User Manual
Index
User Manual
1.
Discover Leanus
1.1.
Leanus for Banks
1.2.
Leanus for Professionals
2.
Free Trial
3.
First login?
3.1.
Procedure: Display Problems (add-block)
3.2.
Functionality: Company Search (What are you looking for)
3.3.
The Public Area and the Reserved Area
3.4.
Credit top-up procedure
3.5.
Procedure: Upgrade to Premium Profile
3.6.
Procedure: Profile Management / Change Password
3.7.
Procedure: Recover your password
3.8.
Procedure: Edit email
3.9.
Procedure: Manage cookies
3.10.
The new features
3.11.
Contents Training dedicated to customers
3.12.
Problems with Excel
3.13.
Step by step budget analysis
3.14.
Glossary
3.15.
Frequently Asked Questions (FAQ) – First Time Login
3.16.
PDF Download Functions
4.
"SAVE TIME" functions
4.1.
Function: Search
4.2.
Function: The multifunctional wheel
4.3.
Function: The Red, Orange, Green symbol
4.4.
Info: Reclassification – Management of the ± sign
4.5.
Function: The Navigator Menu
4.6.
Function: Download in excel
4.7.
Function: Information tag
4.8.
Function: To manage the company registry
4.9.
Function: Search news and information with Google
4.10.
Function: View the Consolidated Financial Statements (and vice versa)
4.11.
Function: Notes Management
4.12.
Function: Hide / Show accounting periods
4.13.
Function: Copy analysis in Reserved Area
4.14.
Function: Delete an Analysis or a Group
4.15.
Function: View source data from reclassification schemes
4.16.
Upload balance sheets and accounting situations
4.17.
Function: Update by entering the accounting data manually
4.18.
Procedure: Change the source data
4.19.
Function: To insert your own logo in presentations
4.20.
Function: Create an Alias / anonymize
4.21.
Registry update / tax code correction
4.22.
Function: View the same analysis for different companies
4.23.
How to: Create Custom Charts
4.24.
Corporate Tree Building
4.25.
Request Help
5.
First page after log-in
5.1.
Frequently Asked Questions (FAQ) – First page after logging in
6.
Menu: Buy Documents
6.1.
Chamber Services
6.1.1.
Submenu: Company searches and latest financial statements
6.1.2.
Submenu: Corporate Offices
6.1.3.
Submenu: Financial Statements Archive
6.1.4.
Submenu: Protests
6.1.5.
Submenu: Proceedings
6.1.6.
Info: The company registration certificate becomes even more legible!
6.1.7.
Info: Chamber Documents
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.
Menu: Process Analysis
7.1.
Procedure: + Upload Financial Statements (manual reclassification)
7.1.1.
+ Load financial statements from Excel (L2 model)
7.1.2.
+ Upload Financial Statements and Accounting Situations in any format
7.2.
Submenu: Processing history
7.3.
Frequently Asked Questions (FAQ) – Process Analysis
7.4.
Procedure: + Upload Financial Statements (automatic reclassification)
7.4.1.
+Upload Financial Statements Filed in the Company Register
7.4.2.
+ Upload balances filed by "Other Suppliers"
7.4.3.
+Upload financial statements and accounting statements in any format including PDF
7.4.4.
+Upload Cerved XML Balances
7.4.5.
+Upload Zucchetti AGO accounting situations
7.4.6.
+Upload Accounting statements Omnia Zucchetti
7.4.7.
+Upload Accounting situation TeamSystem
7.4.8.
+Upload accounting situations from Galileo (confidi)
7.4.9.
+Upload accounting situations from ICCREA's ModBilJ
7.4.10.
+Upload Cebi Cerved accounting statements
7.4.11.
+Financial Statements for Spanish Companies
7.4.12.
+Load Balances: Manual Input of Accounting Data on Predefined Schemes
7.4.13.
+Upload Financial Statements from other proprietary sources in statutory format (Model L1, L3)
8.
Menu: Filter Personal Data
9.
Menu: + Search List of Tax Codes via Excel
10.
Menu: Home
10.1.
Frequently Asked Questions (FAQ) – Home
11.
Menu: Source and Reclassification
11.1.
Submenu: Detailed diagrams
11.1.1.
Submenu: Detailed Income Statement (Added Value and Contribution Margin)
11.1.2.
Submenu: Detailed Income Statement (Added Value and Costs by Nature)
11.1.3.
Submenu: Detailed Balance Sheet (Sources-Uses)
11.1.4.
Submenu: Detailed Balance Sheet (for liquidity)
11.1.5.
Submenu: Detailed Balance Sheet (Abbreviated Financial Statements)
11.2.
Info: Standard management reclassification (default)
11.3.
Info: Reclassification Quadrature Control
11.4.
Function: View the reclassification
11.5.
Procedure: Management of adjustments
11.6.
Procedure: Reclassify the asterisked items "other inputs for statistics"
11.7.
Procedure: Undo all adjustments and customizations
11.8.
Function: Check Management Schemes
11.9.
How to: Customize Reclassifications
11.10.
How to: Archive / Retrieve custom reclassification criteria
11.11.
