Basic Configuration for the Lucanet CFO Solution Platform

Last updated on 2025-06-13

Overview

The Lucanet CFO Solution Platform offers a wide range of functions to make your day-to-day work easier. Our AI-based chat functionality Lucanet Copilot provides quick answers and insights regarding your data directly within the platform, enhancing your experience with immediate assistance. Additionally, you can change the language of the user interface, configure the date and number format, change your password, view your user profile, or access your current Lucanet versions.

The following functions are available to you:

Lucanet Copilot

Lucanet Copilot is an AI-based chat functionality designed to provide quick answers and insights regarding your data within the CFO Solution Platform. Lucanet Copilot can help you with the following scenarios:

  • General inquiries: You can ask questions from anywhere in the platform about the Lucanet product itself. The AI leverages our online documentation Lucanet Knowledge Base to deliver clear, user-friendly answers.
  • Consolidation & Financial Planning insights: While accessing the Consolidation & Financial Planning workspace, you can quickly gain insights into related reports and data.

To use Lucanet Copilot:

 

  1. Navigate to any section within the Lucanet CFO Solution Platform for general product inquiries, or go to the specific Ledger in the Consolidation & Financial Planning area for detailed insights.

  2. Click Copilot or the icon in the main menu to open the chat window.

  3. Type your question in simple language. For example, you can ask about specific data points or request insights on your Consolidation & Financial Planning reports.

    If you're not sure where to start, the system provides context-aware prompt suggestions to help guide your queries.

Notes:

  • The chat history in Lucanet Copilot is automatically deleted after 24 hours. You can also delete the chat history manually by clicking the delete icon in the top right corner.
  • You can reference dimensions in your Copilot prompts using a forward slash ("/"). When typing a forward slash, a drop-down list of available dimensions such as account, data level, or organization element appears. You can select any dimension to narrow your request. After selecting a dimension, another drop--down list is displayed, showing only elements that are relevant to that dimension.

While Lucanet Copilot is designed to provide accurate and helpful answers, it may occasionally make mistakes. We recommend double-checking all answers and insights provided by the AI to ensure their accuracy.

You can change the user interface language in the My profile section in the main menu.

To change the language of the user interface:

  1. Click My Profile or the icon in the main menu. The option for changing the user interface language is displayed as follows: Option for changing the user interface language
  2. Choose the desired language in the displayed context menu.

To configure the format of numbers and dates on the Lucanet CFO Solution Platform:

  1. Click My Profile or the icon in the main menu.
  2. Choose Change formatting preferences from the context menu.

    'Change formatting preferences' option in the main menu
  3. The Change Formatting Preferences dialog is displayed as follows:

    Dialog 'Change Formatting Preferences'

To change your password:

  1. Click My Profile or the icon in the main menu.
  2. Choose Change password from the context menu.
  3. In the displayed dialog, change your password.

    ‘Change password’ dialog

On the Lucanet CFO Solution Platform, you can access your user profile for purposes such as checking your saved e-mail address.

To access your user profile:

  1. Click My Profile or the icon in the main menu.
  2. Choose My Profile from the context menu.

    ‘My Profile’ option in the main menu

To access your current Lucanet versions:

  1. Click Help or the icon in the main menu.
  2. Choose About Lucanet from the context menu in order to access the product versions.
    Accessing the Lucanet product versions

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