Credit top-up procedure - 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
- 6.2. 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)
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
- 11.2. 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. Motor Italy – Tuscany – November 2023
  - 24.5.2. Motore Italia – Lower Piedmont – October 2023
  - 24.5.3. Motore Italia – Liguria – September 2023
  - 24.5.4. Engine Italy - Emilia Romagna - July 2023
  - 24.5.5. Engine Italy – Sicily – June 2023
  - 24.5.6. Engine Italy – Veneto – April 2023
  - 24.5.7. Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
  - 24.5.8. Conference: Motor Italy - Upper Piedmont - March 2023
  - 24.5.9. Conference: Motor Italy - Milano Finanza - November 2022
  - 24.5.10. Motor Italy Conference - Tuscany Edition 2022
  - 24.5.11. Conference: Motor Italy - Sicily Edition 2022
  - 24.5.12. Conference: Motor Italy - Veneto 2022 Edition
  - 24.5.13. Conference: Motor Italy - Emilia-Romagna 2022 Edition
  - 24.5.14. Conference: Motor Italy - Friuli - Venezia Giulia Edition
  - 24.5.15. Conference: Motor Italy - Milano Finanza - November 2021
  - 24.5.16. Conference: Motor Italy - Piedmont Edition - November 2021
  - 24.5.17. Conference: Motor Italy - Veneto Edition - June 2021
  - 24.5.18. Conference: Motor Italy - Emilia-Romagna Edition - April 2021
  - 24.5.19. Conference: Motor Italy - Milano Finanza - December 2020
  - 24.5.20. Conference: Motor Italy - Milan Finance 2019
  - 24.5.21. Conference: Motor Italy - Milan Finance 2018
  - 24.5.22. Conference: Private Equity - Banks - Companies - Entrepreneurs
  - 24.5.23. I agree: Confprofessioni 2017
  - 24.5.24. Conference: The credit process between regulatory constraints and commercial opportunities
  - 24.5.25. “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

What you need to do to buy Credits:

Procedure

1 CR = 1 Euro. Therefore a top-up of € 200 + IVA corresponds to a credit of 200 CR + 10 CR free.

_______________________________________________________________________________________

How can I view the credit balance and consumption details?

By clicking on the credits icon in the top right bar you can view both your credit balance and consumption details.

Download here the complete index of the Leanus manual

3.3. The Public Area and the Reserved Area

3.5. Procedure: Upgrade to Premium Profile

Feedback

Post your feedback on this topic.

3.4. Credit top-up procedure

What you need to do to buy Credits:

Procedure

How can I view the credit balance and consumption details?

Feedback

Was it helpful?