Mini Master ADEQUATE SETTINGS - 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. Recover the password
- 3.2. Business Search (What are you looking for)
- 3.3. The Public Area and the Reserved Area
- 3.4. Top up credits for pay-per-use services
- 3.5. Upgrade to Premium Profile
- 3.6. Cookies management
- 3.7. Display issues (add-block)
- 3.8. Problems with Excel
- 3.9. Profile Management / Change Password
- 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. Information icons and warnings
- 4.3. The multifunction wheel
- 4.4. Data Quality and Control Balancing Reclassification
- 4.5. The Navigator Menu
- 4.6. Download to excel
- 4.7. View the Company Profile Brief
- 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
- 4.25. Unit of measurement correction
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. View reclassification
- 9.2. Squaring checks and anomaly management
- 9.3. Customize the reclassifications
- 9.4. Reclassification – Management of the ± sign
- 9.5. Reclassify the asterisked entries “other inputs for statistics”
- 9.6. Management of adjustments
- 9.7. Cancel all adjustments and customizations
- 9.8. Archive / Retrieve custom reclassification criteria
- 9.9. Manual corrections of the data source
- 9.10. Info: Standard management reclassification (default)
- 9.11. Include in PFN items of other debts
- 9.12. Advanced adjustments with description and calculation of totals
  - 9.12.1. Leasing management (IFRS16). Examples of Adjustment Procedures
- 9.13. Analysis by Profit Center or by Business Unit
- 9.14. Reclassification on a civil law basis
- 9.15. Submenu: Detailed diagrams
- 9.16. 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. Inserting Assumptions into the Business Plan
- 14.2. Reset the hypotheses previously entered
- 14.3. Entering the income statement assumptions into the BP
- 14.4. Enter the assumptions relating to financial charges
- 14.5. Enter the assumptions relating to the cost of personnel and the number of employees
- 14.6. Enter the hypotheses relating to the Inventory Changes
- 14.7. Devaluation Management
- 14.8. Inertial or automatic Business Plan
- 14.9. Monthly Business Plan
- 14.10. from Monthly Business Plan to Cumulative
- 14.11. Business plans for startups
- 14.12. Business Plan for Business Unit or Product Family
- 14.13. Compare the Business Plan with the Performance Data
- 14.14. Compare two or more business plans
- 14.15. Loading Client Business Plan Data into Historical Analysis
- 14.16. Develop a business plan for 10 years or more
- 14.17. Save and historicize simulations
- 14.18. Add Remove Annuity to Business Plan
- 14.19. Manually edit historical data
- 14.20. Merge business plan periods with historical data
- 14.21. EBITDA NFP summary on Business Plan data
- 14.22. Examples of simulations on real cases
- 14.23. Business Plan Digital Course
- 14.24. 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. Search Companies by Filters
- 16.2. Search for companies via list of tax codes
- 16.3. Search criteria saving / retrieval
- 16.4. Calculate the totals of a balance sheet item for a group of companies
- 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. Group List View
- 17.2. Create a group of companies selected through the Filters
- 17.3. Create a Group of companies selected by name
- 17.4. Create a group by adding/deleting individual businesses
- 17.5. Edit / Update a group
- 17.6. Rename a business group
- 17.7. Delete a business group
- 17.8. Search for the analysis of a previously created group
- 17.9. Duplicate a group
- 17.10. Methods to transfer a group to the Reserved Area
- 17.11. Aggregate two or more Business Plans
- 17.12. Batch uploads and searches
- 17.13. Group Creation Methodology
- 17.14. 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. Download Area
22. Conferences and Events
- 22.1. Ferrara: Comparison between Banks – Local Businesses and Professionals
- 22.2. From the analysis of the accounting situation to prospective stress tests
- 22.3. How to prepare the Risk Center and include it in the Periodic Report required by the Adequate Structures
- 22.4. How to prepare and present the periodic report required by the Adequate Organizational Structures
- 22.5. Revolutionizing Credit Assessment with Artificial Intelligence
- 22.6. Richmond Finance Director Forum – March 2025
