Planning

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Reporting & Analyzing

Import and Journals

Planning

All Steps at a Glance - Planning

Accounting Rules

Planning Using Sheets

Planning Using Planning Wizards

Planning Using CFP Add-in for Excel 365

Consolidation

Dimensions

Excel-Integration

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

The Planning functionalities of our Consolidation & Financial Planning solution can be used to plan on a monthly, quarterly or yearly basis for any planning period and display any scenario based on existing plans.

The following features are available for Planning:

Accounting rules

: Used to define automatic contra entries for integrated balance sheet, profit and loss and cash flow planning.

VAT and input VAT configurations

: Can be taken into account as part of the configuration of accounting rules for accounts and items in general ledgers and subledgers.

Sheets:

Replacing the previously used Forms in Lucanet.Financial Client, Sheets offer enhanced capabilities for performing financial planning calculations — including the ability to create formulas using natural language.

Planning wizards

: With the help of planning wizards, postings can be made automatically using advanced business logic and complex calculations.

CFP Add-in for Excel 365:

The Lucanet CFP Add-in for Excel 365 can be used to transfer planning, posting records or statistical values, such as employee figures, from MS Excel to Lucanet.

Accounting Rules

VAT/Input Tax Administration

Planning Using Sheets

Planning Using Planning Wizards

Planning Using CFP Add-in for Excel 365

Last updated on Aug 16, 2023

Planning

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