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
2.3.
Contents Training dedicated to customers
3.
Free Trial
4.
First login?
4.1.
Functionality: Company Search (What are you looking for)
4.2.
The Public Area and the Reserved Area
4.3.
Credit top-up procedure
4.4.
Procedure: Upgrade to Premium Profile
4.5.
Procedure: Profile Management / Change Password
4.6.
Procedure: Recover your password
4.7.
Procedure: Manage cookies
4.8.
Procedure: Display Problems (add-block)
4.9.
Problems with Excel
4.10.
Step by step budget analysis
4.11.
Glossary
4.12.
Frequently Asked Questions (FAQ) – First Time Login
4.13.
PDF Download Functions
5.
The new features
5.1.
Check Reclassifications, Framing and Abnormalities
5.2.
Search by Roles for Physical and Legal Persons
5.3.
Automatic PDF processing of the accounting situation
5.4.
Management of “Cash Pooling” cases
5.5.
Enhancement of the Company Search and Analysis Processing Menu
5.6.
Insertion of the "Reclassification outcome check" box in Home
5.7.
Opening/closing all adjustment columns with a single click
5.8.
In the analysis update phase, display of accounting periods already processed
5.9.
Management of adjustments to the items of Other Receivables and Other Payables of the Business Plan
5.10.
Net Tax Position and Tax Cash Flow
6.
"SAVE TIME" functions
6.1.
Business search in the Leanus DB
6.2.
Function: The multifunctional wheel
6.3.
Function: The Red, Orange, Green symbol
6.4.
Info: Reclassification – Management of the ± sign
6.5.
Function: The Navigator Menu
6.6.
Function: Download in excel
6.7.
Function: Information tag
6.8.
Function: Search news and information with Google
6.9.
Function: Search news and information with Google
6.10.
Function: Notes Management
6.11.
Function: Hide / Show accounting periods
6.12.
Function: Copy analysis in Reserved Area
6.13.
Function: Delete an Analysis or a Group
6.14.
Function: View source data from reclassification schemes
6.15.
Upload balance sheets and accounting situations
6.16.
Function: Update by entering the accounting data manually
6.17.
Procedure: Change the source data
6.18.
Function: To insert your own logo in presentations
6.19.
Function: Create an Alias / anonymize
6.20.
Registry update / tax code correction
6.21.
Function: View the same analysis for different companies
6.22.
Corporate Tree Building
7.
First page after log-in
7.1.
Frequently Asked Questions (FAQ) – First page after logging in
8.
Menu: Buy Documents
8.1.
Chamber Services
8.1.1.
Submenu: Company searches and latest financial statements
8.1.2.
Submenu: Corporate Offices
8.1.3.
Submenu: Financial Statements Archive
8.1.4.
Submenu: Protests
8.1.5.
Submenu: Proceedings
8.1.6.
Info: The company registration certificate becomes even more legible!
8.1.7.
Info: Chamber Documents
8.2.
Submenu: Negative Event Control
8.3.
Submenu: Cadastral Services
8.4.
Submenu: International Registers
8.5.
Submenu: Search History
8.6.
Submenu: Variation Monitoring
8.7.
Commercial Dossier
8.8.
Submenu: Personalized dossier
8.9.
Frequently Asked Questions (FAQ) – Buy Documents
9.
Menu: Process Analysis
10.
+ Upload balance sheets (automatic reclassification)
10.1.
+Upload Financial Statements Filed in the Company Register
10.2.
+Load financial statements Creation Quick Update
10.3.
+Upload financial statements and accounting statements in any format including PDF
10.4.
+Upload Accounting situation TeamSystem
10.5.
+Upload Zucchetti AGO accounting situations
10.6.
+Upload Accounting statements Omnia Zucchetti
10.7.
+Upload accounting situations from ICCREA's ModBilJ
10.8.
+Upload Cebi Cerved accounting statements
10.9.
+Upload accounting situations from Galileo (confidi)
10.10.
+Upload Financial Statements from other proprietary sources in statutory format (Model L1, L3)
10.11.
+Upload Cerved XML Balances
10.12.
+Financial Statements for Spanish Companies
10.13.
Frequently Asked Questions (FAQ) – Process Analysis
10.14.
Submenu: Processing history
11.
+ Upload financial statements in non-digitizable formats
11.1.
+Load Balances: Manual Input of Accounting Data on Predefined Schemes
11.2.
+ Load financial statements – free form (L2 Model)
11.3.
