Planning

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.
  • Planning wizards: With the help of planning wizards, postings can be made automatically using advanced business logic and complex calculations. 
  • 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.
The accounting rules workspace is displayed 'Accounting rules' workspace