User Manual
Index
User Manual
1.
Index of contents of the Manual
2.
Discover Leanus
2.1.
Leanus for Banks
2.2.
Leanus for Professionals
3.
Free Trial
4.
First login?
4.1.
Procedure: Display Problems (add-block)
4.2.
Functionality: Company Search (What are you looking for)
4.3.
The Public Area and the Reserved Area
4.4.
Credit top-up procedure
4.5.
Procedure: Upgrade to Premium Profile
4.6.
Procedure: Profile Management / Change Password
4.7.
Procedure: Recover your password
4.8.
Procedure: Manage cookies
4.9.
The new features
4.10.
Contents Training dedicated to customers
4.11.
Problems with Excel
4.12.
Step by step budget analysis
4.13.
Glossary
4.14.
Frequently Asked Questions (FAQ) – First Time Login
4.15.
PDF Download Functions
5.
"SAVE TIME" functions
5.1.
Function: The multifunctional wheel
5.2.
Function: The Red, Orange, Green symbol
5.3.
Info: Reclassification – Management of the ± sign
5.4.
Function: The Navigator Menu
5.5.
Function: Download in excel
5.6.
Function: Information tag
5.7.
Function: Information tag
5.8.
Function: Search news and information with Google
5.9.
Function: Search news and information with Google
5.10.
Function: Notes Management
5.11.
Function: Hide / Show accounting periods
5.12.
Function: Copy analysis in Reserved Area
5.13.
Function: Delete an Analysis or a Group
5.14.
Function: View source data from reclassification schemes
5.15.
Upload balance sheets and accounting situations
5.16.
Function: Update by entering the accounting data manually
5.17.
Procedure: Change the source data
5.18.
Function: To insert your own logo in presentations
5.19.
Function: Create an Alias / anonymize
5.20.
Registry update / tax code correction
5.21.
Function: View the same analysis for different companies
5.22.
How to: Create Custom Charts
5.23.
Corporate Tree Building
5.24.
Request Help
6.
First page after log-in
6.1.
Frequently Asked Questions (FAQ) – First page after logging in
7.
Menu: Buy Documents
7.1.
Chamber Services
7.1.1.
Submenu: Company searches and latest financial statements
7.1.2.
Submenu: Corporate Offices
7.1.3.
Submenu: Financial Statements Archive
7.1.4.
Submenu: Protests
7.1.5.
Submenu: Proceedings
7.1.6.
Info: The company registration certificate becomes even more legible!
7.1.7.
Info: Chamber Documents
7.2.
Submenu: Negative Event Control
7.3.
Submenu: Cadastral Services
7.4.
Submenu: International Registers
7.5.
Submenu: Search History
7.6.
Submenu: Variation Monitoring
7.7.
Commercial Dossier
7.8.
Submenu: Personalized dossier
7.9.
Frequently Asked Questions (FAQ) – Buy Documents
8.
Menu: Process Analysis
9.
Business search in the Leanus DB
10.
+Upload Financial Statements Filed in the Company Register
11.
+Upload financial statements and accounting statements in any format including PDF
12.
+Upload Zucchetti AGO accounting situations
13.
+Upload Accounting situation TeamSystem
14.
+Upload accounting situations from Galileo (confidi)
15.
+Upload accounting situations from ICCREA's ModBilJ
16.
+Upload Cebi Cerved accounting statements
17.
+Upload Financial Statements from other proprietary sources in statutory format (Model L1, L3)
18.
+ Upload Financial Statements – other examples (automatic reclassification)
18.1.
+ Upload balances filed by "Other Suppliers"
18.2.
+Upload Cerved XML Balances
18.3.
+Upload Accounting statements Omnia Zucchetti
18.4.
+Financial Statements for Spanish Companies
18.5.
Frequently Asked Questions (FAQ) – Process Analysis
18.6.
Submenu: Processing history
19.
+ Load financial statements – free form (L2 Model)
20.
+ Upload financial statements in non-digitizable formats
20.1.
+Load Balances: Manual Input of Accounting Data on Predefined Schemes
20.2.
+ Upload Financial Statements and Accounting Situations in any format
20.3.
Menu: + Load Financial Statements (data present in the DB)
20.3.1.
Frequently Asked Questions (FAQ) – Upload Balances
21.
Menu: Home – Summary of company analysis
21.1.
