Submenu: Processing History - User Manual

1. Discover Leanus
- 1.1. To whom we turn
- 1.2. L'IMPRENDiTORE srl and the Leanus Team
- 1.3. Frequently Asked Questions (FAQ) – New Customer?
2. Study Center
- 2.1. Calendar of upcoming online events
- 2.2. Master Archive (Download Area)
  - 2.2.1. Master in OPERATIONAL FINANCE
  - 2.2.2. Master MANAGEMENT OF THE CREDIT PROCESS
  - 2.2.3. Master CONSULTING TO SMEs for COMMERCIALISTS
- 2.3. Webinar archive
- 2.4. Business finance in a nutshell
- 2.5. Conferences and Events Calendar
  - 2.5.1. Engine Italy – Veneto – April 2023
  - 2.5.2. Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
  - 2.5.3. Conference: Motor Italy - Upper Piedmont - March 2023
  - 2.5.4. Conference: Motor Italy - Milano Finanza - November 2022
  - 2.5.5. Motor Italy Conference - Tuscany Edition 2022
  - 2.5.6. Conference: Motor Italy - Sicily Edition 2022
  - 2.5.7. Conference: Motor Italy - Veneto 2022 Edition
  - 2.5.8. Conference: Motor Italy - Emilia-Romagna 2022 Edition
  - 2.5.9. Conference: Motor Italy - Friuli - Venezia Giulia Edition
  - 2.5.10. Conference: Motor Italy - Milano Finanza - November 2021
  - 2.5.11. Conference: Motor Italy - Piedmont Edition - November 2021
  - 2.5.12. Conference: Motor Italy - Veneto Edition - June 2021
  - 2.5.13. Conference: Motor Italy - Emilia-Romagna Edition - April 2021
  - 2.5.14. Conference: Motor Italy - Milano Finanza - December 2020
  - 2.5.15. Conference: Motor Italy - Milan Finance 2019
  - 2.5.16. Conference: Motor Italy - Milan Finance 2018
  - 2.5.17. Conference: Private Equity - Banks - Companies - Entrepreneurs
  - 2.5.18. I agree: Confprofessioni 2017
  - 2.5.19. Conference: The credit process between regulatory constraints and commercial opportunities
  - 2.5.20. “BEYOND” the Corporate Finance
- 2.6. Traditional banks resist the challenge of Fintech
- 2.7. Financial statements 2020
- 2.8. The new default definition
- 2.9. Agreed 2019/20
- 2.10. FinTechs to the test of COVID-19
- 2.11. Observatory on the financial statements of Srl - Trend 2016-2018
- 2.12. Cerved PMI report 2019
- 2.13. Info: Alert Systems and Asset Quality Review (AQR)
  - 2.13.1. Info: The early signs of the corporate crisis
  - 2.13.2. Info: Crisis. One in four companies is healthy again
- 2.14. Info: Market Watch PMI - Banca IFIS
- 2.15. Info: Watch out for the rating
- 2.16. Info: Compare the cost structure with your benchmark
- 2.17. Info: The plague of late payments
- 2.18. Info: Average collection times by region (2017)
- 2.19. Info: Pay attention to the NFP / EBITDA ratio
- 2.20. Info: Guide to budget analysis
- 2.21. Info: Ordinary, Abbreviated, Consolidated statutory financial statements
- 2.22. Info: How to evaluate the quality of financial statements
- 2.23. Info: There are 5.100 SMEs at NPL risk
- 2.24. Info: The Startup only makes the consultant rich
- 2.25. Info: Renovations. Out of the tunnel of the crisis (or almost)
- 2.26. Info: The contribution of firms to GDP
- 2.27. Info: The Leanus articles in the new Belpietro newspaper
- 2.28. Info: Would you finance a company like this?
- 2.29. Coronavirus. The list of companies of the municipalities of the red zone
3. First login?
- 3.1. Procedure: Display Problems (add-block)
- 3.2. The Public Area and the Reserved Area
- 3.3. Credit top-up procedure
- 3.4. Procedure: Upgrade to Premium Profile
- 3.5. Procedure: Profile Management / Change Password
- 3.6. Procedure: Recover your password
- 3.7. Procedure: Edit email
- 3.8. Problems with Excel
- 3.9. Procedure: Manage cookies
- 3.10. Fatal Error
- 3.11. Step by step budget analysis
- 3.12. The new features
- 3.13. Contents Training dedicated to customers
- 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 Navigator Menu
- 4.4. Function: Download in excel
- 4.5. Function: Information tag
- 4.6. Function: To manage the company registry
- 4.7. Function: Search news and information with Google
- 4.8. Function: View the Consolidated Financial Statements (and vice versa)
