View and customize reclassification criteria
It is always possible to view and customize the reclassification criteria processed automatically.
By clicking on each item of the Income Statement, Balance Sheet and Cash Flow Statement you can view the detail of the individual balances.
For example, by clicking on Revenues, Item A1 – Revenues from Sales and Services will be displayed if the source is a civil balance sheet. If the source is different from a civil balance sheet (e.g. accounting situation uploaded via PDF or Excel), the reclassified Items (marked in orange) associated via the Menu will be displayed Source and Reclassification
In addition to viewing the details of individual balances, it is possible to modify the reclassification criteria by acting on the drop-down menu (In the RESERVED AREA if provided)
From the Income Statement, Balance Sheet and Cash Flow Statement templates (Financial Statement Analysis Menu) it is possible to view only the reclassified items (marked in orange). To view all the Source entries, manage the reclassification via the Source and Reclassification/Reclassification Menu on Management Schemes
To view source data from the Income Statement, Balance Sheet or Cash Flow Statement:
Log in to Leanus
Research the company that you intend to analyze
Select it scheme of your interest (eg. Income Statement)
Click on any item of the scheme
View the list of the source items which determine the displayed balance
It's possible modify the reclassification criteria. The change affects all calculations made for that specific company.
To view all the entries in the source and the related reclassification criteria used:
Log in to Leanus
Research the company that you intend to analyze
Go to Source Menu and Reclassification/Reclassification on Management Schemes
It's possible edit and save the reclassification criteria. The change affects all calculations made for that specific company.
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