Importing and Configuring Reporting Entities

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Getting Started

Global Functions

Lucanet Lume

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Data Hub

Consolidation & Financial Planning

Lease Accounting

General Functions in Lease Accounting

User Roles in Lease Accounting

All Steps at a Glance

Basic Configuration for Lease Accounting

Importing and Configuring Reporting Entities

Creating and Configuring Asset Classes

Creating and Configuring Interest Rates

Creating or Importing Cost Centers

Creating Profit Centers

Creating Accounting Areas

Creating Business Units

General Configurations

Migrating Data

Selecting a Lessee

Collecting Data

Categorizing Components

Calculating Data

Saving Postings

Reversing Postings

Exporting Reports and Postings

Importing Postings into Consolidation & Financial Planning

Extended Planning & Analysis (xP&A)

ESG Reporting

Disclosure Management

XBRL Tagger

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

In Lucanet Lease Accounting, a lessee is the party who receives the right to use an asset under the conditions of a lease contract. Lease Accounting records leases separately for each lessee.

In your role as lessee, you can select the companies you want to be configured as reporting entities in Consolidation & Financial Planning. To ensure that the reporting entities are available in Lease Accounting, the existing reporting entities in Lucanet Consolidation & Financial Planning first need to be imported into Lease Accounting.

You import and manage reporting entities in the Reporting entities workspace in Lease Accounting.

Users with a standalone license for Lucanet Lease Accounting can create reporting entities directly within Lease Accounting, rather than importing them. For details, see Creating Reporting Entities in Lease Accounting.

Until at least one reporting entity exists in Lease Accounting, a warning icon appears next to Reporting entities in the Settings menu. The icon disappears once you import or create your first reporting entity.

Warning icons in the 'Settings' menu

The Reporting entities workspace in Lease Accounting displays all the reporting entities that have already been imported from Consolidation & Financial Planning:

Shows the 'Reporting entities' workspace in Lucanet Lease Accounting with the 'Import from CFP' button and a table with the columns 'Technical ID', 'OID', 'Reporting entity', 'Country or region', and 'Functional currency', listing reporting entities such as '032BBB_E2E_test' with the country 'Germany' and the currency 'EUR'. Highlighted in red is the 'Reporting entities' item under 'Settings' in the navigation. — The 'Reporting entities' workspace

To import reporting entities from Consolidation & Financial Planning into Lease Accounting:

Click Import from CFP.

The Warning: Mandatory Action Required dialog is displayed:

Shows the 'Warning: Mandatory Action Required' dialog in Lucanet Lease Accounting with the message that you must assign a country and a functional currency to each imported entity once the import of the reporting entities is complete, the instruction to click the 'Edit' button in the data table for each newly imported reporting entity, and the 'Cancel' and 'Import' buttons. — 'Warning: Mandatory Action Required' dialog

Click Import to confirm the message and execute the import.

Once they have been imported from Consolidation & Financial Planning, the reporting entities will be displayed in the overview table.

Assign a Country or region and a Functional currency for Lease Accounting to each of the new reporting entities you have imported. You can edit these fields directly in the overview table, or click the icon in the row, go to the General information tab, and select the required entry from the drop-down list.

The following notes apply to the Country or region and Functional currency fields of reporting entities in Lease Accounting:

Editing

Country or region

and

Functional currency

fields in the overview table supports bulk updates when many reporting entities are imported from Consolidation & Financial Planning and is especially useful for migrations, for example from the IFRS 16 script to the Lucanet CFO Solution Platform.

The functional currency can only be changed as long as no components have been calculated for the reporting entity.

If necessary, configure any additional details required to use the reporting entity in Lease Accounting. For details, see Editing Reporting Entities in Lease Accounting.

Click Update.

To ensure that reporting entities created at a later date in Consolidation & Financial Planning can be used in Lease Accounting, execute a new import and assign a Country or region and a Functional currency to each newly imported reporting entity.

When another import run is executed, only those reporting entities that have been created since the last import will be added. Any details that have already been edited in existing reporting entities will remain unchanged; they will not be overwritten when you perform a new import.

To edit the details of an imported reporting entity in Lease Accounting, go to the reporting entity in question in the overview table and click the icon in the corresponding row.

When configuring a reporting entity, the following options are available:

The following notes apply to the fields of a reporting entity in Lease Accounting:

Fields marked with a * are mandatory fields. The number of mandatory fields in each tab and how many have already been filled in is displayed next to the name of the tab:

Shows the 'General information' tab name in Lucanet Lease Accounting with the mandatory-field counter '4/4'. Highlighted in red is the counter.

Fields that have been grayed out cannot be edited. They are filled in automatically based on the information in Lucanet.Financial Client.

