Functions in the Lucanet CFO Solution Platform

Last modified on 2024-06-26

Overview

The Lucanet CFO Solution Platform offers a wide range of functions to make your day-to-day work easier. For instance, you can change the language of the user interface and the data model, configure the date and number format, or change your password. 

The following functions are available to you:

In the top bar, you can change the User interface language for all the solutions on the Lucanet CFO Solution Platform. The language of the user interface includes, for example, the language of menus and menu commands. 

To change the language of the user interface:

 

  1. Go to the top bar and click the name of the language in which the user interface is currently being displayed.
    Option for changing the user interface language
  2. Choose the desired language in the displayed menu.

You can change the language of the data model via the Consolidation & Financial Planning menu. The language of the data model includes all language-dependent elements created by the user, e. g. items and accounts. 

To change the language of the data model:

 

  1. Open the Consolidation & Financial Planning menu and click on the name of the language in which the data model is currently being displayed.
    Option for changing the data model language
  2. Choose the desired language in the displayed menu.

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

  1. Go to the right of the top bar and click on your profile.
  2. Select Change formatting preferences from the menu.

    'Change formatting preferences' option in the top bar of the Lucanet Cloud Platform
  3. The Change Formatting Preferences dialog is displayed as follows:

    Dialog 'Change Formatting Preferences'

To change your password:

  1. Go to the right of the top bar and click on your profile.
  2. Choose Change password from the 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. Go to the right of the top bar and click on your profile.
  2. Choose My Lucanet Profile from the menu.

    ‘My Lucanet Profile’ option on the top bar

You can create quick accesses to help you jump quickly to the workspaces and elements you use the most. Quick accesses are displayed on the status bar, where you can open them by clicking them. 

To create a quick access:

  1. In the menu or the tree view, select the element you want to create a quick access for.
  2. Choose Add to Quick Access Bar from the context menu.
    Option for creating a quick access