All New Features in Lucanet at a Glance

Apart from bug fixes and performance enhancements, the release contains the following new features:

You can now request license upgrades for your solutions directly in the Lucanet CFO Solution Platform, without contacting your Lucanet representative or creating a support ticket. The function is available in the Administration | Platform management | Lucanet licenses workspace.

When you submit an upgrade request, the platform automatically forwards the request to Lucanet and triggers the corresponding sales and approval processes. You will receive an e-mail and an in-app notification once your request has been processed. After approval, the upgrade is activated in your environment and the additional license slots become available.

For information on how to request an upgrade, see Managing Lucanet Licenses.

With the new License Manager user role, you can define which users are authorized to request license upgrades. Users with this role act as authorized representatives with contractual authority. All actions performed by License Manager users are legally binding. Grant this role only to users authorized to make contractual commitments.

Important for existing customers: With this release, all users with access to the Administration module automatically receive the License Manager user role. This makes the function available without additional configuration. You can adjust the role assignment afterwards to meet your internal requirements. Note that at least one user with the License Manager user role must exist in your environment.

For information on how to assign the user role, see User Management. For more information about the License Manager user role, see User Roles | License Manager.

Apart from bug fixes and performance enhancements, the release contains the following new features:

Lucanet now offers non-production environments so you can test on an isolated copy of your production system without affecting your live data or configuration. Two environment types are available:

Both environment types are currently available for limited solutions and can be purchased as an add-on to your existing license. Contact your account manager for availability and pricing.

For more information, see Non-Production Environments.

With this release, the following new features are available for Lucanet Copilot:

Redesigned User Interface

Lucanet Copilot has a refreshed look & feel, which includes:

Persistent Conversation History

You can now start a new chat with our Lucanet Copilot without losing previous conversations. Each conversation is saved as a separate thread and is accessible via the history panel, which is searchable and grouped by recency (e.g. "Previous 7 days"). Conversations are automatically named after the first message you send.

You can also rename or delete any conversation thread via the three-dot menu in the chat history panel. This allows you to organize and manage your conversation history.

Full-Screen Mode

Lucanet Copilot can now be expanded to full screen, providing more space for longer conversations or complex outputs.

Streaming Responses

Lucanet Copilot's responses now stream word by word as they are generated, so you can see the generated output progressively rather than waiting for the full response to appear at once.

Important - Chat History Retention Extended to 30 Days

Previously, chat history was stored for 24 hours only. Starting now, conversation history is retained for up to 30 days.

Apart from bug fixes and performance enhancements, the release contains the following new features:

The main menu of the Lucanet CFO Solution Platform has been redesigned to provide a clearer and more consistent navigation experience.

The new main menu is displayed as follows, for example:

Key changes include:

For more information, see User Interface of the Lucanet CFO Solution Platform.

You can now assign dedicated user roles for the XBRL Tagger in User management, allowing administrators to control access and permissions more precisely.

The following roles are available:

Existing XBRL Tagger users have been automatically assigned a role based on their previous configuration:

For more information on user management, see Creating and Editing Users for the Lucanet CFO Solution Platform.

Managing Consolidation & Financial Planning roles and permissions in the Administration workspace now requires both access to Administration and the Consolidation & Financial Planning Master or Administrator role.

For more information, see Creating and Editing Users for the Lucanet CFO Solution Platform.

Apart from bug fixes and performance enhancements, the release contains the following new features:

With this release, the Task Center has been enhanced to improve task management and collaboration. The Task Center is now displayed as follows, for example:

The following new capabilities are now available:

For more information, see Task Center.

The Lucanet CFO Solution Platform now includes consent management for external demo pages.

When you click Watch a demo for unlicensed solutions, a consent dialog is displayed before redirecting to the Consensus platform. The dialog provides GDPR-compliant information about data processing and includes a link to the Consensus Privacy Policy. You can accept or decline the consent. For more information, see Discover more solutions.

You can view and revoke granted consents via My Profile | Manage consent in the main menu. After revoking consent, the dialog will be displayed again on your next access to the service.

Apart from bug fixes and performance enhancements, the release contains the following new features:

To better protect your account on the Lucanet CFO Solution Platform and comply with industry security standards, new password security measures are now in place.