+ Upload Financial Statements and Accounting Situations in any format
11.4.
Menu: + Load Financial Statements (data present in the DB)
11.4.1.
Frequently Asked Questions (FAQ) – Upload Balances
12.
Menu: Home – Summary of company analysis
12.1.
Frequently Asked Questions (FAQ) – Home
13.
Menu: Filter Personal Data
14.
Menu: + Search List of Tax Codes via Excel
15.
Menu: Source and Reclassification
15.1.
Submenu: Detailed diagrams
15.1.1.
Submenu: Detailed Income Statement (Added Value and Contribution Margin)
15.1.2.
Submenu: Detailed Income Statement (Added Value and Costs by Nature)
15.1.3.
Submenu: Detailed Balance Sheet (Sources-Uses)
15.1.4.
Submenu: Detailed Balance Sheet (for liquidity)
15.1.5.
Submenu: Detailed Balance Sheet (Abbreviated Financial Statements)
15.2.
Info: Standard management reclassification (default)
15.3.
Info: Reclassification Quadrature Control
15.4.
Function: View the reclassification
15.5.
Procedure: Management of adjustments
15.6.
Procedure: Reclassify the asterisked items "other inputs for statistics"
15.7.
Procedure: Undo all adjustments and customizations
15.8.
Function: Check Management Schemes
15.9.
How to: Customize Reclassifications
15.10.
How to: Archive / Retrieve custom reclassification criteria
15.11.
Procedure: Manual corrections of the data source
15.12.
Procedure: Include items of other payables in NFP
15.13.
Functionality: Advanced adjustments with description and calculation of totals
15.13.1.
Leasing management (IFRS16). Examples of Adjustment Procedures
15.14.
Analysis by Profit Center or by Business Unit
15.15.
Info: The reclassification of the statutory financial statements
15.16.
Main Sources and Examples of Reclassification
15.17.
Frequently Asked Questions (FAQ) – Source and Reclassification
16.
Menu: Budget analysis
16.1.
Submenu: Economic and Financial Summary
16.1.1.
Submenu: EBITDA NFP summary / analysis
16.2.
Submenu: Income Statement (Classic)
16.3.
Procedure: Classic Income Statement Reclassification
16.4.
Submenu: Income Statement (Management)
16.5.
Submenu: Balance Sheet (Sources-Uses)
16.6.
Submenu: Balance Sheet (for Liquidity)
16.7.
Submenu: Balance Sheet (Abbreviated Financial Statements)
16.8.
Submenu: Cash Flow Statement
16.9.
Submenu: OIC Cash Flow Statement
16.10.
Submenu: Normalized Civil Scheme
16.11.
Stress Test
16.12.
Submenu: Balance Sheet Indices
16.13.
Submenu: Bankability Indices (DSCR)
16.14.
Submenu: LOM Corporate indicators
16.15.
Submenu: Company Evaluation
16.16.
Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
16.17.
Procedure: Extend the analysis to 10 years and beyond
16.18.
Submenu: AQR scheme 1
16.19.
Development of the Crisis Code
16.20.
Frequently Asked Questions (FAQ) - Financial Statement Analysis
17.
Menu: Other Custom Schemes
17.1.
Custom AQR1 Scheme
17.2.
Custom CRF scheme
17.3.
Custom Bank Scheme
17.4.
Custom Bank Corporate Scheme
17.5.
Custom Confidi Scheme
17.6.
Custom AQR 2 Scheme
17.7.
Submenu: Financial flows and NCCs
17.8.
Frequently Asked Questions (FAQ) – Other Schemes
18.
Menu: Last Period Evaluation
18.1.
Submenu: Risk profile
18.2.
Submenu: Leanus Score
18.3.
Info: Calculation of MCC Guarantee Fund Rating
18.4.
Central Risk Processing
18.5.
Submenu: Process Central Credit Register (CR)
18.6.
Submenu: Debt capacity and Recommended credit line
18.7.
Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
18.8.
Submenu: General KPIs and Objectives
18.9.
Info: DSCR calculation and bankability indices
18.10.
Menu: Liquidation Balance Sheet and Bankruptcy Procedures
18.10.1.
Frequently Asked Questions (FAQ) – Clearance
18.11.
Frequently Asked Questions (FAQ) - Evaluation Last Period
19.
Menu: Benchmarks
19.1.
Procedure: Associate Companies / Choose Benchmarks
19.2.
Customers - Suppliers Association
19.3.
