20.2. Management report

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Management Report in a few clicks

Description

Thanks to Leanus, it is possible to quickly process the management report to attach to the balance sheet after uploading the balance sheet to be approved, even in PDF format. The software allows you to import data directly from the balance sheet, automating their analysis and quickly generating detailed and regulatory-compliant reports. This process allows you to save time and reduce errors, thanks to the automatic integration of financial and operational information, facilitating the drafting of the management report.

Procedure to view an example

Log in to Leanus
Research the analysis of interest
Click on Management report from the Presentation Menu

Procedure for preparing the management report on a real case

Log in to Leanus
Research the analysis of interest
Transfer the analysis to the PRIVATE AREA (if provided for by your profile)
Upload the balance sheet (also from PDF format)
Click on Management report from the Presentation Menu
Copy and paste the report into Word
Complete the report with the information you have

IMPORTANT: depending on the versions of WORD used, some graphs may not be visible. Complete the Report using the graphs available on Leanus.

Procedure for uploading balance sheets and accounting situations

+Upload Balance Sheets and Accounting Situations in PDF Format

• + Upload balance sheets and accounting situations in PDF format without user intervention
• + Upload Balance Sheets in PDF (Low Score) – What to Do?

+Upload balance sheets and accounting situations in XBRL, CSV, XLS, XML format WITHOUT THE NEED FOR INTERVENTION by the user

• + Upload balance sheets and accounting situations in XBRL, CSV, XLS, XML format WITHOUT THE NEED FOR INTERVENTION

+Upload Balance Sheets and Accounting Situations WITH the need for user intervention to manage any anomalies or complete the reclassification model

• + Upload Financial Statements from Other Sources. Model L1, L3
• + Upload financial statements from free scheme. Model L2
• + Upload financial statements by entering the data manually in the civil scheme

+Load financial statements and accounting situations downloaded from the main management systems

• + Upload financial statements from Ago Zucchetti
• + Load financial statements from Teamsystem
• + Upload Balance Sheets from Profis – SYSTEMS
• + Load financial statements from Dylog Open Manager
• + Upload Balance Sheets from DATEV KOINOS
• + Upload Financial Statements from Genya Wolters Kluver – WKI
• + Upload Balance Sheets from IPSOA
• + Upload financial statements from Passepartout
• + Upload Financial Statements from JD Edwards
• + Upload financial statements from Easy Thema – Data Service
• + Load Balance Sheets from Galileo
• + Load Balance Sheets from ModBilJ ICCREA
• + Upload financial statements from Cebi Cerved

Download an Example of Management Report