Piedmont – March 2024
- 22.29 Motor Italy – Lombardy – December 2023
- 22.30 Motor Italy – Tuscany – November 2023
- 22.31 Motore Italia – Lower Piedmont – October 2023
- 22.32 Motore Italia – Liguria – September 2023
- 22.33 Engine Italy - Emilia Romagna - July 2023
- 22.34 Engine Italy – Sicily – June 2023
- 22.35 Engine Italy – Veneto – April 2023
- 22.36 Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
- 22.37 Conference: Motor Italy - Upper Piedmont - March 2023
- 22.38 Conference: Motor Italy - Milano Finanza - November 2022
- 22.39 Motor Italy Conference - Tuscany Edition 2022
- 22.40 Conference: Motor Italy - Sicily Edition 2022
- 22.41 Conference: Motor Italy - Veneto 2022 Edition
- 22.42 Conference: Motor Italy - Emilia-Romagna 2022 Edition
- 22.43 Conference: Motor Italy - Friuli - Venezia Giulia Edition
- 22.44 Conference: Motor Italy - Milano Finanza - November 2021
- 22.45 Conference: Motor Italy - Piedmont Edition - November 2021
- 22.46 Conference: Motor Italy - Veneto Edition - June 2021
- 22.47 Conference: Motor Italy - Emilia-Romagna Edition - April 2021
- 22.48 Conference: Motor Italy - Milano Finanza - December 2020
- 22.49 Conference: Motor Italy - Milan Finance 2019
- 22.50 Conference: Motor Italy - Milan Finance 2018
- 22.51 The Business Crisis and Insolvency Code
- 22.52 ConfiRes – 18th Edition
- 22.53 ConfiRes – 17th Edition
- 22.54 NPL&UTP 2022 – October 2022
- 22.55 Capital for growth – September 2020
- 22.56 NPL-Credit Risk – September 2020
- 22.57 TMA Italy National Conference
- 22.58 The impact of Fintech on the real economy – October 2019
- 22.59 Conference: Private Equity - Banks - Companies - Entrepreneurs
- 22.60 I agree: Confprofessioni 2017
- 22.61 Conference: The credit process between regulatory constraints and commercial opportunities
- 22.62 BEYOND Corporate Finance – 2018
- 22.63 “BEYOND” the Corporate Finance
23 Study Center
- 23.1 AI-Based Credit Assessment
- 23.2 Traditional banks resist the challenge of Fintech
- 23.3 Financial statements 2020
- 23.4 The new default definition
- 23.5 Agreed 2019/20
- 23.6 FinTechs to the test of COVID-19
- 23.7 Observatory on the financial statements of Srl - Trend 2016-2018
- 23.8 Info: Alert Systems and Asset Quality Review (AQR)
  - 23.8.1 Info: The early signs of the corporate crisis
  - 23.8.2 Info: Crisis. One in four companies is healthy again
- 23.9 Info: Market Watch PMI - Banca IFIS
- 23.10 Info: Watch out for the rating
- 23.11 Info: Compare the cost structure with your benchmark
- 23.12 Info: The plague of late payments
- 23.13 Info: Average collection times by region (2017)
- 23.14 Info: Pay attention to the NFP / EBITDA ratio
- 23.15 Info: Guide to budget analysis
- 23.16 Info: Ordinary, Abbreviated, Consolidated statutory financial statements
- 23.17 Cerved PMI report 2019
- 23.18 Info: How to evaluate the quality of financial statements
- 23.19 Info: There are 5.100 SMEs at NPL risk
- 23.20 Info: The Startup only makes the consultant rich
- 23.21 Info: Renovations. Out of the tunnel of the crisis (or almost)
- 23.22 Info: The contribution of firms to GDP
- 23.23 Info: The Leanus articles in the new Belpietro newspaper
- 23.24 Coronavirus. The list of companies of the municipalities of the red zone
- 23.25 Pharmacy Sector – Ateco 47.73.1
24 Contact us
- 24.1 System Status
- 24.2 Frequently Asked Questions (FAQ) – New Customer?
25 L'IMPRENDiTORE srl and the Leanus Team
26 Collaborate with us

Scarica come PDF

PDF Download Functions

Search by Roles - Physical and Legal Persons (Menu: Process Analysis/Filter Master Data)

Download the information sheet here

FIDI pre-investigation - Guided collection of qualitative information

Download the PDF here

3.12 Frequently Asked Questions (FAQ) – First Time Login

4. "SAVE TIME" functions

Feedback

Post your feedback on this topic.