Submenu: Processing History - User Manual

1. Index of contents of the Manual
2. Discover Leanus
- 2.1. Leanus for Banks
- 2.2. Leanus for Professionals
- 2.3. Contents Training dedicated to customers
3. Free Trial
4. First login?
- 4.1. Functionality: Company Search (What are you looking for)
- 4.2. The Public Area and the Reserved Area
- 4.3. Credit top-up procedure
- 4.4. Procedure: Upgrade to Premium Profile
- 4.5. Procedure: Profile Management / Change Password
- 4.6. Procedure: Recover your password
- 4.7. Procedure: Manage cookies
- 4.8. Procedure: Display Problems (add-block)
- 4.9. Problems with Excel
- 4.10. Step by step budget analysis
- 4.11. Glossary
- 4.12. Frequently Asked Questions (FAQ) – First Time Login
- 4.13. PDF Download Functions
5. The new features
- 5.1. Check Reclassifications, Framing and Abnormalities
- 5.2. Search by Roles for Physical and Legal Persons
- 5.3. Automatic PDF processing of the accounting situation
- 5.4. Management of “Cash Pooling” cases
- 5.5. Enhancement of the Company Search and Analysis Processing Menu
- 5.6. Insertion of the "Reclassification outcome check" box in Home
- 5.7. Opening/closing all adjustment columns with a single click
- 5.8. In the analysis update phase, display of accounting periods already processed
- 5.9. Management of adjustments to the items of Other Receivables and Other Payables of the Business Plan
- 5.10. Net Tax Position and Tax Cash Flow
6. "SAVE TIME" functions
- 6.1. Business search in the Leanus DB
- 6.2. Function: The multifunctional wheel
- 6.3. Function: The Red, Orange, Green symbol
- 6.4. Info: Reclassification – Management of the ± sign
- 6.5. Function: The Navigator Menu
- 6.6. Function: Download in excel
- 6.7. Function: Information tag
- 6.8. Function: displays Ordinary / Consolidated Financial Statements
- 6.9. Function: Search news and information with Google
- 6.10. Function: Notes Management
- 6.11. Function: Hide / Show accounting periods
- 6.12. Function: Copy analysis in Reserved Area
- 6.13. Function: Delete an Analysis or a Group
- 6.14. Function: View and customize reclassification criteria
- 6.15. Upload balance sheets and accounting situations
- 6.16. Function: Update by entering the accounting data manually
- 6.17. Procedure: Change the source data
- 6.18. Function: To insert your own logo in presentations
- 6.19. Function: Create an Alias / anonymize
- 6.20. Registry update / tax code correction
- 6.21. Function: View the same analysis for different companies
- 6.22. Corporate Tree Building
7. First page after log-in
- 7.1. Frequently Asked Questions (FAQ) – First page after logging in
8. Menu: Buy Documents
- 8.1. Chamber Services
- 8.2. Submenu: Negative Event Control
- 8.3. Submenu: Cadastral Services
- 8.4. Submenu: International Registers
- 8.5. Submenu: Search History
- 8.6. Submenu: Variation Monitoring
- 8.7. Commercial Dossier
- 8.8. Submenu: Personalized dossier
- 8.9. Frequently Asked Questions (FAQ) – Buy Documents
9. Menu: Process Analysis
10. + Upload balance sheets (automatic reclassification)
- 10.1. +Upload Financial Statements Filed in the Company Register
- 10.2. +Load financial statements Creation Quick Update
- 10.3. +Upload financial statements and accounting statements in any format including PDF
- 10.4. + Upload accounting situations of main suppliers
- 10.5. +Upload Accounting situation TeamSystem
- 10.6. + Load accounting situations from TeamSystem Gamma Enterprise
- 10.7. +Upload Zucchetti AGO accounting situations
- 10.8. +Upload Accounting statements Omnia Zucchetti
- 10.9. +Upload accounting situations from ICCREA's ModBilJ
- 10.10. +Upload Cebi Cerved accounting statements
- 10.11. +Upload accounting situations from Galileo (confidi)
- 10.12. +Upload Financial Statements from other proprietary sources in statutory format (Model L1, L3)
- 10.13. +Upload Cerved XML Balances
- 10.14. +Financial Statements for Spanish Companies
- 10.15. Frequently Asked Questions (FAQ) – Process Analysis
- 10.16. Submenu: Processing history
11. + Load Balance Sheets (Low/Medium Score) – What to do?
12. + Upload financial statements in non-digitizable formats
- 12.1. +Load Balances: Manual Input of Accounting Data on Predefined Schemes
- 12.2. + Load financial statements – free form (L2 Model)
- 12.3. + Upload Financial Statements and Accounting Situations in any format
- 12.4. Menu: + Load Financial Statements (data present in the DB)
  - 12.4.1. Frequently Asked Questions (FAQ) – Upload Balances