Shows the 'General information' tab of an imported reporting entity in Lucanet Lease Accounting with the counter '4/4', the 'Company' field with the value 'Test GmbH_upd', the 'OID' field with the value '2399309', an empty 'Functional currency' drop-down list, the 'Default currency of reporting entity' field with the value 'USD', and the 'Country or region' drop-down list with the value 'Austria'. — The 'General information' tab

The following table describes the options of the General information tab of an imported reporting entity in Lease Accounting:

Option	Description
Technical ID	Displays the technical ID assigned to the company in Lease Accounting
Company	Displays the name of the reporting entity
OID	Displays the OID of the reporting entity in Lucanet.Financial Client
Functional currency	Designated functional currency for the company in Lease Accounting. You can select the currency from the drop-down list or search for it using the search box. Note: This field can be edited as long as no calculations have been performed for the reporting entity, regardless of whether active components exist. Once calculations are performed, the functional currency can no longer be changed.
Default currency of reporting entity	Displays the default currency configured for the company in Lucanet.Financial Client
Country or region	Country or region of the reporting entity. Select from the drop-down list or use the search box to find the required country or region.

Shows the 'Contact person' tab of the reporting entity 'Lucanet AG' with the label 'Technical ID: 3' in Lucanet Lease Accounting, with the empty fields 'First name', 'Last name', 'E-mail address', and 'Job position'. — The 'Contact person' tab

The following table describes the options of the Contact person tab of an imported reporting entity in Lease Accounting:

Option	Description
First name	First name of the company’s contact person
Last name	Surname of the company’s contact person
E-mail address	E-mail address for the company’s contact person
Job position	Position of the company’s contact person

Shows the 'Additional information' tab of the reporting entity 'Lucanet AG' with the label 'Technical ID: 3' in Lucanet Lease Accounting, with an empty 'Comments' text box. — The 'Additional information' tab

In Lease Accounting, use the Additional information tab to add comments on the reporting entity in a plain text box.

Users with a standalone license for Lucanet Lease Accounting can create reporting entities directly within Lease Accounting, rather than importing them.

To create a reporting entity in Lease Accounting, navigate to the Reporting entities workspace under Settings and click + Add reporting entity.

Fill out the following information for the new reporting entity in Lease Accounting:

Shows the 'General information' tab of the 'Create Reporting Entity' workspace in Lucanet Lease Accounting with the counter '0/4', the empty mandatory fields 'Company', 'Business code', 'Functional currency', and 'Country or region', and the 'Cancel' button, an arrow button, and the 'Save' button. — 'General information' tab

The following table describes the options of the General information tab when you create a reporting entity in Lease Accounting:

Option	Description
Company	The name of the reporting entity
Business code	Business code of the reporting entity
Functional currency	Designated functional currency for the company in Lease Accounting. You can select the currency from the drop-down list or search for it using the search box. Note: This field can be edited as long as no calculations have been performed for the reporting entity, regardless of whether active components exist. Once calculations are performed, the functional currency can no longer be changed.
Country or region	Country or region of the reporting entity. Select from the drop-down list or use the search box to find the required country or region.

Shows the 'Contact person' tab of the 'Create Reporting Entity' workspace in Lucanet Lease Accounting with the empty fields 'First name', 'Last name', 'E-mail address', and 'Job position'. — 'Contact person' tab

The following table describes the options of the Contact person tab when you create a reporting entity in Lease Accounting:

Option	Description
First name	First name of the company’s contact person
Last name	Last name of the company’s contact person
E-mail address	E-mail address for the company’s contact person
Job position	Job position of the company’s contact person

Shows the 'Additional information' tab of the 'Create Reporting Entity' workspace in Lucanet Lease Accounting with an empty 'Comments' text box. — 'Additional information' tab

In Lease Accounting, use the Additional information tab to add comments on the new reporting entity in a plain text box.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB3657994

Last updated on Oct 22, 2026

Overview

The ‘Reporting Entities’ Workspace in Lease Accounting

Importing Reporting Entities into Lease Accounting

Editing Reporting Entities in Lease Accounting

‘General Information’ Tab

‘Contact Person’ Tab

‘Additional Information’ Tab

Creating Reporting Entities in Lease Accounting

‘General Information’ Tab

‘Contact Person’ Tab

‘Additional Information’ Tab

Importing and Configuring Reporting Entities in Lucanet Lease Accounting

Overview

The ‘Reporting Entities’ Workspace in Lease Accounting

Importing Reporting Entities into Lease Accounting

Editing Reporting Entities in Lease Accounting

‘General Information’ Tab

‘Contact Person’ Tab

‘Additional Information’ Tab

Creating Reporting Entities in Lease Accounting

‘General Information’ Tab

‘Contact Person’ Tab

‘Additional Information’ Tab

Table of Contents

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Legal Notice

Table of Contents

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Company

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