Frequently Asked Questions (FAQ) – Home
22.
Menu: Filter Personal Data
23.
Menu: + Search List of Tax Codes via Excel
24.
Menu: Source and Reclassification
24.1.
Submenu: Detailed diagrams
24.1.1.
Submenu: Detailed Income Statement (Added Value and Contribution Margin)
24.1.2.
Submenu: Detailed Income Statement (Added Value and Costs by Nature)
24.1.3.
Submenu: Detailed Balance Sheet (Sources-Uses)
24.1.4.
Submenu: Detailed Balance Sheet (for liquidity)
24.1.5.
Submenu: Detailed Balance Sheet (Abbreviated Financial Statements)
24.2.
Info: Standard management reclassification (default)
24.3.
Info: Reclassification Quadrature Control
24.4.
Function: View the reclassification
24.5.
Procedure: Management of adjustments
24.6.
Procedure: Reclassify the asterisked items "other inputs for statistics"
24.7.
Procedure: Undo all adjustments and customizations
24.8.
Function: Check Management Schemes
24.9.
How to: Customize Reclassifications
24.10.
How to: Archive / Retrieve custom reclassification criteria
24.11.
Procedure: Manual corrections of the data source
24.12.
Procedure: Include items of other payables in NFP
24.13.
Functionality: Advanced adjustments with description and calculation of totals
24.13.1.
Leasing management (IFRS16). Examples of Adjustment Procedures
24.14.
Analysis by Profit Center or by Business Unit
24.15.
Info: The reclassification of the statutory financial statements
24.16.
Main Sources and Examples of Reclassification
24.17.
Frequently Asked Questions (FAQ) – Source and Reclassification
25.
Menu: Budget analysis
25.1.
Submenu: Economic and Financial Summary
25.1.1.
Submenu: EBITDA NFP summary / analysis
25.2.
Submenu: Income Statement (Classic)
25.3.
Procedure: Classic Income Statement Reclassification
25.4.
Submenu: Income Statement (Management)
25.5.
Submenu: Balance Sheet (Sources-Uses)
25.6.
Submenu: Balance Sheet (for Liquidity)
25.7.
Submenu: Balance Sheet (Abbreviated Financial Statements)
25.8.
Submenu: Cash Flow Statement
25.9.
Submenu: OIC Cash Flow Statement
25.10.
Submenu: Normalized Civil Scheme
25.11.
Submenu: Balance Sheet Indices
25.12.
Submenu: Bankability Indices (DSCR)
25.13.
Submenu: LOM Corporate indicators
25.14.
Submenu: Company Evaluation
25.15.
Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
25.16.
Procedure: Extend the analysis to 10 years and beyond
25.17.
Submenu: AQR scheme 1
25.18.
Development of the Crisis Code
25.19.
Frequently Asked Questions (FAQ) - Financial Statement Analysis
26.
Menu: Other Custom Schemes
26.1.
Custom AQR1 Scheme
26.2.
Custom CRF scheme
26.3.
Custom Bank Scheme
26.4.
Custom Bank Corporate Scheme
26.5.
Custom Confidi Scheme
26.6.
Custom AQR 2 Scheme
26.7.
Submenu: Financial flows and NCCs
26.8.
Frequently Asked Questions (FAQ) – Other Schemes
27.
Menu: Last Period Evaluation
27.1.
Submenu: Risk profile
27.2.
Submenu: Leanus Score
27.3.
Info: Calculation of MCC Guarantee Fund Rating
27.4.
Central Risk Processing
27.5.
Submenu: Process Central Credit Register (CR)
27.6.
Submenu: Debt capacity and Recommended credit line
27.7.
Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
27.8.
Submenu: General KPIs and Objectives
27.9.
Info: DSCR calculation and bankability indices
27.10.
Menu: Liquidation Balance Sheet and Bankruptcy Procedures
27.10.1.
Frequently Asked Questions (FAQ) – Clearance
27.11.
Frequently Asked Questions (FAQ) - Evaluation Last Period
28.
Menu: Benchmarks
28.1.
Procedure: Associate Companies / Choose Benchmarks
28.2.
Customers - Suppliers Association
28.3.
How to: Find Benchmark Firms
28.4.
EBITDA NFP summary for the Benchmark
28.5.
Frequently Asked Questions (FAQ) – Benchmark
29.