- 4.9. Function: Notes Management
- 4.10. Function: Hide / Show accounting periods
- 4.11. Function: Copy analysis in Reserved Area
- 4.12. Function: Delete an Analysis or a Group
- 4.13. Function: View source data from reclassification schemes
- 4.14. Add financial statements and accounting periods
- 4.15. Function: Update by entering the accounting data manually
- 4.16. Function: To insert your own logo in presentations
- 4.17. Function: Create an Alias / anonymize
- 4.18. Function: View the same analysis for different companies
- 4.19. How to: Create Custom Charts
- 4.20. Procedure: Change the source data
- 4.21. Corporate Tree Building
- 4.22. Functions: Various
- 4.23. 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: Cadastral Services
- 6.3. Submenu: Search History
- 6.4. Submenu: International Registers
- 6.5. Submenu: Variation Monitoring
- 6.6. Submenu: Negative Event Control
- 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 (automatic reclassification)
- 7.2. Procedure: + Upload Financial Statements (manual reclassification)
  - 7.2.1. +Upload financial statements and accounting statements in any format including PDF
  - 7.2.2. + Load financial statements from Excel (L2 model)
- 7.3. Submenu: Processing history
- 7.4. Frequently Asked Questions (FAQ) – Process Analysis
8. Menu: Home
- 8.1. Frequently Asked Questions (FAQ) – Home
9. Menu: Source and Reclassification
- 9.1. Submenu: Detailed diagrams
- 9.2. Info: Standard management reclassification (default)
- 9.3. Info: Reclassification Quadrature Control
- 9.4. Function: View the reclassification
- 9.5. Function: The Red, Orange, Green triangle
- 9.6. Procedure: Management of adjustments
- 9.7. Procedure: Reclassify the asterisked items "other inputs for statistics"
- 9.8. Procedure: Undo all adjustments and customizations
- 9.9. Function: Controls to aid in reclassification
- 9.10. Info: Reclassification – Management of the ± sign
- 9.11. How to: Customize Reclassifications
- 9.12. Procedure: Save / Retrieve custom reclassification criteria
- 9.13. Procedure: Manual corrections of the data source
- 9.14. Procedure: Include items of other payables in NFP
- 9.15. Functionality: Advanced adjustments with description and calculation of totals
  - 9.15.1. Leasing management (IFRS16). Examples of Adjustment Procedures
- 9.16. Analysis by Profit Center or by Business Unit
- 9.17. Info: The reclassification of the statutory financial statements
- 9.18. Main Sources and Examples of Reclassification
- 9.19. Frequently Asked Questions (FAQ) – Source and Reclassification
10. Menu: Budget analysis
- 10.1. Submenu: Economic and Financial Summary
  - 10.1.1. Submenu: EBITDA NFP summary / analysis
- 10.2. Submenu: Income Statement (Classic)
  - 10.2.1. Procedure: Classic Income Statement Reclassification
- 10.3. Submenu: -> Income Statement (Management)
- 10.4. Submenu: -> Balance Sheet (Sources-Uses)
- 10.5. Submenu: Balance Sheet (for Liquidity)
- 10.6. Submenu: Balance Sheet (Abbreviated Financial Statements)
- 10.7. Submenu: Cash Flow Statement
- 10.8. Submenu: OIC Cash Flow Statement
- 10.9. Submenu: Normalized Civil Scheme
- 10.10. Submenu: Balance Sheet Indices
- 10.11. Submenu: Bankability Indices (DSCR)
- 10.12. Submenu: LOM Corporate indicators
- 10.13. Submenu: Company value
- 10.14. Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
- 10.15. Procedure: Extend the analysis to 10 years and beyond
- 10.16. Submenu: AQR scheme 1
- 10.17. Frequently Asked Questions (FAQ) - Financial Statement Analysis
11. Menu: + Load Balance Sheets
- 11.1. Frequently Asked Questions (FAQ) – Upload Balances
12. Menu: Other Schemes
- 12.1. Submenu: Financial flows and NCCs
- 12.2. Submenu: Bank reclassification schemes
- 12.3. Submenu: Custom Schemes for Banks
- 12.4. Frequently Asked Questions (FAQ) – Other Schemes
13. Menu: Last Period Evaluation
- 13.1. Submenu: Risk profile
- 13.2. Submenu: Leanus Score
- 13.3. Info: Calculation of MCC Guarantee Fund Rating
