All Steps at a Glance - Planning

Display the accounting structure of your enterprise. Which elements need to be created depends on the structure of your company:

Items and accounts in the general ledger

Create the items and accounts for the general ledger (see Elements in Ledgers and Schedules).

Subledgers

Create one or more subledgers and the corresponding items, accounts, and references (see Creating and configuring a subledger).

Statistical ledgers

Create one or more statistical ledgers and the corresponding items, accounts, and references (see Creating and configuring a statistical ledger).

Schedules

If necessary, create the required schedules (see Creating and configuring schedules).

Define your organization structure:

Reporting entities

In the Reporting entities workspace, create objects to which postings can be made in Lucanet, i.e., reporting entities, cost center groups, cost centers as well as subtotals and totals (see Reporting Entities).

Organization elements

In the Organization elements workspace, map the structure of your organization using references to reporting entities, cost centers, and cost center groups (see Organization Elements).

If the transactions in your company can be carried out in different currencies, you must first create the possible transaction and display currencies (see Creating and Configuring currencies) and define exchange rate tables for the currencies (see Creating and Configuring Exchange Rate Tables).