13. Menu: Home – Summary of company analysis
- 13.1. Frequently Asked Questions (FAQ) – Home
14. Menu: Filter Personal Data
15. Menu: + Search List of Tax Codes via Excel
16. Menu: Source and Reclassification
- 16.1. Submenu: Detailed diagrams
- 16.2. Info: Standard management reclassification (default)
- 16.3. Info: Reclassification Quadrature Control
- 16.4. Function: View the reclassification
- 16.5. Procedure: Management of adjustments
- 16.6. Procedure: Reclassify the asterisked items "other inputs for statistics"
- 16.7. Procedure: Undo all adjustments and customizations
- 16.8. Function: Check Management Schemes
- 16.9. How to: Customize Reclassifications
- 16.10. How to: Archive / Retrieve custom reclassification criteria
- 16.11. Procedure: Manual corrections of the data source
- 16.12. Procedure: Include items of other payables in NFP
- 16.13. Functionality: Advanced adjustments with description and calculation of totals
  - 16.13.1. Leasing management (IFRS16). Examples of Adjustment Procedures
- 16.14. Analysis by Profit Center or by Business Unit
- 16.15. Info: The reclassification of the statutory financial statements
- 16.16. Main Sources and Examples of Reclassification
- 16.17. Frequently Asked Questions (FAQ) – Source and Reclassification
17. Menu: Budget analysis
- 17.1. Submenu: Economic and Financial Summary
  - 17.1.1. Submenu: EBITDA NFP summary / analysis
- 17.2. Submenu: Income Statement (Classic)
- 17.3. Procedure: Classic Income Statement Reclassification
- 17.4. Submenu: Income Statement (Management)
- 17.5. Submenu: Balance Sheet (Sources-Uses)
- 17.6. Submenu: Balance Sheet (for Liquidity)
- 17.7. Submenu: Balance Sheet (Abbreviated Financial Statements)
- 17.8. Submenu: Cash Flow Statement
- 17.9. Submenu: OIC Cash Flow Statement
- 17.10. Submenu: Normalized Civil Scheme
- 17.11. Stress Test
- 17.12. Submenu: Balance Sheet Indices
- 17.13. Submenu: Bankability Indices (DSCR)
- 17.14. Submenu: LOM Corporate indicators
- 17.15. Submenu: Company Evaluation
- 17.16. Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
- 17.17. Procedure: Extend the analysis to 10 years and beyond
- 17.18. Submenu: AQR scheme 1
- 17.19. Development of the Crisis Code
- 17.20. Frequently Asked Questions (FAQ) - Financial Statement Analysis
18. Menu: Other Custom Schemes
- 18.1. Custom AQR1 Scheme
- 18.2. Custom CRF scheme
- 18.3. Custom Bank Scheme
- 18.4. Custom Bank Corporate Scheme
- 18.5. Custom Confidi Scheme
- 18.6. Custom AQR 2 Scheme
- 18.7. Submenu: Financial flows and NCCs
- 18.8. Frequently Asked Questions (FAQ) – Other Schemes
19. Menu: Last Period Evaluation
- 19.1. Submenu: Risk profile
- 19.2. Submenu: Leanus Score
- 19.3. Info: Calculation of MCC Guarantee Fund Rating
- 19.4. Central Risk Processing
- 19.5. Submenu: Process Central Credit Register (CR)
- 19.6. Submenu: Debt capacity and Recommended credit line
- 19.7. Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
- 19.8. Submenu: General KPIs and Objectives
- 19.9. Info: DSCR calculation and bankability indices
- 19.10. Menu: Liquidation Balance Sheet and Bankruptcy Procedures
  - 19.10.1. Frequently Asked Questions (FAQ) – Clearance
- 19.11. Frequently Asked Questions (FAQ) - Evaluation Last Period
20. Menu: Benchmarks
- 20.1. Procedure: Associate Companies / Choose Benchmarks
- 20.2. Customers - Suppliers Association
- 20.3. How to: Find Benchmark Firms
- 20.4. EBITDA NFP summary for the Benchmark
- 20.5. Frequently Asked Questions (FAQ) – Benchmark
21. Menu: Business Plans
- 21.1. Info: inertial or automatic Business Plan
- 21.2. Procedure: Enter the assumptions of the income statement
- 21.3. Procedure: Enter the balance sheet assumptions
- 21.4. Procedure: Reset the hypotheses previously entered
- 21.5. Procedure: Enter the assumptions relating to the cost of personnel and the number of employees
- 21.6. Procedure: Enter the assumptions relating to financial charges
- 21.7. Procedure: Save and historicize the simulations
- 21.8. How to: Add Delete Annuity to Business Plan
- 21.9. Procedure: Develop a business plan for 10 years or more
- 21.10. Procedure: Business plan for startups
- 21.11. How to: Manually edit historical data
- 21.12. How to: Compare two or more business plans
- 21.13. How to: Join Business Plan Periods to Historical Data
- 21.14. Procedure: Develop the Monthly Business Plan
- 21.15. Procedure: Load Business Plan data into historical analysis
- 21.16. EBITDA NFP summary on Business Plan data