Menu: Business Plans
29.1.
Info: inertial or automatic Business Plan
29.2.
Procedure: Enter the assumptions of the income statement
29.3.
Procedure: Enter the balance sheet assumptions
29.4.
Procedure: Reset the hypotheses previously entered
29.5.
Procedure: Enter the assumptions relating to the cost of personnel and the number of employees
29.6.
Procedure: Enter the assumptions relating to financial charges
29.7.
Procedure: Save and historicize the simulations
29.8.
How to: Add Delete Annuity to Business Plan
29.9.
Procedure: Develop a business plan for 10 years or more
29.10.
Procedure: Business plan for startups
29.11.
How to: Manually change the source data
29.12.
How to: Compare two or more business plans
29.13.
How to: Join Business Plan Periods to Historical Data
29.14.
Examples of simulations on real cases
29.15.
Procedure: Develop the Monthly Business Plan
29.16.
EBITDA NFP summary on Business Plan data
29.17.
Business Plan Digital Course
29.18.
Frequently Asked Questions (FAQ) – Business Plan
30.
Menu: Presentations
30.1.
Leanus Commented Report
30.2.
Develop a Basic Presentation
30.3.
Develop an In-depth Presentation
30.4.
Create a personalized presentation
30.5.
Archive the presentation and create the PDF
30.6.
Add custom slides
30.7.
Insert comments on the slides
30.8.
Frequently Asked Questions (FAQ) – Presentations
31.
Menu: Search with Filters
31.1.
Procedure: Search Companies through filters
31.2.
Procedure: Saving / Retrieving search criteria
31.3.
Procedure: Sum. Calculate the balances from a list
31.4.
Procedure: Delete Personal Data from List
31.5.
Info: Ateco code list
31.6.
Info: List of SAE / RAE codes
31.7.
Info: List of SIC codes
31.8.
Info: List of NACE Codes
31.9.
Frequently Asked Questions (FAQ) – Search with Filters
32.
Menu: Group Analysis
32.1.
Menu: View Group List
32.2.
Procedure: Create a group of companies selected through the Filters
32.3.
Procedure: Create Group with name search
32.4.
How to: Create a group by adding / deleting individual businesses
32.5.
Procedure: Modify / Update a group
32.6.
Procedure: Rename a group
32.7.
Procedure: Delete a group
32.8.
Procedure: Search for the analysis of a previously created group
32.9.
Procedure: Duplicate a group
32.10.
Procedure: Edit a group
32.11.
How to: Uploads and Batch Lookups
32.12.
Procedure: Transfer a group to the Reserved Area
32.13.
Info: Group Creation Methodology
32.14.
Frequently Asked Questions (FAQ) – Group Analysis
33.
Portfolio analysis
33.1.
Frequently Asked Questions (FAQ) – Portfolio analysis
34.
FIDI pre-investigation - Guided collection of qualitative information
35.
Web Services
35.1.
Frequently Asked Questions (FAQ) – Web Services
36.
Events calendar
36.1.
Calendar of upcoming events online
36.1.1.
Artificial Intelligence applied to business analysis
36.1.2.
Leanus qualified user certification to use the Business Plan module
36.2.
Calendar of upcoming in-person events
36.3.
Past events
36.3.1.
Online masters and webinars
36.3.2.
Revolutionizing Credit Assessment with Artificial Intelligence
36.3.3.
Richmond Finance Forum 2024
36.3.4.
Leanus meets the Banks – the Companies – the Professionals of: TRENTO
36.3.5.
Leanus meets the Banks – Companies – Professionals of PUGLIA
36.3.6.
Leanus meets the Banks – the Companies – the Professionals of: VICENZA
36.3.7.
Leanus meets the Banks – the Companies – the Professionals of: CUNEO
36.3.8.
Leanus meets the Banks – the Companies – the Professionals of: PADUA
36.3.9.
Leanus meets the Banks – the Companies – the Professionals of: MONZA
36.3.10.
Leanus meets the Banks – the Companies – the Professionals of: BERGAMO
36.3.11.
Motor Italy – Piedmont – March 2024
36.3.12.
Motor Italy – Lombardy – December 2023
36.3.13.
Motor Italy – Tuscany – November 2023
36.3.14.
Motore Italia – Lower Piedmont – October 2023
36.3.15.
