All Steps at a Glance

Overview

In this chapter, you will find the individual steps required to account for your leases. The steps must be carried out in the order provided, and performed separately for each lessee (reporting entity).

The step descriptions also contain links to more detailed descriptions.

Configuring the Basic Settings

In the Settings area, create the lessees, asset classes, and interest rates to form the foundation for your data collection and posting.

Selecting Lessees

In the Get started area, select the lessee for whom you want to enter the lease relationships.

Collecting Data

In the Data collection area, create the leases for each lessee by adding the corresponding lessors, lease contracts, and components required for calculations in accordance with IFRS 16.

Categorizing Components

The Categorization area automatically categorizes the created lease components and identifies the leases that are classified as ‘regular’ in accordance with IFRS 16.

Measuring Data

In the Measurement area, preview the calculations Lease Accounting carries out based on the information you have provided and check the data. If the data are correct, you can save them straight to the Lease Accounting database here.

Creating Postings

View the calculated components in the Postings area and create the Postings for the components. The postings are automatically saved in the corresponding database in Lease Accounting.

If necessary, you can reverse the postings created in this area.

Exporting Data

Use the Export area to export the postings you have created, so they can be imported into Lucanet.Financial OLAP Server or another system.

You can also use this area to create a report on the contracts created in Lease Accounting, or to create and export the balance values for reference date.