How to: Find Benchmark Firms
19.4.
EBITDA NFP summary for the Benchmark
19.5.
Frequently Asked Questions (FAQ) – Benchmark
20.
Menu: Business Plans
20.1.
Info: inertial or automatic Business Plan
20.2.
Procedure: Enter the assumptions of the income statement
20.3.
Procedure: Enter the balance sheet assumptions
20.4.
Procedure: Reset the hypotheses previously entered
20.5.
Procedure: Enter the assumptions relating to the cost of personnel and the number of employees
20.6.
Procedure: Enter the assumptions relating to financial charges
20.7.
Procedure: Save and historicize the simulations
20.8.
How to: Add Delete Annuity to Business Plan
20.9.
Procedure: Develop a business plan for 10 years or more
20.10.
Procedure: Business plan for startups
20.11.
How to: Manually change the source data
20.12.
How to: Compare two or more business plans
20.13.
How to: Join Business Plan Periods to Historical Data
20.14.
Examples of simulations on real cases
20.15.
Procedure: Develop the Monthly Business Plan
20.16.
EBITDA NFP summary on Business Plan data
20.17.
Business Plan Digital Course
20.18.
Frequently Asked Questions (FAQ) – Business Plan
21.
Menu: Presentations
21.1.
Leanus Commented Report
21.2.
Develop a Basic Presentation
21.3.
Develop an In-depth Presentation
21.4.
Create a personalized presentation
21.5.
Archive the presentation and create the PDF
21.6.
Add custom slides
21.7.
Insert comments on the slides
21.8.
Frequently Asked Questions (FAQ) – Presentations
22.
Menu: Search with Filters
22.1.
Procedure: Search Companies through filters
22.2.
Procedure: Saving / Retrieving search criteria
22.3.
Procedure: Sum. Calculate the balances from a list
22.4.
Procedure: Delete Personal Data from List
22.5.
Info: Ateco code list
22.6.
Info: List of SAE / RAE codes
22.7.
Info: List of SIC codes
22.8.
Info: List of NACE Codes
22.9.
Frequently Asked Questions (FAQ) – Search with Filters
23.
Menu: Group Analysis
23.1.
Menu: View Group List
23.2.
Procedure: Create a group of companies selected through the Filters
23.3.
Procedure: Create Group with name search
23.4.
How to: Create a group by adding / deleting individual businesses
23.5.
Procedure: Modify / Update a group
23.6.
Procedure: Rename a group
23.7.
Procedure: Delete a group
23.8.
Procedure: Search for the analysis of a previously created group
23.9.
Procedure: Duplicate a group
23.10.
Procedure: Edit a group
23.11.
How to: Uploads and Batch Lookups
23.12.
Procedure: Transfer a group to the Reserved Area
23.13.
Info: Group Creation Methodology
23.14.
Frequently Asked Questions (FAQ) – Group Analysis
24.
Portfolio analysis
24.1.
Frequently Asked Questions (FAQ) – Portfolio analysis
25.
FIDI pre-investigation - Guided collection of qualitative information
26.
Web Services
26.1.
Frequently Asked Questions (FAQ) – Web Services
27.
Events calendar
27.1.
Calendar of upcoming events online
27.1.1.
Financial Administration – from invoice registration to management evaluation
27.1.2.
Leanus qualified user certification to use the Business Plan module
27.2.
Calendar of upcoming in-person events
27.2.1.
How to prepare and present the periodic report required by the Adequate Organizational Structures
27.3.
Past events
27.3.1.
Online masters and webinars
27.3.2.
Revolutionizing Credit Assessment with Artificial Intelligence
27.3.3.
Richmond Finance Forum 2024
27.3.4.
Leanus meets the Banks – the Companies – the Professionals of: TRENTO
27.3.5.
Leanus meets the Banks – Companies – Professionals of PUGLIA
27.3.6.
Leanus meets the Banks – the Companies – the Professionals of: VICENZA
27.3.7.
Leanus meets the Banks – the Companies – the Professionals of: CUNEO
27.3.8.
Leanus meets the Banks – the Companies – the Professionals of: PADUA
27.3.9.
Leanus meets the Banks – the Companies – the Professionals of: MONZA
27.3.10.
Leanus meets the Banks – the Companies – the Professionals of: BERGAMO
27.3.11.
Motor Italy – Emilia Romagna – April 2024
27.3.12.
Motor Italy – Piedmont – March 2024
27.3.13.