- 22.7. Richmond Finance Forum 2024
- 22.8. Leanus meets the Banks – the Companies – the Professionals of: BOLOGNA
- 22.9. The Business System of the Province of Genoa
- 22.10. Leanus meets the Banks – the Companies – the Professionals of: BOLZANO
- 22.11. Leanus meets the Banks – the Companies – the Professionals of: TRENTO
- 22.12. Leanus meets the Banks – Companies – Professionals of PUGLIA
- 22.13. Leanus meets the Banks – the Companies – the Professionals of: VICENZA
- 22.14. Leanus meets the Banks – the Companies – the Professionals of: CUNEO
- 22.15. Leanus meets the Banks – the Companies – the Professionals of: PADUA
- 22.16. Leanus meets the Banks – the Companies – the Professionals of: MONZA
- 22.17. Leanus meets the Banks – the Companies – the Professionals of: BERGAMO
- 22.18. Motor Italy – Veneto – October 2025
- 22.19. Engine Italy – Tuscany – September 2025
- 22.20. Engine Italy – Puglia – June 2025
- 22.21. Engine Italy – Emilia Romagna – March 2025
- 22.22. Engine Italy National – March 2025
- 22.23. Motor Italy – Lombardy – December 2024
- 22.24. Engine Italy – Campania – November 2024
- 22.25. Engine Italy Puglia Horizons 2024 – November 2024
- 22.26. Engine Italy – Liguria – October 2024
- 22.27. Engine Italy – Tuscany – September 2024
- 22.28. Motor Italy – Sicily – July 2024
- 22.29. Motor Italy – Marche – June 2024
- 22.30. Engine Italy – Veneto – May 2024
- 22.31. Motor Italy – Emilia Romagna – April 2024
- 22.32. Motor Italy – Piedmont – March 2024
- 22.33. Motor Italy – Lombardy – December 2023
- 22.34. Motor Italy – Tuscany – November 2023
- 22.35. Motore Italia – Lower Piedmont – October 2023
- 22.36. Motore Italia – Liguria – September 2023
- 22.37. Engine Italy - Emilia Romagna - July 2023
- 22.38. Engine Italy – Sicily – June 2023
- 22.39. Engine Italy – Veneto – April 2023
- 22.40. Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
- 22.41. Conference: Motor Italy - Upper Piedmont - March 2023
- 22.42. Conference: Motor Italy - Milano Finanza - November 2022
- 22.43. Motor Italy Conference - Tuscany Edition 2022
- 22.44. Conference: Motor Italy - Sicily Edition 2022
- 22.45. Conference: Motor Italy - Veneto 2022 Edition
- 22.46. Conference: Motor Italy - Emilia-Romagna 2022 Edition
- 22.47. Conference: Motor Italy - Friuli - Venezia Giulia Edition
- 22.48. Conference: Motor Italy - Milano Finanza - November 2021
- 22.49. Conference: Motor Italy - Piedmont Edition - November 2021
- 22.50. Conference: Motor Italy - Veneto Edition - June 2021
- 22.51. Conference: Motor Italy - Emilia-Romagna Edition - April 2021
- 22.52. Conference: Motor Italy - Milano Finanza - December 2020
- 22.53. Conference: Motor Italy - Milan Finance 2019
- 22.54. Conference: Motor Italy - Milan Finance 2018
- 22.55. The Business Crisis and Insolvency Code
- 22.56. ConfiRes – 18th Edition
- 22.57. ConfiRes – 17th Edition
- 22.58. NPL&UTP 2022 – October 2022
- 22.59. Capital for growth – September 2020
- 22.60. NPL-Credit Risk – September 2020
- 22.61. TMA Italy National Conference
- 22.62. The impact of Fintech on the real economy – October 2019
- 22.63. Conference: Private Equity - Banks - Companies - Entrepreneurs
- 22.64. I agree: Confprofessioni 2017
- 22.65. Conference: The credit process between regulatory constraints and commercial opportunities
- 22.66. BEYOND Corporate Finance – 2018
- 22.67. “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
- 23.26. ESG – Sustainability Dialogues between Banks and Businesses (MEF)
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

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Mini Master ADEQUATE SETTINGS

Download here the guide with the complete procedure for preparing the Adequate Assets Report with Leanus

Watch the webinar recording here

Download the slides

Download PDF Example of Debt Sustainability Assessment 12 months

Watch the webinar recording here

Download the slides

Download the Exel file for leasing calculation

Watch the webinar recording here

Download the slides

Download pdf The Central Credit Register data sheet: reading guide

Download here the guide with the complete procedure for preparing the Adequate Assets Report with Leanus

21.1.2. Financial Administration – from invoice registration to management evaluation

21.1.4. Master in OPERATIONAL FINANCE

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