Procedure: Manual corrections of the data source
11.12.
Procedure: Include items of other payables in NFP
11.13.
Functionality: Advanced adjustments with description and calculation of totals
11.13.1.
Leasing management (IFRS16). Examples of Adjustment Procedures
11.14.
Analysis by Profit Center or by Business Unit
11.15.
Info: The reclassification of the statutory financial statements
11.16.
Main Sources and Examples of Reclassification
11.17.
Frequently Asked Questions (FAQ) – Source and Reclassification
12.
Menu: Budget analysis
12.1.
Submenu: Economic and Financial Summary
12.1.1.
Submenu: EBITDA NFP summary / analysis
12.2.
Submenu: Income Statement (Classic)
12.3.
Procedure: Classic Income Statement Reclassification
12.4.
Submenu: -> Income Statement (Management)
12.5.
Submenu: -> Balance Sheet (Sources-Uses)
12.6.
Submenu: Balance Sheet (for Liquidity)
12.7.
Submenu: Balance Sheet (Abbreviated Financial Statements)
12.8.
Submenu: Cash Flow Statement
12.9.
Submenu: OIC Cash Flow Statement
12.10.
Submenu: Normalized Civil Scheme
12.11.
Submenu: Balance Sheet Indices
12.12.
Submenu: Bankability Indices (DSCR)
12.13.
Submenu: LOM Corporate indicators
12.14.
Submenu: Company value
12.15.
Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
12.16.
Procedure: Extend the analysis to 10 years and beyond
12.17.
Submenu: AQR scheme 1
12.18.
Development of the Crisis Code
12.19.
Frequently Asked Questions (FAQ) - Financial Statement Analysis
13.
Menu: + Load Balance Sheets
13.1.
Frequently Asked Questions (FAQ) – Upload Balances
14.
Menu: Other Custom Schemes
14.1.
Custom AQR1 Scheme
14.2.
Custom CRF scheme
14.3.
Custom Bank Scheme
14.4.
Custom Bank Corporate Scheme
14.5.
Custom Confidi Scheme
14.6.
Custom AQR 2 Scheme
14.7.
Submenu: Financial flows and NCCs
14.8.
Frequently Asked Questions (FAQ) – Other Schemes
15.
Menu: Last Period Evaluation
15.1.
Submenu: Risk profile
15.2.
Submenu: Leanus Score
15.3.
Info: Calculation of MCC Guarantee Fund Rating
15.4.
Central Risk Processing
15.5.
Submenu: Process Central Credit Register (CR)
15.6.
Submenu: Debt capacity and Recommended credit line
15.7.
Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
15.8.
Submenu: General KPIs and Objectives
15.9.
Info: DSCR calculation and bankability indices
15.10.
Menu: Liquidation Balance Sheet and Bankruptcy Procedures
15.10.1.
Frequently Asked Questions (FAQ) – Clearance
15.11.
Frequently Asked Questions (FAQ) - Evaluation Last Period
16.
Menu: Benchmarks
16.1.
Procedure: Associate Companies / Choose Benchmarks
16.2.
Customers - Suppliers Association
16.3.
How to: Find Benchmark Firms
16.4.
EBITDA NFP summary for the Benchmark
16.5.
Frequently Asked Questions (FAQ) – Benchmark
17.
Menu: Business Plans
17.1.
Info: inertial or automatic Business Plan
17.2.
Procedure: Enter the assumptions of the income statement
17.3.
Procedure: Enter the balance sheet assumptions
17.4.
Procedure: Reset the hypotheses previously entered
17.5.
Procedure: Enter the assumptions relating to the cost of personnel and the number of employees
17.6.
Procedure: Enter the assumptions relating to financial charges
17.7.
Procedure: Save and historicize the simulations
17.8.
How to: Add Delete Annuity to Business Plan
17.9.
Procedure: Develop a business plan for 10 years or more
17.10.
Procedure: Business plan for startups
17.11.
How to: Manually change the source data
17.12.
How to: Compare two or more business plans
17.13.
How to: Join Business Plan Periods to Historical Data
17.14.
Examples of simulations on real cases
17.15.
Procedure: Develop the Monthly Business Plan
17.16.
EBITDA NFP summary on Business Plan data
17.17.
Business Plan Digital Course
17.18.
Frequently Asked Questions (FAQ) – Business Plan
18.
Menu: Presentations
18.1.
Leanus Commented Report
18.2.
Develop a Basic Presentation
18.3.
Develop an In-depth Presentation
18.4.
Create a personalized presentation
18.5.
Archive the presentation and create the PDF
18.6.
Add custom slides
18.7.
Insert comments on the slides
18.8.
Frequently Asked Questions (FAQ) – Presentations
19.
Menu: Search with Filters
19.1.
Procedure: Search Companies through filters
19.2.
Procedure: Saving / Retrieving search criteria
19.3.
Procedure: Sum. Calculate the balances from a list
19.4.
Procedure: Delete Personal Data from List
19.5.
Info: Ateco code list
19.6.
Info: List of SAE / RAE codes
19.7.