Password Complexity Requirements

When creating or changing your password, it must meet the following criteria:

Password Lifecycle Management

To ensure ongoing security, the following password lifecycle policies apply:

Account Security Controls

Automated security measures protect your account from unauthorized access: after 5 consecutive incorrect login attempts, your account is automatically locked for 30 minutes.

For more information, see Password Policy and Changing Your Password.

The Contact an expert button on demo pages for unlicensed solutions now opens a contact form directly within the platform. Your contact information (name and email) is automatically filled from your profile for a faster, more convenient experience.

For more information, see User Interface of the Lucanet CFO Solution Platform | Discover more solutions.

Apart from bug fixes and performance enhancements, the release contains the following new features:

Centralized notifications are now available in the Notifications section in the main menu, marked with a bell icon. This new feature currently aggregates Platform and Task center notifications, providing a single point of access for these communications. The Notifications section is displayed as follows, for example:

In the Notifications section, you can:

This enhancement streamlines your daily workflow by centralizing notifications from multiple systems, ensuring you stay informed about relevant activities across the platform while maintaining full control over your notification preferences.

We optimized the About Lucanet dialog with a comprehensive new structure that displays platform and solution information in three organized columns: Solutions, Version, and SBOM (Software Bill of Materials). The new interface features expandable sections for your solutions and the Platform Services, with their respective subcomponents and version details.

For admin users, the new SBOM column provides access to downloadable SBOM files in JSON format, enabling vulnerability scanning, license compliance, and supply chain risk analysis. SBOMs offer complete transparency into software composition, significantly strengthening security posture and supporting regulatory compliance efforts.

The new About Lucanet dialog is dispayed as follows, for example:

Lucanet now provides user roles specifically for the Lease Accounting solution, enabling administrators to control access and permissions with six predefined roles: Data collector, Executive reviewer, Lease operations administrator, Auditor, Settings administrator, Full access administrator. Each role has specific permissions for different functional areas, ensuring users only access the features they need for their responsibilities and improving security and workflow efficiency within the Lease Accounting solution. As an administrator, you can assign these user roles when creating or editing users in the user management of the CFO Solution Platform. To ensure continuity, existing users with Lease Accounting access will automatically receive the Full access administrator role.

For more information on the specific permissions of each role, see User Roles in Lucanet Lease Accounting.

Previously, XBRL Tagger access was automatically included with Disclosure Management licenses. With this update, you can now allocate licenses to XBRL Tagger and Disclosure Management independently, allowing for more precise license management and user permission control.

Apart from bug fixes and performance enhancements, the release contains the following new features:

The new Task Center is now available in the main menu of the Lucanet CFO Solution Platform. The Task Center offers a centralized interface for creating, organizing, and tracking tasks across the platform.

Key features include:

The Task Center is displayed as follows, for example:

The new Certificates workspace is now available in the Lucanet CFO Solution Platform. This enables administrators to create a SEA instance and download the corresponding sender and receiver certificates. These certificates are used both for installing Lucanet.Script Execution Application (SEA) in Lucanet.Software Manager and for setting up the application in Consolidation & Financial Planning to execute ETL scripts.

The Certificates workspace is displayed as follows, for example:

For more information on Lucanet SEA, see Installing and Updating Lucanet.Script Execution Application (SEA).

The user management for Consolidation & Financial Planning now offers various functions that are also available in Lucanet.Financial Client. For example, the following user roles can be assigned when creating or editing users:

Note: The user management roles described above apply only to Lucanet.Financial Client. For user management in Lucanet CFO Solution Platform, users need access to the Administration section of the platform.

In addition, administrators now have extensive options for defining read and/or write permissions for Consolidation & Financial Planning users:

To be able to effectively edit users for Consolidation & Financial Planning, the platform Administrator must be assigned the role of Master in Lucanet.Financial Client. All settings made in the user management of the CFO Solution Platform are then automatically synchronized with the user management in Lucanet.Financial Client.

With the release of our new Banking & Cash Management solution, it’s now possible to create and manage user roles for this solution directly within the platform’s user management.

Two roles are available:

Apart from bug fixes and performance enhancements, the release contains the following new features:

To enhance clarity when working with the Lucanet Copilot in Consolidation & Financial Planning, you can now precisely reference dimensions in your Copilot prompts using a simple forward slash ("/") notation. 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. This makes it easier to filter and choose the right data.