Motor Italy – Lombardy – December 2023
27.3.14.
Motor Italy – Tuscany – November 2023
27.3.15.
Motore Italia – Lower Piedmont – October 2023
27.3.16.
Motore Italia – Liguria – September 2023
27.3.17.
Engine Italy - Emilia Romagna - July 2023
27.3.18.
Engine Italy – Sicily – June 2023
27.3.19.
Engine Italy – Veneto – April 2023
27.3.20.
Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
27.3.21.
Conference: Motor Italy - Upper Piedmont - March 2023
27.3.22.
Conference: Motor Italy - Milano Finanza - November 2022
27.3.23.
Motor Italy Conference - Tuscany Edition 2022
27.3.24.
Conference: Motor Italy - Sicily Edition 2022
27.3.25.
Conference: Motor Italy - Veneto 2022 Edition
27.3.26.
Conference: Motor Italy - Emilia-Romagna 2022 Edition
27.3.27.
Conference: Motor Italy - Friuli - Venezia Giulia Edition
27.3.28.
Conference: Motor Italy - Milano Finanza - November 2021
27.3.29.
Conference: Motor Italy - Piedmont Edition - November 2021
27.3.30.
Conference: Motor Italy - Veneto Edition - June 2021
27.3.31.
Conference: Motor Italy - Emilia-Romagna Edition - April 2021
27.3.32.
Conference: Motor Italy - Milano Finanza - December 2020
27.3.33.
Conference: Motor Italy - Milan Finance 2019
27.3.34.
Conference: Motor Italy - Milan Finance 2018
27.3.35.
The Business Crisis and Insolvency Code
27.3.36.
ConfiRes – 17th Edition
27.3.37.
NPL&UTP 2022 – October 2022
27.3.38.
Capital for growth – September 2020
27.3.39.
NPL-Credit Risk – September 2020
27.3.40.
TMA Italy National Conference
27.3.41.
The impact of Fintech on the real economy – October 2019
27.3.42.
Conference: Private Equity - Banks - Companies - Entrepreneurs
27.3.43.
I agree: Confprofessioni 2017
27.3.44.
Conference: The credit process between regulatory constraints and commercial opportunities
27.3.45.
BEYOND Corporate Finance – 2018
27.3.46.
“BEYOND” the Corporate Finance
27.4.
Master Archive (Download Area)
27.4.1.
Mini Master ADEQUATE SETTINGS
27.4.2.
Master in OPERATIONAL FINANCE
27.4.3.
Master MANAGEMENT OF THE CREDIT PROCESS
27.4.4.
Master CONSULTING TO SMEs for COMMERCIALISTS
27.5.
Webinar archive
27.6.
Business finance in a nutshell
28.
Online courses – Become an expert in business analysis and evaluation
29.
Study Center
29.1.
Traditional banks resist the challenge of Fintech
29.2.
Financial statements 2020
29.3.
The new default definition
29.4.
Agreed 2019/20
29.5.
FinTechs to the test of COVID-19
29.6.
Observatory on the financial statements of Srl - Trend 2016-2018
29.7.
Info: Alert Systems and Asset Quality Review (AQR)
29.7.1.
Info: The early signs of the corporate crisis
29.7.2.
Info: Crisis. One in four companies is healthy again
29.8.
Info: Market Watch PMI - Banca IFIS
29.9.
Info: Watch out for the rating
29.10.
Info: Compare the cost structure with your benchmark
29.11.
Info: The plague of late payments
29.12.
Info: Average collection times by region (2017)
29.13.
Info: Pay attention to the NFP / EBITDA ratio
29.14.
Info: Guide to budget analysis
29.15.
Info: Ordinary, Abbreviated, Consolidated statutory financial statements
29.16.
Cerved PMI report 2019
29.17.
Info: How to evaluate the quality of financial statements
29.18.
Info: There are 5.100 SMEs at NPL risk
29.19.
Info: The Startup only makes the consultant rich
29.20.
Info: Renovations. Out of the tunnel of the crisis (or almost)
29.21.
Info: The contribution of firms to GDP
29.22.
Info: The Leanus articles in the new Belpietro newspaper
29.23.
Info: Would you finance a company like this?
29.24.
Coronavirus. The list of companies of the municipalities of the red zone
30.
Contacts
30.1.
System Status
30.2.
Frequently Asked Questions (FAQ) – New Customer?
31.
L'IMPRENDiTORE srl and the Leanus Team
32.
Collaborate with us
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