Info: List of SIC codes
19.8.
Info: List of NACE Codes
19.9.
Frequently Asked Questions (FAQ) – Search with Filters
20.
Menu: Group Analysis
20.1.
Menu: View Group List
20.2.
Procedure: Create a group of companies selected through the Filters
20.3.
Procedure: Create Group with name search
20.4.
How to: Create a group by adding / deleting individual businesses
20.5.
Procedure: Modify / Update a group
20.6.
Procedure: Rename a group
20.7.
Procedure: Delete a group
20.8.
Procedure: Search for the analysis of a previously created group
20.9.
Procedure: Duplicate a group
20.10.
Procedure: Edit a group
20.11.
How to: Uploads and Batch Lookups
20.12.
Procedure: Transfer a group to the Reserved Area
20.13.
Info: Group Creation Methodology
20.14.
Frequently Asked Questions (FAQ) – Group Analysis
21.
Portfolio analysis
21.1.
Frequently Asked Questions (FAQ) – Portfolio analysis
22.
FIDI pre-investigation - Guided collection of qualitative information
23.
Web Services
23.1.
Frequently Asked Questions (FAQ) – Web Services
24.
Training
24.1.
Calendar of upcoming online events
24.2.
Master Archive (Download Area)
24.2.1.
Master in OPERATIONAL FINANCE
24.2.2.
Master MANAGEMENT OF THE CREDIT PROCESS
24.2.3.
Master CONSULTING TO SMEs for COMMERCIALISTS
24.3.
Webinar archive
24.4.
Business finance in a nutshell
24.5.
Conferences and Events Calendar
24.5.1.
Motore Italia – Lower Piedmont – October 2023
24.5.2.
Motore Italia – Liguria – September 2023
24.5.3.
Engine Italy - Emilia Romagna - July 2023
24.5.4.
Engine Italy – Sicily – June 2023
24.5.5.
Engine Italy – Veneto – April 2023
24.5.6.
Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
24.5.7.
Conference: Motor Italy - Upper Piedmont - March 2023
24.5.8.
Conference: Motor Italy - Milano Finanza - November 2022
24.5.9.
Motor Italy Conference - Tuscany Edition 2022
24.5.10.
Conference: Motor Italy - Sicily Edition 2022
24.5.11.
Conference: Motor Italy - Veneto 2022 Edition
24.5.12.
Conference: Motor Italy - Emilia-Romagna 2022 Edition
24.5.13.
Conference: Motor Italy - Friuli - Venezia Giulia Edition
24.5.14.
Conference: Motor Italy - Milano Finanza - November 2021
24.5.15.
Conference: Motor Italy - Piedmont Edition - November 2021
24.5.16.
Conference: Motor Italy - Veneto Edition - June 2021
24.5.17.
Conference: Motor Italy - Emilia-Romagna Edition - April 2021
24.5.18.
Conference: Motor Italy - Milano Finanza - December 2020
24.5.19.
Conference: Motor Italy - Milan Finance 2019
24.5.20.
Conference: Motor Italy - Milan Finance 2018
24.5.21.
Conference: Private Equity - Banks - Companies - Entrepreneurs
24.5.22.
I agree: Confprofessioni 2017
24.5.23.
Conference: The credit process between regulatory constraints and commercial opportunities
24.5.24.
“BEYOND” the Corporate Finance
24.6.
Traditional banks resist the challenge of Fintech
24.7.
Financial statements 2020
24.8.
The new default definition
24.9.
Agreed 2019/20
24.10.
FinTechs to the test of COVID-19
24.11.
Observatory on the financial statements of Srl - Trend 2016-2018
24.12.
Cerved PMI report 2019
24.13.
Info: Alert Systems and Asset Quality Review (AQR)
24.13.1.
Info: The early signs of the corporate crisis
24.13.2.
Info: Crisis. One in four companies is healthy again
24.14.
Info: Market Watch PMI - Banca IFIS
24.15.
Info: Watch out for the rating
24.16.
Info: Compare the cost structure with your benchmark
24.17.
Info: The plague of late payments
24.18.
Info: Average collection times by region (2017)
24.19.
Info: Pay attention to the NFP / EBITDA ratio
24.20.
Info: Guide to budget analysis
24.21.
Info: Ordinary, Abbreviated, Consolidated statutory financial statements
24.22.
Info: How to evaluate the quality of financial statements
24.23.
Info: There are 5.100 SMEs at NPL risk
24.24.
Info: The Startup only makes the consultant rich
24.25.
Info: Renovations. Out of the tunnel of the crisis (or almost)
24.26.
Info: The contribution of firms to GDP
24.27.
Info: The Leanus articles in the new Belpietro newspaper
24.28.
Info: Would you finance a company like this?
24.29.
Coronavirus. The list of companies of the municipalities of the red zone
25.
Contact us
25.1.
System Status
25.2.
Frequently Asked Questions (FAQ) – New Customer?
26.
L'IMPRENDiTORE srl and the Leanus Team
27.
Collaborate with us
Scarica come PDF
Search
The requested topic was not found.
We tried to find some similar topics, they are listed below.