We are excited to introduce a redesigned user interface for the Lucanet CFO Solution Platform. With an improved main menu that centralizes all essential functionalities, this update makes it easier for you to navigate through the platform and manage your tasks efficiently.

The new user interface is displayed as follows, for example:

Key changes of this feature include:

With this release, two new mandatory fields First name and Last name have been introduced in the Create user and Edit user panels. Platform administrators can now accurately maintain personal name information for each user. This enhancement ensures more complete and reliable user data across the system.

Administrators of the Lucanet CFO Solution Platform now see only licensed solutions when creating, updating, or managing multiple users. Options for unlicensed solutions are hidden, providing a cleaner and more efficient user management interface.

Apart from bug fixes and performance enhancements, the release contains the following new features:

The new Lucanet AI functionality Lucanet Copilot is now available and is here to help you with everyday questions as well as gaining quick insights on Consolidation & Financial Planning data.

Lucanet Copilot can help you with the following:

Italian and Polish have been added to the user interface languages. The CFO Solution Platform and the ESG Reporting solution are now available in both languages, with the xP&A solution additionally available in Italian. In the near future, further solutions will be localized in these two languages.

This enhancement allows users to use the software in their preferred language, which increases user-friendliness and efficiency.

The user role ESG Master in ESG Reporting has been renamed to ESG Administrator.

For more information, see User Roles and User Interface in ESG Reporting.

The new release contains bug fixes and usability improvements.

Apart from bug fixes and performance enhancements, the release contains the following new features:

A new workspace Customization has been added in the Administration under Platform management. As an administrator, you can customize certain elements of the Lucanet CFO Solution Platform to match your corporate design. Currently, you can upload your company logo and configure it for use on the start page, in the top bar, and in e-mail templates.

The start page with a customer logo is displayed as follows, for example:

All global user roles for Disclosure Management can now be assigned and edited in the user management of the Lucanet CFO Solution Platform, making user management more effective and easier. The following roles are available:

For more information on the specific permissions of each role, see Creating and Editing User Roles for Disclosure Management.

Apart from bug fixes and performance enhancements, the release contains the following new features:

User management has been enhanced to enable simultaneous management of multiple users, making administrative tasks easier and more efficient. In the list of users, you can now select multiple users and perform the following actions:

Our new solutions, Lucanet XBRL Tagger and Lucanet Lease Accounting, are now available in the Lucanet CFO Solution Platform. In the About Lucanet menu you can also view the current versions of XBRL Tagger, XBRL Engine, and Lease Accounting. This gives you a complete overview and makes it easier to track updates.

Apart from bug fixes and performance enhancements, the release contains the following new features:

The new change log in the user management allows you to efficiently monitor and manage all changes made to your users. You can display a user's change log or an overview of all user changes.

In the change log table, you will find detailed information about the changes made. This includes the date of the change, who performed the change, the action, the impacted user (in the general change log only), the exact change, and the old and new values of the changed settings. The general change log is displayed as follows, for example:

You can set the desired time period for the display of changes and sort the data by date of change or filter the data according to specific criteria in order to find the desired information more quickly.

Apart from bug fixes and performance enhancements, the release contains the following new features:

As a user of the Lucanet CFO Solution Platform, if you have access to Lucanet. Financial Client, you can now log in to Lucanet. Financial Client using the same login page as for the Lucanet CFO Solution Platform. You can either log in with your Lucanet credentials or via SSO, if external authentication is enabled for your Lucanet CFO Solution Platform account. This new feature provides a seamless user experience when logging in and streamlines access to your Lucanet services.

In Lucanet 25, we have introduced a number of updates to the Administration section that are designed to improve the user experience and increase user-friendliness. Some of the main improvements are:

Apart from bug fixes and performance enhancements, the release contains the following new features:

From now on, administrators of the Lucanet CFO Solution Platform can configure and enable an External Identity Provider in the External Authentication workspace. The following authentication protocols are available: OIDC and SAML.

The External authentication workspace is displayed as follows, for example:

If external authentication is activated, the Enable external authentication option is available when creating or editing a user. If external authentication is not activated within the External Authentication workspace, the option to Enable external authentication will not be visible for the administrator when creating or editing a user. Thus, the users will continue to log in with their Lucanet credentials.

