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.
  • 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.
The accounting rules workspace is displayed 'Accounting rules' workspace

Accounting Rules

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VAT/Input Tax Administration

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Planning Using Sheets

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Planning Using Planning Wizards

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Planning Using CFP Add-in for Excel 365

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