- 13.4. Central Risk Processing
- 13.5. Submenu: Process Central Credit Register (CR)
- 13.6. Submenu: Debt capacity and Recommended credit line
- 13.7. Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
- 13.8. Submenu: General KPIs and Objectives
- 13.9. Info: DSCR calculation and bankability indices
- 13.10. Frequently Asked Questions (FAQ) - Evaluation Last Period
14. Menu: Benchmarks
- 14.1. Procedure: Associate Companies / Choose Benchmarks
- 14.2. Customers - Suppliers Association
- 14.3. How to: Find Benchmark Firms
- 14.4. EBITDA NFP summary for the Benchmark
- 14.5. Frequently Asked Questions (FAQ) – Benchmark
15. Menu: Business Plans
- 15.1. Info: inertial or automatic Business Plan
- 15.2. Procedure: Enter the assumptions of the income statement
- 15.3. Procedure: Enter the balance sheet assumptions
- 15.4. Procedure: Reset the hypotheses previously entered
- 15.5. Procedure: Enter the assumptions relating to the cost of personnel and the number of employees
- 15.6. Procedure: Enter the assumptions relating to financial charges
- 15.7. Procedure: Save and historicize the simulations
- 15.8. How to: Add Delete Annuity to Business Plan
- 15.9. Procedure: Develop a business plan for 10 years or more
- 15.10. How to: Manually change the source data
- 15.11. How to: Compare two or more business plans
- 15.12. How to: Join Business Plan Periods to Historical Data
- 15.13. Examples of simulations on real cases
- 15.14. Procedure: Develop the Monthly Business Plan
- 15.15. EBITDA NFP summary on Business Plan data
- 15.16. Business Plan Digital Course
- 15.17. Frequently Asked Questions (FAQ) – Business Plan
16. Menu: Presentations
- 16.1. Leanus Commented Report
- 16.2. Develop a Basic Presentation
- 16.3. Develop an In-depth Presentation
- 16.4. Create a personalized presentation
- 16.5. Archive the presentation and create the PDF
- 16.6. Add custom slides
- 16.7. Insert comments on the slides
- 16.8. Frequently Asked Questions (FAQ) – Presentations
17. Menu: Search with Filters
- 17.1. Procedure: Search Companies through filters
- 17.2. Procedure: Saving / Retrieving search criteria
- 17.3. Procedure: Sum. Calculate the balances from a list
- 17.4. Procedure: Delete Personal Data from List
- 17.5. Info: Ateco code list
- 17.6. Info: List of SAE / RAE codes
- 17.7. Info: List of SIC codes
- 17.8. Info: List of NACE Codes
- 17.9. Profiling techniques on the Leanus Data Base
- 17.10. Frequently Asked Questions (FAQ) – Search with Filters
18. Menu: Group Analysis
- 18.1. Menu: View Group List
- 18.2. Procedure: Create a group of companies selected through the Filters
- 18.3. Procedure: Create Group with name search
- 18.4. How to: Create a group by adding / deleting individual businesses
- 18.5. Procedure: Modify / Update a group
- 18.6. Procedure: Rename a group
- 18.7. Procedure: Delete a group
- 18.8. Procedure: Search for the analysis of a previously created group
- 18.9. Procedure: Duplicate a group
- 18.10. Procedure: Edit a group
- 18.11. How to: Uploads and Batch Lookups
- 18.12. Procedure: Transfer a group to the Reserved Area
- 18.13. Info: Group Creation Methodology
- 18.14. Frequently Asked Questions (FAQ) – Group Analysis
19. Portfolio analysis
- 19.1. Frequently Asked Questions (FAQ) – Portfolio analysis
20. Menu: Liquidation Balance Sheet and Bankruptcy Procedures
- 20.1. Frequently Asked Questions (FAQ) – Clearance
21. Web Services
- 21.1. Frequently Asked Questions (FAQ) – Web Services
22. Contact
23. Collaborate with us

Processing history

Allows you to consult the list of the elaborations performed (Eg. Creation / Update Analysis of Financial Statements)

Download here the complete index of the Leanus manual

7.2.2. + Load financial statements from Excel (L2 model)

7.4. Frequently Asked Questions (FAQ) – Process Analysis

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7.3. Submenu: Processing history

Processing history

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