- 21.17. Examples of simulations on real cases
- 21.18. Business Plan Digital Course
- 21.19. Frequently Asked Questions (FAQ) – Business Plan
22. Menu: Presentations
- 22.1. Leanus Commented Report
- 22.2. Develop a Basic Presentation
- 22.3. Develop an In-depth Presentation
- 22.4. Create a personalized presentation
- 22.5. Archive the presentation and create the PDF
- 22.6. Add custom slides
- 22.7. Insert comments on the slides
- 22.8. Frequently Asked Questions (FAQ) – Presentations
23. Menu: Search with Filters
- 23.1. Procedure: Search Companies through filters
- 23.2. Search for companies via list of tax codes
- 23.3. Procedure: Saving / Retrieving search criteria
- 23.4. Procedure: Sum. Calculate the balances from a list
- 23.5. Procedure: Delete Personal Data from List
- 23.6. Info: Ateco code list
- 23.7. Info: List of SAE / RAE codes
- 23.8. Info: List of SIC codes
- 23.9. Info: List of NACE Codes
- 23.10. Frequently Asked Questions (FAQ) – Search with Filters
24. Menu: Group Analysis
- 24.1. Menu: View Group List
- 24.2. Procedure: Create a group of companies selected through the Filters
- 24.3. Procedure: Create Group with name search
- 24.4. How to: Create a group by adding / deleting individual businesses
- 24.5. Procedure: Modify / Update a group
- 24.6. Procedure: Rename a group
- 24.7. Procedure: Delete a group
- 24.8. Procedure: Search for the analysis of a previously created group
- 24.9. Procedure: Duplicate a group
- 24.10. Procedure: Edit a group
- 24.11. How to: Uploads and Batch Lookups
- 24.12. Procedure: Transfer a group to the Reserved Area
- 24.13. Info: Group Creation Methodology
- 24.14. Frequently Asked Questions (FAQ) – Group Analysis
25. Portfolio analysis
- 25.1. Frequently Asked Questions (FAQ) – Portfolio analysis
26. FIDI pre-investigation - Guided collection of qualitative information
27. Management of Adequate Structures
28. Web Services
- 28.1. Frequently Asked Questions (FAQ) – Web Services
29. Events calendar
- 29.1. Calendar of upcoming events online
- 29.2. Calendar of upcoming in-person events
  - 29.2.1. From the analysis of the accounting situation to prospective stress tests
  - 29.2.2. The Business System of the Province of Bolzano
- 29.3. Past events
- 29.4. Master Archive (Download Area)
- 29.5. Webinar archive
- 29.6. Business finance in a nutshell
30. Online courses – Become an expert in business analysis and evaluation
31. Study Center
- 31.1. AI-Based Credit Assessment
- 31.2. Traditional banks resist the challenge of Fintech
- 31.3. Financial statements 2020
- 31.4. The new default definition
- 31.5. Agreed 2019/20
- 31.6. FinTechs to the test of COVID-19
- 31.7. Observatory on the financial statements of Srl - Trend 2016-2018
- 31.8. Info: Alert Systems and Asset Quality Review (AQR)
  - 31.8.1. Info: The early signs of the corporate crisis
  - 31.8.2. Info: Crisis. One in four companies is healthy again
- 31.9. Info: Market Watch PMI - Banca IFIS
- 31.10. Info: Watch out for the rating
- 31.11. Info: Compare the cost structure with your benchmark
- 31.12. Info: The plague of late payments
- 31.13. Info: Average collection times by region (2017)
- 31.14. Info: Pay attention to the NFP / EBITDA ratio
- 31.15. Info: Guide to budget analysis
- 31.16. Info: Ordinary, Abbreviated, Consolidated statutory financial statements
- 31.17. Cerved PMI report 2019
- 31.18. Info: How to evaluate the quality of financial statements
- 31.19. Info: There are 5.100 SMEs at NPL risk
- 31.20. Info: The Startup only makes the consultant rich
- 31.21. Info: Renovations. Out of the tunnel of the crisis (or almost)
- 31.22. Info: The contribution of firms to GDP
- 31.23. Info: The Leanus articles in the new Belpietro newspaper
- 31.24. Info: Would you finance a company like this?
- 31.25. Coronavirus. The list of companies of the municipalities of the red zone
32. Contacts
- 32.1. System Status
- 32.2. Frequently Asked Questions (FAQ) – New Customer?
33. L'IMPRENDiTORE srl and the Leanus Team
34. Collaborate with us

Main sections of the Manual: Content index | First Access? Basics | Time-saving functions |

Processing history

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

10.15. Frequently Asked Questions (FAQ) – Process Analysis

11. + Load Balance Sheets (Low/Medium Score) – What to do?

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10.16. Submenu: Processing history

Processing history

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