This enhancement allows for more flexibility and security when logging in, improves the user experience, and enables seamless integration into our customers' existing IT infrastructure.

In version 1.3, we have further optimized the user management. Administrators of the Lucanet CFO Solution Platform can now identify and manage users more quickly using the following labels:

As soon as one of these options is configured for a new or existing user, the label appears after the user name in the list of users. If you hover over the label, a tooltip displays the corresponding information.

In addition, a new filter above the list of users enables a targeted search and quick display of the three user groups.

With the new release, Lucanet.Certified Professional users no longer require license slots. This allows Lucanet.Certified Professional users to be assigned roles in a licensed solution even when there are no more license slots available.

Apart from bug fixes and usability enhancements, the release contains the following new features:

In the Create reports workspace, you can now create the Disclosures report and the Balance values for reference date report for more than one reporting entity at a time. In the Reporting entity drop-down list (default: the entity you are signed into) select one, several, or all reporting entities. After you confirm in the dialog, the report is created for the selected date and data is compiled into one file.

The overview table for Reporting entities is now editable, allowing you to edit the Country or region and the Functional currency fields. This supports bulk updates when many reporting entities are imported from Consolidation & Financial Planning and is especially useful for migrations (e.g. from the IFRS 16 app to the CFO Solution Platform).

Please note that the functional currency can only be changed as long as no components have been calculated for a reporting entity.

In the Create postings section, you can now create postings for more than one reporting entity at the same time. This reduces repeated runs when postings are needed for many reporting entities.

Apart from bug fixes and usability enhancements, the release contains the following new features:

You can now attach PDF files directly to lease contracts, making it easier to keep all contract documentation in one place. This feature allows you to:

This enhancement streamlines document management by keeping contract files directly associated with their respective lease contracts within the Lease Accounting solution.

Two new modification parameters have been added to provide more comprehensive lease accounting capabilities:

Both modification parameters are available under Asset information when modifying calculated components:

Import templates are now available in Excel format in addition to CSV, making automatic data import easier. The templates include new fields to streamline bulk data imports:

For more information on using import templates, see Importing Data Automatically.

Lease Accounting now supports automatic translation of components in different currencies, allowing you to manage multi-currency leases seamlessly. This comprehensive feature includes two key capabilities:

Component Currency Selection

When creating or editing lease components, you can now select the currency in which the component should be calculated. The Component currency field provides a dropdown menu with multiple currencies, allowing you to specify the original currency for each component.

Currency Display Options in Reports

Reports now offer flexible currency display options, allowing you to view lease data in your preferred currency. When generating reports, you can:

By default, the currency of the contract component is applied.

The Functional currency field in the Reporting Entity workspace can now be edited as long as no calculations have been performed for that reporting entity, regardless of whether active components exist. Once calculations are performed, the functional currency becomes locked and cannot be changed.

This change provides greater flexibility during the initial setup phase while maintaining data integrity after calculations begin.

Apart from bug fixes and usability enhancements, the release contains the following new features:

The role-based permission system in Lease Accounting enables administrators to control access to specific functions and data within the solution with the following six predefined roles:

By assigning appropriate roles to users, you can optimize workflows, increase data security, and provide tailored user experiences that align with operational requirements.

Use the Administration section of the Lucanet CFO Solution Platform to assign user roles (see User Management).

The General configurations workspace provides essential system-wide settings that establish the foundational parameters for your lease accounting processes. The general configurations must be completed before you can create your first contract components, as they define critical operational parameters that cannot be modified once lease data collection process begins.

The General configurations workspace allows you to enter the start of fiscal year and transition date for your lease accounting setup:

The CSV import template now includes an additional field for cost centers, ensuring that cost centers can be assigned to components when contract components are imported via the CSV interface.

Users with a standalone license for Lucanet Lease Accounting can now create cost centers directly within Lease Accounting. Cost centers can be created under Settings | Cost centers.

This functionality has been added to the table in Contract components, allowing users to duplicate existing components for improved efficiency. You can copy data from any non-calculated component to create a new one, then edit the copied component as needed, including updating the component number and cost center. This feature streamlines data entry when creating similar components.

