Information icons and warnings - User Manual

Description

To the right of the Denomination (of the company or the Group) Information icons are visible that allow you to view information or warnings relating to the case in question.

The icons are divided into two categories:

Information iconsThey are always available for all records. They allow quick access to useful information for analysis purposes.
Notices or WarningsThey are activated only if Leanus detects an anomaly or provides a specific warning for the analysis in question.

By hovering the mouse over the icon you can view the description as shown in the image.

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The Information Icons

They are always available for all records. They allow quick access to useful information for analysis purposes.

1 – Personal data

By clicking on the Icon you can access the complete Personal Data information. The Personal Data Icon can be BLUE (No anomalies), Red (CF or VAT number formally incorrect), Green (only provided for the “Corporate” solutions, indicates that the Personal Data relates to a company labelled as “Customer”)

2 – Brief Company Profile

For more details click here

3 – Hide Accounting Periods

Allows you to select one or more accounting periods and hide them without deleting them. If colored in ORANGE, at least one accounting period has been previously hidden and can be made visible again. For the detailed procedure click here

4 – Delete Accounting Periods

Allows you to select one or more accounting periods and delete them without deleting them. If deleted, they cannot be recovered unless you reload the balance sheet or accounting situation.

5 – Google Search

It allows you to search for news related to the company or any critical events connected to it. Click here for more information

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Notices or Warnings

They are activated only if Leanus detects an anomaly or provides a specific warning for the analysis in question.

1 – Management schemes balancing control

The Red Sticker indicates that for at least one accounting period it was not possible to achieve the reconciliation of the Employment Source Scheme. The Sticker may take on a different color. Green , Yellow , Red. To learn more click here

The Box “Source Control, Reclassifications and Anomalies” allows you to identify the type of anomaly associated with each of the reclassification schemes.

The spare wheel It has the same color as the Quadrature Control. Clicking on the wheel allows you to activate additional functions.

Clicking on the appropriate icon The system automatically synchronizes the management schemes with the statutory scheme. To achieve synchronization, adjustments to the management schemes are calculated and automatically inserted. Any pre-existing adjustments are overwritten.

2 – State of Business

Indicate in red if the company has ceased trading.

3 – Proprietary Source

Indicate whether the business analysis includes an unofficial balance sheet or accounting statement uploaded by the Client in order to highlight the use of a source other than the official one in addition to or as a replacement.

4 – Check Source

Indicates whether an accounting anomaly has been detected in the data source (Balance sheet or accounting situation formally incorrect for at least one accounting period)

The “Source Control, Reclassifications and Anomalies” box allows you to identify the type of anomaly associated with each of the reclassification schemes

5 – Ordinary / Consolidated Balance Sheet available

For Ordinary balance sheets it indicates the presence of Consolidated balance sheets and vice versa. By clicking on the icon it is possible to access the analysis of the Consolidated / Ordinary Balance Sheet

6 – Negative Events

Indicates the presence of negative events. By clicking on the Icon you can view the details

7 – Active Change Monitoring

Indicates that the company is under monitoring variations (ORANGE color). If a variation has been detected, the icon is shown in GREEN. When the mouse is passed over, the events under monitoring are displayed. By clicking on the Icon it is possible to view the documents relating to the variation.