Basic Configuration | Lucanet Knowledge Base

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

The Lucanet Disclosure Management User Interface

All Steps at a Glance

Basic Configuration

Installing and Updating the Dispatcher and Ribbons

Creating and Editing User Roles for Disclosure Management

Disclosure Management Settings

Dashboard

Configuring a Document

Cockpit

Creating and Editing Chapters

Creating and Editing Periods

Importing Data

Working with MS Office Files

Creating and Editing Validations

Using the Data View

Using the XBRL Tagger

Creating Result Document

Rolling Forward or Copying a Document

Editing Documents in the XBRL Tagger

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

Before you can start creating a report in Lucanet Disclosure Management, you need to configure a few basic settings. These comprise:

Installing the Dispatcher and Ribbons

The

Dispatcher

is a program that must be installed on every computer on which you want to use the Lucanet Disclosure Management solution.

Ribbons

are menu ribbons that you will need to install if you want to use Disclosure Management with MS Word and MS Excel.

For more information, see

Installing the Dispatcher and Ribbons

Assigning User Roles for Disclosure Management

You can use user roles to help you define the permissions each user has for specific areas in Disclosure Management. For example, you can use

global roles

to assign system-wide permissions, or simply assign specific

document roles

.

For more information, see

Creating and Editing User Roles for Disclosure Management

Configuring System-Wide Settings

A user with the neccessary permissions can configure preferences that will apply system-wide for the display of certain areas of Disclosure Management for all users.

More information on this can be found in

Disclosure Management Settings

Last updated on Aug 16, 2023

Basic Configuration for Disclosure Management

Overview

Basic Configuration for Disclosure Management

Overview

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