You can now export the calculated values from the calculation preview table as a CSV or Excel file by right-clicking any row and selecting Export | CSV export or Excel export. This enhancement provides greater flexibility for data analysis and reporting workflows.

Apart from bug fixes and usability enhancements, the release contains the following new features:

It is now possible to import cost centers that have been created for reporting entities in the Consolidation & Financial Planning directly into Lucanet Lease Accounting. This feature ensures that your financial and lease data are interconnected, allowing for more comprehensive reporting and analysis. The import is performed in the Cost Centers area in the Settings workspace.

As of now, users who solely operate our Lease Accounting solution can manually enter reporting entities as lessees. The feature is designed to effortlessly create and manage reporting entities, offering a streamlined experience even without the integration with Lucanet Consolidation & Financial Planning.

We are introducing a new feature that enables direct import of postings created in Lease Accounting into Lucanet Consolidation & Financial Planning. Designed to enhance integration within the CFO Solution Platform, this tool ensures a smooth connection between your lease data and Consolidation & Financial Planning.

The import is performed via a script in the Importing data into reporting entities workspace. For more information, please contact our support or your Professional Service contact.

As of now, the following reports can be created and downloaded in the Export workspace:

Apart from bug fixes and usability enhancements, the release contains the following new features:

We are introducing a new feature that provides greater flexibility and control by allowing users to manually enter interest rates during the creation or modification of contract components. This manual entry will override any pre-configured interest rates, if any were set.

The Disclosures report is designed to help users meet IFRS 16 requirements efficiently. It offers a detailed breakdown of lease liabilities and assets for individual reporting entities, enhancing transparency and compliance.

Apart from bug fixes and permormance improvements this release contains the following new features:

It is now possible to add a comment to each cell of a table. Simply hover over the cell you want to comment on and click the yellow comment icon that appears. You can then enter your comment in the comment field and save it using Enter the purple arrow icon.

Comments on a cell are highlighted with a yellow triangle at the top left of the cell. Hover over the yellow triangle to show the comment, all the replies and their authors.

You can now copy entire rows from an Excel sheet and paste them into the Dashboard in xP&A. This saves time when transferring values from MS Excel to xP&A.

When you import a dimension from a spreadsheet (CSV, Excel, or Google Sheets), you can now define the hierarchy directly in the cell values using the > separator. xP&A reads the path, creates each item at the correct level, and links it to its parent automatically - there is no need to rebuild the hierarchy by drag-and-drop after the import.

If you have an error shown in a model, you can now fix it using our new Fix with AI function with just a click of a button.

Simply hover over the error and you will see a Fix with AI option.

Click the option and you will get suggestions for changing the model that you can either accept or reject.

Apart from bug fixes and performance improvements this release contains the following new feature:

Dimension items can now have default currencies assigned directly in the dimension settings. By adding the Currency column, you can configure a default currency for each dimension item once, instead of setting currencies individually on each variable.

New currency variables automatically use the default currency set for the dimension item. If you wish to use a different currency for a dimension item in a certain variable, you can adjust the currency explicitly in the model.

A priority-based inheritance system determines the currency used: explicit selections override dimension item defaults, which override parent or variable defaults.

When setting up a data connection to Consolidation & Financial Planning (CFP), you can now choose between two methods for importing organization elements:

We recommend using Single hierarchy for all new connections. Existing connections using the flat dimension method will continue to function until deprecation, and you can still create new connections with this method if needed to supplement existing models with historical data.

Apart from bug fixes and permormance improvements this release contains the following new feature:

The new workflow for change proposals allows to collaborate on model updates with confidence. Data collectors can submit proposals for value changes and dimension modifications, add comments for context, and track approval status in real-time. Editors can review proposals at cell, row, or model level, with the possibility to reject, comment, or approve changes proposed by a Data collector. Once the review has been completed, only approved changes will be applied to the model.

Apart from bug fixes and permormance improvements this release contains the following new feature:

No more guesswork - get clear guidance on what went wrong and how to resolve it, right where you need it: A new Explain with AI option is now available when hovering over error indicators. Clicking this option provides an explanation of the error along with suggestions for resolving it.