Motore Italia – Liguria – September 2023
36.3.16.
Engine Italy - Emilia Romagna - July 2023
36.3.17.
Engine Italy – Sicily – June 2023
36.3.18.
Engine Italy – Veneto – April 2023
36.3.19.
Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
36.3.20.
Conference: Motor Italy - Upper Piedmont - March 2023
36.3.21.
Conference: Motor Italy - Milano Finanza - November 2022
36.3.22.
Motor Italy Conference - Tuscany Edition 2022
36.3.23.
Conference: Motor Italy - Sicily Edition 2022
36.3.24.
Conference: Motor Italy - Veneto 2022 Edition
36.3.25.
Conference: Motor Italy - Emilia-Romagna 2022 Edition
36.3.26.
Conference: Motor Italy - Friuli - Venezia Giulia Edition
36.3.27.
Conference: Motor Italy - Milano Finanza - November 2021
36.3.28.
Conference: Motor Italy - Piedmont Edition - November 2021
36.3.29.
Conference: Motor Italy - Veneto Edition - June 2021
36.3.30.
Conference: Motor Italy - Emilia-Romagna Edition - April 2021
36.3.31.
Conference: Motor Italy - Milano Finanza - December 2020
36.3.32.
Conference: Motor Italy - Milan Finance 2019
36.3.33.
Conference: Motor Italy - Milan Finance 2018
36.3.34.
The Business Crisis and Insolvency Code
36.3.35.
ConfiRes – 17th Edition
36.3.36.
NPL&UTP 2022 – October 2022
36.3.37.
Capital for growth – September 2020
36.3.38.
NPL-Credit Risk – September 2020
36.3.39.
TMA Italy National Conference
36.3.40.
The impact of Fintech on the real economy – October 2019
36.3.41.
Conference: Private Equity - Banks - Companies - Entrepreneurs
36.3.42.
I agree: Confprofessioni 2017
36.3.43.
Conference: The credit process between regulatory constraints and commercial opportunities
36.3.44.
BEYOND Corporate Finance – 2018
36.3.45.
“BEYOND” the Corporate Finance
36.4.
Master Archive (Download Area)
36.4.1.
Mini Master ADEQUATE SETTINGS
36.4.2.
Master in OPERATIONAL FINANCE
36.4.3.
Master MANAGEMENT OF THE CREDIT PROCESS
36.4.4.
Master CONSULTING TO SMEs for COMMERCIALISTS
36.5.
Webinar archive
36.6.
Business finance in a nutshell
37.
Online courses – Become an expert in business analysis and evaluation
38.
Study Center
38.1.
Traditional banks resist the challenge of Fintech
38.2.
Financial statements 2020
38.3.
The new default definition
38.4.
Agreed 2019/20
38.5.
FinTechs to the test of COVID-19
38.6.
Observatory on the financial statements of Srl - Trend 2016-2018
38.7.
Info: Alert Systems and Asset Quality Review (AQR)
38.7.1.
Info: The early signs of the corporate crisis
38.7.2.
Info: Crisis. One in four companies is healthy again
38.8.
Info: Market Watch PMI - Banca IFIS
38.9.
Info: Watch out for the rating
38.10.
Info: Compare the cost structure with your benchmark
38.11.
Info: The plague of late payments
38.12.
Info: Average collection times by region (2017)
38.13.
Info: Pay attention to the NFP / EBITDA ratio
38.14.
Info: Guide to budget analysis
38.15.
Info: Ordinary, Abbreviated, Consolidated statutory financial statements
38.16.
Cerved PMI report 2019
38.17.
Info: How to evaluate the quality of financial statements
38.18.
Info: There are 5.100 SMEs at NPL risk
38.19.
Info: The Startup only makes the consultant rich
38.20.
Info: Renovations. Out of the tunnel of the crisis (or almost)
38.21.
Info: The contribution of firms to GDP
38.22.
Info: The Leanus articles in the new Belpietro newspaper
38.23.
Info: Would you finance a company like this?
38.24.
Coronavirus. The list of companies of the municipalities of the red zone
39.
Contacts
39.1.
System Status
39.2.
Frequently Asked Questions (FAQ) – New Customer?
40.
L'IMPRENDiTORE srl and the Leanus Team
41.
Collaborate with us
42.
Ferrara
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