Apart from bug fixes and permormance improvements this release contains the following new feature:

With this release we are providing an update to how variables handle currency when multiple data sources are connected. Until now, if you added more than one data source with different currencies, the values were not automatically translated. With this update, all data sources will now be translated into a single currency, ensuring consistent and accurate results. By default, we convert everything into the currency of the first data source you add, but you can change the target currency anytime in the variable settings. The following screenshot shows how two data sources are now automatically adjusted to the correct currency.

Apart from bug fixes and permormance improvements this release contains the following new feature:

The new Splashing function enhances how users distribute values of variables that are broken down by dimensions.

When entering a value at a total or branch level, you can now choose how that value is propagated to the underlying dimension items using predefined distribution methods. The following methods (splashing types) are available:

Splashing can be activated and configured in the formula bar after entering a value on the total (or branch) item:

Apart from bug fixes and permormance improvements this release contains the following new features:

Dimensions now support hierarchical structures through levels, enabling you to represent and aggregate data at the corresponding dimensional level. For example, a Group dimension may contain Divisions, Branches, and Shops as levels, all rolled up hierarchically.

To create a hierarchy, simply open the dimension details and drag a dimension item below its parent item.

Types allow for a more flexible data analysis and can be used from now on to classify your dimensions. Types may align with levels, but don't necessarily have to. For example, you can have a Shop type where Shop 5 and Shop 6 are grouped under Shop 4.

Types can be created and assigned to each dimension item in the dimension details:

Apart from bux fixes and performance improvements the release contains the following new features:

As of now, xP&A offers a new function for currency translation allowing for more flexible planning in multiple currencies.

With the new feature, all data values can be converted to the display currency set in the model. In addition, row-level currency settings have been implemented, allowing you to edit the local currency and exchange rate for individual variables or dimension items.

The currency translation is based on the configured rates, which can either be derived from the exchange rate tables defined in Lucanet Consolidation & Financial Planning or from the European Central Bank.

Users who do not use Lucanet Consolidation & Financial Planning, have access to view auto rates by default, with options to choose between average and closing rates for each period.

We have introduced a new chart type called Waterfall Chart. This powerful visualization tool allows you to drill into the differences between variables, versions, or scenarios, making it an excellent choice for storytelling and analysis. Waterfall charts consist of a starting bar, an ending bar, and intermediate bars that break down the difference between them.

The new waterfall chart feature supports multi-bridge or multi-step waterfalls, where the ending bar of one bridge becomes the starting bar of the next. Users can now visualize complex comparisons, such as the difference between starting ARR and ending ARR, budget vs. actuals, or default vs. aggressive scenarios.

With this release, we are introducing another AI functionality within xP&A which will help you to set up your variables and build your model more quickly and efficiently.

With the new function Prompt AI you can directly interact with the AI, asking for help with setting up certain calculations and analysis. The AI then suggests the variables typically used for these calculations and you can accept and insert the variables into your model indivdually or in bulk.

Apart from bug fixes and performance optimizations, the release contains the following new features:

With this release, we are introducing new AI functionalities within xP&A which will help you to set up your variables and build your model more quickly and efficiently. The following AI features are available:

AI-generated suggestions for variables

You can choose between three different options for AI support when creating a new variable. Based on the variables and formulas you already have in your model, you will get suggestions for your next variable. AI comes up with the names and formulas completely on its own, including adding new hardcoded assumptions to then use in its own calculations. You can then accept or reject individual or all of the suggested variables.

AI-assisted forecasts

With the new forecast formula function, you can add a forecast for your variables based on your historical data using AI. It will analyze your past performance and add the most likely forecast based on your own data, that you can use or compare against in your analysis.

Do you have a suggestion for improvement or are you missing a feature in xP&A? Then you can sumbit your idea to our team now directly! Simply go to your xP&A home page and submit a form:

You are now able to set up a connection to a Microsoft SQL Server data source in xP&A.

Apart from bug fixes, the release contains the following new feature:

With this release, a new option for Spreadsheet data sources is available: In case you did not finalize the dimension mapping when setting up a connection to a Spreadsheet, the data source will be displayed in the section Unconfigured data sources in the Data workspace. You can open the unconfigured data source from this section and resume the set up whenever you are ready.

Apart from bug fixes and performance optimizations, the release contains the following new feature:

With this release, we are introducing a new option to integrate data into xP&A. It is now possible to upload an Excel file as a data source. It can be set up in the Data workspace using the option Excel Upload: