--- title: "All New Features in Lucanet at a Glance" source_url: https://support.lucanet.cloud/en/whats-new/What-s-new-in-Lucanet language: en last_updated: 2023-08-24 --- # All New Features in Lucanet at a Glance Come and explore the exciting new features of our current **solutions** and those of the Lucanet **CFO Solution Platform**: ## CFO Solution Platform #### Recently Released Features Apart from bug fixes and performance enhancements, the release contains the following new features: #### Requesting License Upgrades Directly in the Lucanet CFO Solution Platform 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. License overview with upgrade option per solution 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](https://support.lucanet.cloud/en/documentation/documentation/administration/platform-management/licenses.md). #### New 'License Manager' User Role 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](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md). For more information about the **License Manager** user role, see [User Roles | License Manager](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management/user-roles.md#licensemanager). Apart from bug fixes and performance enhancements, the release contains the following new features: #### Test and Validate Safely: New Test Update and Sandbox Environments 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: - **Test update environment**: Runs the **next** planned software version, available for a limited testing period ahead of each planned production update. It is particularly relevant for business processes subject to regulatory or compliance requirements, where pre-release validation helps ensure continuity before the update takes effect. - **Sandbox environment**: Runs the **same** software version as your production system. It can be used for testing configurations, training new users, or validating workflows before applying changes to production. 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](https://support.lucanet.cloud/en/documentation/documentation/getting-started/non-production-environments.md). #### New Features for Lucanet Copilot With this release, the following new features are available for Lucanet Copilot: **Redesigned User Interface** Lucanet Copilot has a refreshed look & feel, which includes: - The Copilot panel now opens with a welcome screen showing suggested prompts. - A sidebar with quick access to start a new chat using the + icon - Toolbar actions for pinning, expanding, and closing the Copilot panel **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. The new Look & Feel of Lucanet Copilot Apart from bug fixes and performance enhancements, the release contains the following new features: #### Improved Navigation with the Redesigned Main Menu 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: New main menu with account menu open Key changes include: - **Home navigation**: The main menu now includes a dedicated **Home** item, allowing you to return to the start page of the Lucanet CFO Solution Platform with a single click. - **User account area and Account menu**: A new **user account** area at the bottom of the main menu displays your avatar, name, and selected language. Clicking anywhere in the user account area opens the **Account menu**, which provides quick access to **Language**, **Formatting preferences**, **Change password**, and **Log out**. To view your profile or manage consents, click the user info area at the top of the Account menu. For more information, see [User Interface of the Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/getting-started/user-interface.md). #### New User Roles for XBRL Tagger 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: - **Administrator**: Has full access to all documents in the XBRL Tagger. Can view and perform all actions on all documents in the company, and assign roles and documents to other users. - **Editor**: The standard user role. Can perform all available actions within the documents they have created or to which they have been invited. Existing XBRL Tagger users have been automatically assigned a role based on their previous configuration: - Users who previously had the **Administrator** role in **Disclosure Management** and access to the XBRL Tagger have been assigned the **Administrator** role. - All other users with access to the XBRL Tagger have been assigned the **Editor** role. For more information on user management, see [Creating and Editing Users for the Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md). #### Updated Permissions for Consolidation & Financial Planning User Management 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](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md). #### Older Versions Apart from bug fixes and performance enhancements, the release contains the following new features: #### Enhanced Task Center 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: Task Center with details of a task The following new capabilities are now available: - **File Attachments and Multiple Links**\ \ You can now **attach files** to tasks. Supported file formats include .pdf, .jpg, .png, .docx, and .xlsx, with up to 10 files per upload session. In addition, you can add **multiple URL links** to tasks to provide additional information. - **Private and Public Tasks**\ \ Tasks can be set as private or public. Public tasks are visible and editable by all users, while private tasks are visible and editable only by the task creator and assignee. Platform administrators can view all tasks. Only the task creator and platform administrators can delete tasks. - **Additional Improvements** - Tasks are now organized into **Active tasks** and **Closed tasks** workspaces. - Each task is assigned a **unique task identifier** for easier reference. - A **new filtering function** allows you to quickly find specific tasks by status, assignee, priority, privacy, tags, and other criteria. For more information, see [Task Center](https://support.lucanet.cloud/en/documentation/documentation/global-functions/task-center.md). #### GDPR-Compliant Consent Management for Solution Demos 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](https://support.lucanet.cloud/en/documentation/documentation/getting-started/user-interface.md#more). You can view and revoke granted consents via [My Profile | Manage consent](https://support.lucanet.cloud/en/documentation/documentation/getting-started/basic-configuration.md#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: #### Enhanced Password Security and Account Protection 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: - At least **14 characters** in length - Characters from at least **3 of 4 categories**: uppercase letters (A-Z), lowercase letters (a-z), numbers (0-9), and special characters (e.g., ! @ # $ % ^ & \*) **Password Lifecycle Management** To ensure ongoing security, the following password lifecycle policies apply: - Passwords expire after **90 days**. - New passwords cannot match any of your **previous 5 passwords**. - Password changes are limited to **twice per day**. - You will receive email and in-app notifications **30, 14, 7, and 1 day(s)** before your password expires, giving you time to plan ahead. **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](https://support.lucanet.cloud/en/documentation/documentation/getting-started/opening-cfo-solution-platform.md#pwp) and [Changing Your Password](https://support.lucanet.cloud/en/documentation/documentation/getting-started/basic-configuration.md#pw). {% warning-box %} **For existing users**: You can continue using your current password. The new requirements apply when you - voluntarily change your password - use the **Forgot your password** feature, or - when your password expires. {% /warning-box %} #### Improved Contact a Sales Expert Experience 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](https://support.lucanet.cloud/en/documentation/documentation/getting-started/user-interface.md#more). Apart from bug fixes and performance enhancements, the release contains the following new features: #### Stay Informed with the New Notifications Feature **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: 'Notifications' section in the main menu In the **Notifications** section, you can: - **Configure notification preferences** by selecting which specific events for **Task Center** and **Administration** to be notified about and choosing in-app and/or email notifications - **View and filter notifications** by section where they were generated, based on your access permissions, while maintaining a 30-day notification history - **Manage notification status** by marking items as read or unread individually or processing all notifications at once - **Click notifications to be redirected** to the section on the platform where the notification was generated, allowing you to view or perform further actions 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. #### Enhanced 'About Lucanet' Dialog with SBOM Integration 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](https://support.lucanet.cloud/en/documentation/documentation/glossary.html "Show definition of 'SBOM' in the glossary.".md)** (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: 'About Lucanet' dialog with downloadable SBOMs #### User Role Management for Lease Accounting 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](https://support.lucanet.cloud/en/documentation/documentation/lease-accounting/user-roles-la.md). #### Independent Licensing for Disclosure Management and XBRL Tagger 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: #### Teamwork Made Easy: The New Task Center 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: - Centralized access to all tasks via a structured dashboard with dedicated tabs for tasks you’ve created, those assigned to you, and all existing tasks. - Ability to assign a responsible user, set task status, priority, due date, add solution tags, and include relevant links during task creation. - All task details can be edited and updated at any time. - Complete task activity history is available for auditing and tracking changes. The Task Center is displayed as follows, for example: User interface of the Task Center #### New 'Certificates' Workspace – The First Step Towards SEA Configuration 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: 'Certificates' workspace For more information on Lucanet SEA, see [Installing and Updating Lucanet.Script Execution Application (SEA)](https://support.lucanet.cloud/en/documentation/documentation/consolidation-financial-planning/basic-configuration-cfp/install-and-use-opsea.md). #### Enhanced User Management for Consolidation & Financial Planning 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: - **Data model** roles - **Editor**: Editors have read and write permissions for all workspaces or certain workspaces within the Lucanet data model. - **Group Report data collector**: Group report data collectors have read permission for the Lucanet data model. They can also execute all tasks required to collect data in relation to Lucanet.Group Report. - **Observer**: Observers have read permission for all workspaces or certain workspaces within the Lucanet data model. - **User management** roles - **Master**: Masters have unrestricted write and read permissions for user management. There must be at least one master per database. - **Administrator**: Administrators have write and read permissions for user management. Administrators can, similarly to the master role, manage all users and user groups, but have more limited permissions than masters. An administrator is only able to assign the permissions defined by the master. - **Observer**: Observers have read permission for all workspaces or certain workspaces within the Lucanet data model. **Note**: The user management roles described above apply only to Lucanet.Financial Client. For [user management in Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md), 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: Permissions for CFP 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. #### Adding Banking & Cash Management Roles in User Management 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: - **Administrator**: Users with the **Administrator** role are granted comprehensive access to Banking & Cash Management. Administrators can view all data, including financial figures and identities, and access all configuration settings—such as users, channels, bank profiles, and accounts. - **No specific role**: Users assigned with **No specific role** receive the **Essential** role within the Banking & Cash Management solution and have only the most basic permissions. This allows access to the user interface and their own profile, without permission to view data or use any functions.\ \ For a user with **No specific role** to be able to access data or perform any actions, the Administrator must grant the necessary permissions in the **Banking & Cash Management** solution. Depending on requirements, the Administrator can enable access to selected identities, functionalities (such as processing payments or reviewing account statements), or authorization processes. Apart from bug fixes and performance enhancements, the release contains the following new features: #### Referencing Dimensions in Copilot Prompts 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. #### Modernized User Interface and Centralized Navigation 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: User interface of the Lucanet CFO Solution Platform Key changes of this feature include: - **Unified Navigation**\ \ The quick access bar and top bar have been removed. You will now find key functions such as **Lucanet Copilot**, **My Profile**, and **Help**— previously located in the top bar — integrated into the main menu. Additionally, the option to change the user interface language can now be found under **My Profile**. - **Reorganized and Expanded Main Menu**\ \ In addition to the centralized functionalities outlined above, the main menu has been restructured for improved usability. In the **Active Solutions** section, you can quickly access your licensed Lucanet solutions. The newly added **Discover More Solutions** section allows you to explore additional Lucanet solutions on a dedicated demo page, with options to access documentation, connect with experts, explore learning resources, and visit the Customer Portal. - **Solution Menu Updates**\ \ Solution-specific menus, such as those for Consolidation & Financial Planning and ESG Reporting, you will now see both licensed and unlicensed modules, making navigation and discovery easier. #### New Fields in User Management 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. {% warning-box %} Existing users are not affected until their accounts are updated, at which point first name and last name must be entered before saving. {% /warning-box %} #### User Management Limited to Licensed Solutions 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: #### Lucanet Copilot Available 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 in the top bar of the CFO Solution Platform Lucanet Copilot can help you with the following: - **Ask and get answers anywhere in the CFO Solution Platform**\ \ Now you can ask questions about Lucanet in simple language from anywhere in the Lucanet CFO Solution Platform. Lucanet Copilot uses our online documentation [Lucanet Knowledge Base]() and delivers clear, user-friendly answers to you. - **Quick Insights for Consolidation & Financial Planning Reports**\ \ Get fast and helpful insights about your Consolidation & Financial Planning reports. To do so, simply navigate to the ledger on which you want to have more information, and ask your question, such as: Quick insights on financial information via Lucanet Copilot #### More User Interface Languages **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. {% info-box %} For more information about setting the language of the user interface, see [Basic Confituration for the Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/getting-started/basic-configuration.md). For more information about configuring the language for a user, see [Creating and Editing Users for the Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md). {% /info-box %} #### Renaming of User Role in ESG Reporting 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](https://support.lucanet.cloud/en/documentation/documentation/esg-reporting/user-roles-esgrep.md). The new release contains bug fixes and usability improvements. Apart from bug fixes and performance enhancements, the release contains the following new features: #### Customization in the Platform Management 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: Start page with a customer logo #### Managing User Roles for Disclosure Management in Administration 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: - **Administrator**: Automatically receives the role of **Global Administrator** within the **Disclosure Management** solution, along with all solution-wide and cross-document administrative permissions. - **Editor**: Automatically receives the role of **Global Editor** within the Disclosure Management solution. - **Reviewer**: Automatically receives the role of **Global Reviewer** within the Disclosure Management solution. - **Reader**: Automatically receives the role of **Global Reader** within the Disclosure Management solution. - **No specific role**: Theses users initially receive no specific role within the Disclosure Management solution. Only when a user role is assigned by a Global Administrator can different permissions be assigned. For more information on the specific permissions of each role, see [Creating and Editing User Roles for Disclosure Management](https://support.lucanet.cloud/en/documentation/documentation/disclosure-management/basic-configuration-disclmgmt/role-mgmt-disclmgmt.md). Apart from bug fixes and performance enhancements, the release contains the following new features: #### Simultaneous User Account Management 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: - **Edit users** with the following options: - Change user access and user roles - Enable or disable external authentication - Lock or unlock users - Change language and formatting settings, if these settings have not been changed by the user - **Resend invitation e-mail** - **Delete users** Manage multiple users simultaneously #### Extended Version Information in the 'About Lucanet' Menu 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: #### Change Log in User Management 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: General change log in user management 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: #### Unified Login Page for Lucanet.Financial Client 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. #### UX and Usability Improvements in Administration 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: - **Navigation improvements in the list of users:** By using infinite scrolling, administrators can now better navigate the list of users by first displaying 20 users and then loading more by scrolling as needed. By default, the most recently updated users appear at the top of the list. - **Moving user configuration to the right side panel:** Administrators of the Lucanet CFO Solution Platform can now use the right side panel to create or update users. The side panel replaces the previous dialog and offers the same fields, input requirements, and validation checks. This allows an intuitive and efficient configuration of all necessary user settings. Side panel for creating users - **Optimization of the license display:** Lucanet 25 offers you as administrator an improved overview of your license information. The table in the Licenses workspace shows the used and available license slots per user role for each solution, whereby user roles with 100,000 or more license slots are marked with the infinity symbol (∞). In addition, the user roles are listed on separate lines for a better overview. The workspace Licenses, is displayed as follows, for example: 'Lucanet licences' workspace Apart from bug fixes and performance enhancements, the release contains the following new features: #### Enhancement of the Login Options: New Workspace 'External Authentication' 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**](https://support.lucanet.cloud/en/documentation/glossary.md#oidc) and [**SAML**](https://support.lucanet.cloud/en/documentation/glossary.md#saml). The **External authentication** workspace is displayed as follows, for example: The ‘External authentication’ workspace 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. #### Improved User Management Efficiency: New Labels And Filter Options for Special User Groups 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: | Label | Users | |---------|---------| | | Lucanet.Certified Professional users | | | Permanently locked users | | | Users for whom external authentication is activated | 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. #### No More Licenses Needed for Lucanet.Certified Professional Users 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. ### New in Version 260512 (Release Date 2026-05-13) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Requesting License Upgrades Directly in the Lucanet CFO Solution Platform 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. License overview with upgrade option per solution 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](https://support.lucanet.cloud/en/documentation/documentation/administration/platform-management/licenses.md). #### New 'License Manager' User Role 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](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md). For more information about the **License Manager** user role, see [User Roles | License Manager](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management/user-roles.md#licensemanager). ### New in Version 260423 (Release Date 2026-05-04) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Test and Validate Safely: New Test Update and Sandbox Environments 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: - **Test update environment**: Runs the **next** planned software version, available for a limited testing period ahead of each planned production update. It is particularly relevant for business processes subject to regulatory or compliance requirements, where pre-release validation helps ensure continuity before the update takes effect. - **Sandbox environment**: Runs the **same** software version as your production system. It can be used for testing configurations, training new users, or validating workflows before applying changes to production. 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](https://support.lucanet.cloud/en/documentation/documentation/getting-started/non-production-environments.md). #### New Features for Lucanet Copilot With this release, the following new features are available for Lucanet Copilot: **Redesigned User Interface** Lucanet Copilot has a refreshed look & feel, which includes: - The Copilot panel now opens with a welcome screen showing suggested prompts. - A sidebar with quick access to start a new chat using the + icon - Toolbar actions for pinning, expanding, and closing the Copilot panel **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. The new Look & Feel of Lucanet Copilot ### New in Version 260331 (Release Date 2026-04-14) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Improved Navigation with the Redesigned Main Menu 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: New main menu with account menu open Key changes include: - **Home navigation**: The main menu now includes a dedicated **Home** item, allowing you to return to the start page of the Lucanet CFO Solution Platform with a single click. - **User account area and Account menu**: A new **user account** area at the bottom of the main menu displays your avatar, name, and selected language. Clicking anywhere in the user account area opens the **Account menu**, which provides quick access to **Language**, **Formatting preferences**, **Change password**, and **Log out**. To view your profile or manage consents, click the user info area at the top of the Account menu. For more information, see [User Interface of the Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/getting-started/user-interface.md). #### New User Roles for XBRL Tagger 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: - **Administrator**: Has full access to all documents in the XBRL Tagger. Can view and perform all actions on all documents in the company, and assign roles and documents to other users. - **Editor**: The standard user role. Can perform all available actions within the documents they have created or to which they have been invited. Existing XBRL Tagger users have been automatically assigned a role based on their previous configuration: - Users who previously had the **Administrator** role in **Disclosure Management** and access to the XBRL Tagger have been assigned the **Administrator** role. - All other users with access to the XBRL Tagger have been assigned the **Editor** role. For more information on user management, see [Creating and Editing Users for the Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md). #### Updated Permissions for Consolidation & Financial Planning User Management 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](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md). ### New in Version 260204 (Release Date 2026-02-04) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Enhanced Task Center 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: Task Center with details of a task The following new capabilities are now available: - **File Attachments and Multiple Links**\ \ You can now **attach files** to tasks. Supported file formats include .pdf, .jpg, .png, .docx, and .xlsx, with up to 10 files per upload session. In addition, you can add **multiple URL links** to tasks to provide additional information. - **Private and Public Tasks**\ \ Tasks can be set as private or public. Public tasks are visible and editable by all users, while private tasks are visible and editable only by the task creator and assignee. Platform administrators can view all tasks. Only the task creator and platform administrators can delete tasks. - **Additional Improvements** - Tasks are now organized into **Active tasks** and **Closed tasks** workspaces. - Each task is assigned a **unique task identifier** for easier reference. - A **new filtering function** allows you to quickly find specific tasks by status, assignee, priority, privacy, tags, and other criteria. For more information, see [Task Center](https://support.lucanet.cloud/en/documentation/documentation/global-functions/task-center.md). #### GDPR-Compliant Consent Management for Solution Demos 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](https://support.lucanet.cloud/en/documentation/documentation/getting-started/user-interface.md#more). You can view and revoke granted consents via [My Profile | Manage consent](https://support.lucanet.cloud/en/documentation/documentation/getting-started/basic-configuration.md#consent) in the main menu. After revoking consent, the dialog will be displayed again on your next access to the service. ### New in Version 251211 (Release Date 2025-12-11) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Enhanced Password Security and Account Protection 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: - At least **14 characters** in length - Characters from at least **3 of 4 categories**: uppercase letters (A-Z), lowercase letters (a-z), numbers (0-9), and special characters (e.g., ! @ # $ % ^ & \*) **Password Lifecycle Management** To ensure ongoing security, the following password lifecycle policies apply: - Passwords expire after **90 days**. - New passwords cannot match any of your **previous 5 passwords**. - Password changes are limited to **twice per day**. - You will receive email and in-app notifications **30, 14, 7, and 1 day(s)** before your password expires, giving you time to plan ahead. **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](https://support.lucanet.cloud/en/documentation/documentation/getting-started/opening-cfo-solution-platform.md#pwp) and [Changing Your Password](https://support.lucanet.cloud/en/documentation/documentation/getting-started/basic-configuration.md#pw). {% warning-box %} **For existing users**: You can continue using your current password. The new requirements apply when you - voluntarily change your password - use the **Forgot your password** feature, or - when your password expires. {% /warning-box %} #### Improved Contact a Sales Expert Experience 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](https://support.lucanet.cloud/en/documentation/documentation/getting-started/user-interface.md#more). ### New in Version 250930 (Release Date 2025-10-08) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Stay Informed with the New Notifications Feature **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: 'Notifications' section in the main menu In the **Notifications** section, you can: - **Configure notification preferences** by selecting which specific events for **Task Center** and **Administration** to be notified about and choosing in-app and/or email notifications - **View and filter notifications** by section where they were generated, based on your access permissions, while maintaining a 30-day notification history - **Manage notification status** by marking items as read or unread individually or processing all notifications at once - **Click notifications to be redirected** to the section on the platform where the notification was generated, allowing you to view or perform further actions 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. #### Enhanced 'About Lucanet' Dialog with SBOM Integration 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](https://support.lucanet.cloud/en/documentation/documentation/glossary.html "Show definition of 'SBOM' in the glossary.".md)** (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: 'About Lucanet' dialog with downloadable SBOMs #### User Role Management for Lease Accounting 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](https://support.lucanet.cloud/en/documentation/documentation/lease-accounting/user-roles-la.md). #### Independent Licensing for Disclosure Management and XBRL Tagger 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. ### New in Version 250624 (Release Date 2025-07-04) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Teamwork Made Easy: The New Task Center 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: - Centralized access to all tasks via a structured dashboard with dedicated tabs for tasks you’ve created, those assigned to you, and all existing tasks. - Ability to assign a responsible user, set task status, priority, due date, add solution tags, and include relevant links during task creation. - All task details can be edited and updated at any time. - Complete task activity history is available for auditing and tracking changes. The Task Center is displayed as follows, for example: User interface of the Task Center #### New 'Certificates' Workspace – The First Step Towards SEA Configuration 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: 'Certificates' workspace For more information on Lucanet SEA, see [Installing and Updating Lucanet.Script Execution Application (SEA)](https://support.lucanet.cloud/en/documentation/documentation/consolidation-financial-planning/basic-configuration-cfp/install-and-use-opsea.md). #### Enhanced User Management for Consolidation & Financial Planning 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: - **Data model** roles - **Editor**: Editors have read and write permissions for all workspaces or certain workspaces within the Lucanet data model. - **Group Report data collector**: Group report data collectors have read permission for the Lucanet data model. They can also execute all tasks required to collect data in relation to Lucanet.Group Report. - **Observer**: Observers have read permission for all workspaces or certain workspaces within the Lucanet data model. - **User management** roles - **Master**: Masters have unrestricted write and read permissions for user management. There must be at least one master per database. - **Administrator**: Administrators have write and read permissions for user management. Administrators can, similarly to the master role, manage all users and user groups, but have more limited permissions than masters. An administrator is only able to assign the permissions defined by the master. - **Observer**: Observers have read permission for all workspaces or certain workspaces within the Lucanet data model. **Note**: The user management roles described above apply only to Lucanet.Financial Client. For [user management in Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md), 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: Permissions for CFP 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. #### Adding Banking & Cash Management Roles in User Management 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: - **Administrator**: Users with the **Administrator** role are granted comprehensive access to Banking & Cash Management. Administrators can view all data, including financial figures and identities, and access all configuration settings—such as users, channels, bank profiles, and accounts. - **No specific role**: Users assigned with **No specific role** receive the **Essential** role within the Banking & Cash Management solution and have only the most basic permissions. This allows access to the user interface and their own profile, without permission to view data or use any functions.\ \ For a user with **No specific role** to be able to access data or perform any actions, the Administrator must grant the necessary permissions in the **Banking & Cash Management** solution. Depending on requirements, the Administrator can enable access to selected identities, functionalities (such as processing payments or reviewing account statements), or authorization processes. ### New in Version 250529 (Release Date 2025-06-03) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Referencing Dimensions in Copilot Prompts 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. #### Modernized User Interface and Centralized Navigation 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: User interface of the Lucanet CFO Solution Platform Key changes of this feature include: - **Unified Navigation**\ \ The quick access bar and top bar have been removed. You will now find key functions such as **Lucanet Copilot**, **My Profile**, and **Help**— previously located in the top bar — integrated into the main menu. Additionally, the option to change the user interface language can now be found under **My Profile**. - **Reorganized and Expanded Main Menu**\ \ In addition to the centralized functionalities outlined above, the main menu has been restructured for improved usability. In the **Active Solutions** section, you can quickly access your licensed Lucanet solutions. The newly added **Discover More Solutions** section allows you to explore additional Lucanet solutions on a dedicated demo page, with options to access documentation, connect with experts, explore learning resources, and visit the Customer Portal. - **Solution Menu Updates**\ \ Solution-specific menus, such as those for Consolidation & Financial Planning and ESG Reporting, you will now see both licensed and unlicensed modules, making navigation and discovery easier. #### New Fields in User Management 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. {% warning-box %} Existing users are not affected until their accounts are updated, at which point first name and last name must be entered before saving. {% /warning-box %} #### User Management Limited to Licensed Solutions 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. ### New in Version 250407 (Release Date 2025-04-10) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Lucanet Copilot Available 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 in the top bar of the CFO Solution Platform Lucanet Copilot can help you with the following: - **Ask and get answers anywhere in the CFO Solution Platform**\ \ Now you can ask questions about Lucanet in simple language from anywhere in the Lucanet CFO Solution Platform. Lucanet Copilot uses our online documentation [Lucanet Knowledge Base]() and delivers clear, user-friendly answers to you. - **Quick Insights for Consolidation & Financial Planning Reports**\ \ Get fast and helpful insights about your Consolidation & Financial Planning reports. To do so, simply navigate to the ledger on which you want to have more information, and ask your question, such as: Quick insights on financial information via Lucanet Copilot #### More User Interface Languages **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. {% info-box %} For more information about setting the language of the user interface, see [Basic Confituration for the Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/getting-started/basic-configuration.md). For more information about configuring the language for a user, see [Creating and Editing Users for the Lucanet CFO Solution Platform](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md). {% /info-box %} #### Renaming of User Role in ESG Reporting 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](https://support.lucanet.cloud/en/documentation/documentation/esg-reporting/user-roles-esgrep.md). ### New in Version 1.8 (Release Date 2025-03-10) The new release contains bug fixes and usability improvements. ### New in Version 1.7 (Release Date 2025-02-26) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Customization in the Platform Management 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: Start page with a customer logo #### Managing User Roles for Disclosure Management in Administration 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: - **Administrator**: Automatically receives the role of **Global Administrator** within the **Disclosure Management** solution, along with all solution-wide and cross-document administrative permissions. - **Editor**: Automatically receives the role of **Global Editor** within the Disclosure Management solution. - **Reviewer**: Automatically receives the role of **Global Reviewer** within the Disclosure Management solution. - **Reader**: Automatically receives the role of **Global Reader** within the Disclosure Management solution. - **No specific role**: Theses users initially receive no specific role within the Disclosure Management solution. Only when a user role is assigned by a Global Administrator can different permissions be assigned. For more information on the specific permissions of each role, see [Creating and Editing User Roles for Disclosure Management](https://support.lucanet.cloud/en/documentation/documentation/disclosure-management/basic-configuration-disclmgmt/role-mgmt-disclmgmt.md). ### New in Version 1.6 (Release Date 2025-01-27) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Simultaneous User Account Management 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: - **Edit users** with the following options: - Change user access and user roles - Enable or disable external authentication - Lock or unlock users - Change language and formatting settings, if these settings have not been changed by the user - **Resend invitation e-mail** - **Delete users** Manage multiple users simultaneously #### Extended Version Information in the 'About Lucanet' Menu 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. ### New in Version 1.5 (Release Date 2024-11-28) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Change Log in User Management 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: General change log in user management 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. ### New in Version 1.4 (Release Date 2024-10-31) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Unified Login Page for Lucanet.Financial Client 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. #### UX and Usability Improvements in Administration 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: - **Navigation improvements in the list of users:** By using infinite scrolling, administrators can now better navigate the list of users by first displaying 20 users and then loading more by scrolling as needed. By default, the most recently updated users appear at the top of the list. - **Moving user configuration to the right side panel:** Administrators of the Lucanet CFO Solution Platform can now use the right side panel to create or update users. The side panel replaces the previous dialog and offers the same fields, input requirements, and validation checks. This allows an intuitive and efficient configuration of all necessary user settings. Side panel for creating users - **Optimization of the license display:** Lucanet 25 offers you as administrator an improved overview of your license information. The table in the Licenses workspace shows the used and available license slots per user role for each solution, whereby user roles with 100,000 or more license slots are marked with the infinity symbol (∞). In addition, the user roles are listed on separate lines for a better overview. The workspace Licenses, is displayed as follows, for example: 'Lucanet licences' workspace ### New in Version 1.3 (Release Date 2024-09-24) Apart from bug fixes and performance enhancements, the release contains the following new features: #### Enhancement of the Login Options: New Workspace 'External Authentication' 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**](https://support.lucanet.cloud/en/documentation/glossary.md#oidc) and [**SAML**](https://support.lucanet.cloud/en/documentation/glossary.md#saml). The **External authentication** workspace is displayed as follows, for example: The ‘External authentication’ workspace 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. #### Improved User Management Efficiency: New Labels And Filter Options for Special User Groups 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: | Label | Users | |---------|---------| | | Lucanet.Certified Professional users | | | Permanently locked users | | | Users for whom external authentication is activated | 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. #### No More Licenses Needed for Lucanet.Certified Professional Users 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. ### Consolidation & Financial Planning You can find an overview of all features for our solution **Consolidation & Financial Planning** under [What's New in Consolidation & Financial Planning](https://support.lucanet.cloud/en/documentation/-cfp.md). ## Lease Accounting #### Recently Released Features Apart from bug fixes and usability enhancements, the release contains the following new features: #### Creating Reports for Multiple Reporting Entities at the Same Time 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. Creating a report for multiple reporting entities #### Editing the 'Reporting entities' Overview Table Now Possible 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). Changing details in the 'Reporting entities' table Please note that the functional currency can only be changed as long as no components have been calculated for a reporting entity. #### Creating Postings for Multiple Reporting Entities Simultaneously 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. Creating postings for multiple reporting entities {% info-box %} - If you are working with an integration between **Lease Accounting** and **Consolidation & Financial Planning**, you can import the created postings via a script for multiple reporting entities simultaneously. - Exporting postings to import them in other systems is still only possible per reporting entity only; but a multi-entity export of postings is planned for a future release. {% /info-box %} Apart from bug fixes and usability enhancements, the release contains the following new features: #### Contract File Attachments 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: - **Upload files** when creating a new contract or editing an existing contract (PDF format, maximum 25 MB per file) - **View and download attached files** in view mode - **Remove files** when editing a contract - **Identify contracts with attachments** at a glance - an attachment icon appears next to the **Contract ID** in the **Contract** overview table This enhancement streamlines document management by keeping contract files directly associated with their respective lease contracts within the Lease Accounting solution. Uploaded contract #### New Modification Parameters Two new modification parameters have been added to provide more comprehensive lease accounting capabilities: - **Proportional Scope Reduction**: This modification parameter allows you to reduce lease values by a specific percentage starting from an effective date. The reduction applies to the **Gross liability**, **Net liability** in the **Lease liability** table, and **Carrying Amount IFRS** in the **Right-of-use asset** table in the **Calculation Preview**. This is useful for scenarios where the scope of a lease is partially reduced. - **Add/Edit Asset Retirement Obligation**: You can now add or edit asset retirement obligations for lease components. This modification increases the **Right-of-Use asset** value without affecting the **Lease liability**. The currency field defaults to the functional currency and cannot be changed. This feature ensures accurate accounting for obligations related to restoring leased assets at the end of the lease term. Both modification parameters are available under **Asset information** when modifying calculated components: #### Enhanced Import Templates 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: - **Component currency** **field**: Specify the currency for each component during import (positioned after the **End date** column) - **Interest rate** **field**: Enter interest rates directly in templates (positioned after the **Asset Class** column) For more information on using [import templates](https://support.lucanet.cloud/en/documentation/documentation/lease-accounting/data-collection/automatic-data-import.md#excel-templates), see [Importing Data Automatically](https://support.lucanet.cloud/en/documentation/documentation/lease-accounting/data-collection/automatic-data-import.md). #### Foreign Currency Translation 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: - **Enable currency conversion** using the **Select report currency** option (enabled by default) - **Choose a reporting currency** from the dropdown menu - **View data in contract currencies** by disabling the Select report currency option - each contract's values appear in its original currency By default, the currency of the contract component is applied. Select report currency #### Functional Currency Editing Flexibility 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: #### Role-Based Permission System 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: - **Data collector** \- Designed for users responsible for gathering and entering lease contract information - **Executive reviewer** - Intended for users who oversee lease accounting processes, approve critical operations, and perform final steps including posting - **Lease operations administrator** \- For users who manage day-to-day lease accounting operations with extensive functional access - **Auditor**\- Provides comprehensive read access across the system for audit and compliance purposes - **Settings administrator** \- Specialized for users responsible for system configuration and maintenance - **Full access administrator** \- Provides the highest level of system access for comprehensive administration 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](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md)). #### General Configurations 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: - **Start of fiscal year** \- Defines when your organization's fiscal year begins, essential for accurate lease accounting calculations and reporting periods - **Transition date** \- Establishes the date when your organization transitions to IFRS 16 lease accounting standards The 'General Configurations' Workspace #### Enhanced CSV Import 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. #### Creating Cost Centers 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**. Adding a cost center #### Copy Components 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. Copy component functionality #### Calculation Preview Export 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. #### Older Versions Apart from bug fixes and usability enhancements, the release contains the following new features: #### Import of Cost Centers from Lucanet Consolidation & Financial Planning 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. Import of cost centers #### Manual Entry of Reporting Entities 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. #### Import of Postings into 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. #### New Reports Available As of now, the following reports can be created and downloaded in the **Export** workspace: - **Asset register** report summarizing all the assets and asset-related information that have been created in Lease Accounting. - **Account balances** report showing the balances for each account, aggregated by transaction type, cost center and/or assets class. This report allows a reconciliation of the balance in the Lease Accounting database with the balance of the accounts in the balance sheet to make sure that both are in line and postings are complete. Account Balances report Apart from bug fixes and usability enhancements, the release contains the following new features: #### Manual Entry of Interest Rates 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. Manual entry of interest rates #### Disclosures Report 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. Creating a Disclosures report ### New in Version 260305 (Release date 2026-03-05) Apart from bug fixes and usability enhancements, the release contains the following new features: #### Creating Reports for Multiple Reporting Entities at the Same Time 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. Creating a report for multiple reporting entities #### Editing the 'Reporting entities' Overview Table Now Possible 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). Changing details in the 'Reporting entities' table Please note that the functional currency can only be changed as long as no components have been calculated for a reporting entity. #### Creating Postings for Multiple Reporting Entities Simultaneously 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. Creating postings for multiple reporting entities {% info-box %} - If you are working with an integration between **Lease Accounting** and **Consolidation & Financial Planning**, you can import the created postings via a script for multiple reporting entities simultaneously. - Exporting postings to import them in other systems is still only possible per reporting entity only; but a multi-entity export of postings is planned for a future release. {% /info-box %} ### New in Version 260109 (Release date 2026-01-13) Apart from bug fixes and usability enhancements, the release contains the following new features: #### Contract File Attachments 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: - **Upload files** when creating a new contract or editing an existing contract (PDF format, maximum 25 MB per file) - **View and download attached files** in view mode - **Remove files** when editing a contract - **Identify contracts with attachments** at a glance - an attachment icon appears next to the **Contract ID** in the **Contract** overview table This enhancement streamlines document management by keeping contract files directly associated with their respective lease contracts within the Lease Accounting solution. Uploaded contract #### New Modification Parameters Two new modification parameters have been added to provide more comprehensive lease accounting capabilities: - **Proportional Scope Reduction**: This modification parameter allows you to reduce lease values by a specific percentage starting from an effective date. The reduction applies to the **Gross liability**, **Net liability** in the **Lease liability** table, and **Carrying Amount IFRS** in the **Right-of-use asset** table in the **Calculation Preview**. This is useful for scenarios where the scope of a lease is partially reduced. - **Add/Edit Asset Retirement Obligation**: You can now add or edit asset retirement obligations for lease components. This modification increases the **Right-of-Use asset** value without affecting the **Lease liability**. The currency field defaults to the functional currency and cannot be changed. This feature ensures accurate accounting for obligations related to restoring leased assets at the end of the lease term. Both modification parameters are available under **Asset information** when modifying calculated components: #### Enhanced Import Templates 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: - **Component currency** **field**: Specify the currency for each component during import (positioned after the **End date** column) - **Interest rate** **field**: Enter interest rates directly in templates (positioned after the **Asset Class** column) For more information on using [import templates](https://support.lucanet.cloud/en/documentation/documentation/lease-accounting/data-collection/automatic-data-import.md#excel-templates), see [Importing Data Automatically](https://support.lucanet.cloud/en/documentation/documentation/lease-accounting/data-collection/automatic-data-import.md). #### Foreign Currency Translation 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: - **Enable currency conversion** using the **Select report currency** option (enabled by default) - **Choose a reporting currency** from the dropdown menu - **View data in contract currencies** by disabling the Select report currency option - each contract's values appear in its original currency By default, the currency of the contract component is applied. Select report currency #### Functional Currency Editing Flexibility 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. ### New in Version 250930 (Release date 2025-10-17) Apart from bug fixes and usability enhancements, the release contains the following new features: #### Role-Based Permission System 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: - **Data collector** \- Designed for users responsible for gathering and entering lease contract information - **Executive reviewer** - Intended for users who oversee lease accounting processes, approve critical operations, and perform final steps including posting - **Lease operations administrator** \- For users who manage day-to-day lease accounting operations with extensive functional access - **Auditor**\- Provides comprehensive read access across the system for audit and compliance purposes - **Settings administrator** \- Specialized for users responsible for system configuration and maintenance - **Full access administrator** \- Provides the highest level of system access for comprehensive administration 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](https://support.lucanet.cloud/en/documentation/documentation/administration/user-management.md)). #### General Configurations 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: - **Start of fiscal year** \- Defines when your organization's fiscal year begins, essential for accurate lease accounting calculations and reporting periods - **Transition date** \- Establishes the date when your organization transitions to IFRS 16 lease accounting standards The 'General Configurations' Workspace #### Enhanced CSV Import 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. #### Creating Cost Centers 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**. Adding a cost center #### Copy Components 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. Copy component functionality #### Calculation Preview Export 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. ### New in Version 250624 (Release date 2025-06-24) Apart from bug fixes and usability enhancements, the release contains the following new features: #### Import of Cost Centers from Lucanet Consolidation & Financial Planning 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. Import of cost centers #### Manual Entry of Reporting Entities 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. #### Import of Postings into 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. #### New Reports Available As of now, the following reports can be created and downloaded in the **Export** workspace: - **Asset register** report summarizing all the assets and asset-related information that have been created in Lease Accounting. - **Account balances** report showing the balances for each account, aggregated by transaction type, cost center and/or assets class. This report allows a reconciliation of the balance in the Lease Accounting database with the balance of the accounts in the balance sheet to make sure that both are in line and postings are complete. Account Balances report ### New in Version 250325 (Release date 2025-03-25) Apart from bug fixes and usability enhancements, the release contains the following new features: #### Manual Entry of Interest Rates 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. Manual entry of interest rates #### Disclosures Report 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. Creating a Disclosures report ## Extended Planning & Analysis #### Recently Released Features Apart from bug fixes and permormance improvements this release contains the following new features: #### Comment Function for Tables 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. Comment field #### Copying Entire Rows from Excel 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. #### Importing a Hierarchy From a Spreadsheet 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. Dimension hierarchy in the spreadsheet Dimension hierarchy in xP&A after import #### Fixing Errors in a Model Using AI 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. Fix with AI Click the option and you will get suggestions for changing the model that you can either accept or reject. Corrections suggested by AI Apart from bug fixes and performance improvements this release contains the following new feature: #### Default Currencies for Dimension Items 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. Currency options for a dimension item in a variable #### Older Versions #### New Hierarchical Import Method for CFP Data Source When setting up a data connection to Consolidation & Financial Planning (CFP), you can now choose between two methods for importing organization elements: - **Single hierarchy (recommended)**: With this method, you can import all reporting entities and cost centres in a single dimension, mirroring the native structure of Consolidation & Financial Planning. This ensures your xP&A data fully reflects your CFP hierarchy. - **Multiple flat dimensions (deprecated)**: This is the previous method using two separate dimensions. This option remains available for updating existing models but will be discontinued in mid-2026. 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. {% warning-box %} After mid-2026, the **multiple flat dimension** import will **no longer be supported**. You will need to set up new data connections using the hierarchical method, which requires re-linking dimensions and re-entering data into models. {% /warning-box %} Apart from bug fixes and permormance improvements this release contains the following new feature: #### New Workflow for Proposing and Approving Data Changes 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. Proposals in xP&A Apart from bug fixes and permormance improvements this release contains the following new feature: #### Troubleshooting With the Help of AI 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. Explain with AI Apart from bug fixes and permormance improvements this release contains the following new feature: #### Unified Currency Translation Across Multiple Data Sources 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. Adjusted currency from multiple datasources Apart from bug fixes and permormance improvements this release contains the following new feature: #### New Splashing Function to Distribute Values 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: - **Equal Split:** Evenly distributes the entered value across all dimension items - **Pro-Rata:** Distributes the entered value proportionally based on existing values in each dimension item - **Repeat all leaves:** Applies the same value to each leaf-level item. - **Repeat:** Repeats the value at the first level and evenly distributes it across nested levels. Splashing can be activated and configured in the formula bar after entering a value on the total (or branch) item: Splashing options Apart from bug fixes and permormance improvements this release contains the following new features: #### Dimension Hierarchies with Levels 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. Hierarchy of a dimension #### Dimension Types **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: Assigning a type to a dimension item Apart from bux fixes and performance improvements the release contains the following new features: #### Currency Translation 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. Variables in local currency #### Waterfall Chart 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. Waterfall chart #### Prompt AI Function 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. 'Prompt AI' function Apart from bug fixes and performance optimizations, the release contains the following new features: #### New AI Functionalities 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-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. The forecast function #### Form to Submit Your Ideas for xP&A 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: Form to submit your ideas #### New Data Source Type 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: #### Option to Resume Configuration of Spreadsheet Data Sources 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. 'Resume setup' option Apart from bug fixes and performance optimizations, the release contains the following new feature: #### New Data Source Type to Upload an Excel File 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**: Excel Upload ### New as of 2026-05-14 Apart from bug fixes and permormance improvements this release contains the following new features: #### Comment Function for Tables 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. Comment field #### Copying Entire Rows from Excel 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. #### Importing a Hierarchy From a Spreadsheet 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. Dimension hierarchy in the spreadsheet Dimension hierarchy in xP&A after import ### New as of 2026-04-09 #### Fixing Errors in a Model Using AI 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. Fix with AI Click the option and you will get suggestions for changing the model that you can either accept or reject. Corrections suggested by AI ### New as of 2026-02-17 Apart from bug fixes and performance improvements this release contains the following new feature: #### Default Currencies for Dimension Items 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. Currency options for a dimension item in a variable ### New as of 2026-02-05 #### New Hierarchical Import Method for CFP Data Source When setting up a data connection to Consolidation & Financial Planning (CFP), you can now choose between two methods for importing organization elements: - **Single hierarchy (recommended)**: With this method, you can import all reporting entities and cost centres in a single dimension, mirroring the native structure of Consolidation & Financial Planning. This ensures your xP&A data fully reflects your CFP hierarchy. - **Multiple flat dimensions (deprecated)**: This is the previous method using two separate dimensions. This option remains available for updating existing models but will be discontinued in mid-2026. 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. {% warning-box %} After mid-2026, the **multiple flat dimension** import will **no longer be supported**. You will need to set up new data connections using the hierarchical method, which requires re-linking dimensions and re-entering data into models. {% /warning-box %} ### New as of 2026-02-03 Apart from bug fixes and permormance improvements this release contains the following new feature: #### New Workflow for Proposing and Approving Data Changes 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. Proposals in xP&A ### New as of 2026-01-30 Apart from bug fixes and permormance improvements this release contains the following new feature: #### Troubleshooting With the Help of AI 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. Explain with AI ### New as of 2025-11-18 Apart from bug fixes and permormance improvements this release contains the following new feature: #### Unified Currency Translation Across Multiple Data Sources 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. Adjusted currency from multiple datasources ### New in Version 250919 (Release date 2025-11-11) Apart from bug fixes and permormance improvements this release contains the following new feature: #### New Splashing Function to Distribute Values 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: - **Equal Split:** Evenly distributes the entered value across all dimension items - **Pro-Rata:** Distributes the entered value proportionally based on existing values in each dimension item - **Repeat all leaves:** Applies the same value to each leaf-level item. - **Repeat:** Repeats the value at the first level and evenly distributes it across nested levels. Splashing can be activated and configured in the formula bar after entering a value on the total (or branch) item: Splashing options ### New in Version 250930 (Release date 2025-10-31) Apart from bug fixes and permormance improvements this release contains the following new features: #### Dimension Hierarchies with Levels 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. Hierarchy of a dimension #### Dimension Types **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: Assigning a type to a dimension item ### New in Version 250725 (Release date 2025-07-25) Apart from bux fixes and performance improvements the release contains the following new features: #### Currency Translation 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. Variables in local currency #### Waterfall Chart 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. Waterfall chart #### Prompt AI Function 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. 'Prompt AI' function ### New in Version 250528 (Release date 2025-05-28) Apart from bug fixes and performance optimizations, the release contains the following new features: #### New AI Functionalities 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-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. The forecast function #### Form to Submit Your Ideas for xP&A 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: Form to submit your ideas #### New Data Source Type You are now able to set up a connection to a **Microsoft SQL Server** data source in xP&A. ### New in Version 250417 (Release date 2025-04-17) Apart from bug fixes, the release contains the following new feature: #### Option to Resume Configuration of Spreadsheet Data Sources 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. 'Resume setup' option ### New in Version 250407 (Release date 2025-04-11) Apart from bug fixes and performance optimizations, the release contains the following new feature: #### New Data Source Type to Upload an Excel File 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**: Excel Upload ### ESG Reporting You can find an overview of all features for our solution **ESG Reporting** under [What's New in Lucanet ESG Reporting](https://support.lucanet.cloud/en/documentation/-esg-reporting.md). ## Disclosure Management #### Recently Released Features The new version includes bug fixes and improvements in usability and performance. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Scroll position is saved Disclosure Management now saves the scroll position in the **Cockpit** between page visits. When you exit the Cockpit and return to it—or switch the document language—the Cockpit opens at the same scroll position, so you no longer have to manually scroll back to your last position. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Using Word References In Lucanet Disclosure Management, you can now create **Word references** to chapters from other documents. This allows you to maintain identical content just once in a single source and apply updates in a controlled manner to all linked reports. In the Cockpit, the three-dot icon of an empty chapter now includes the new option **Add Word references**. When you open the Word editor, the reference is automatically checked in and created in the target chapter. A reference icon appears in the Cockpit with a tooltip showing the source document and its latest update and status. Add Word reference #### Using Structures From now on, **structures** used in SmartNotes will be carried over to Disclosure Management during migration. Structures are used as follows: Each document has a **default structure** that contains all chapters. Additional structures may exist that contain only specific chapters. A document’s chapters can be assigned to existing structures or removed from them. This allows you to create any number of variations of a document. When creating a **final document**, you can select one of the existing structures. Creating, deleting, or renaming structures is not yet possible and will be implemented in a later version. #### Older Versions Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Cancel result document creation or import process You can now cancel the following processes in the notification window: - Result document creation - Execution of an import With these new features, you can directly cancel an accidentally started result document creation or import process and no longer have to wait for the process to complete. This allows you to stop unwanted processes early, and the next process in the queue can be started more quickly. #### Dispatcher and Ribbon: Updates only when components change Dispatcher and Ribbons will now only be updated when their software has actually changed (for example, the program code of these components). Other product changes — such as updates elsewhere in the solution — will no longer automatically trigger a new Dispatcher or Ribbon version. As a result, you will receive fewer updates that do not involve any actual changes to these components. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Canceling the Import Process It is now possible to cancel a running import process. The **Cancel** button is available for this purpose in the notification area. After clicking **Cancel**, a confirmation prompt appears first. If the cancellation is confirmed, the process is stopped and the next process in the queue can be started. #### Display of Dispatcher in the System Tray An icon for the Dispatcher—the component that opens documents from Lucanet Disclosure Management in MS Word or MS Excel—is now displayed in the MS Windows system tray. You will now receive status messages, e.g., when a document is opened. This allows you to easily see whether the Dispatcher is running, idle, or processing data. Right-clicking on the icon in the taskbar opens a context menu with various options. Among other things, you can close the Dispatcher without Task Manager or open the log files: Kontextmenü des Dispatcher im System Tray von MS Windows #### Uploading Format Templates Uploading format templates has been moved from the **Edit Language** dialog to the **Language Settings** area. Once you select a language, the **Word** area where you can upload a format template is now displayed in the language settings. This means you no longer have to open the **Edit** dialog to upload a format template. Formatvorlagen in den Spracheinstellungen hochladen Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Create and edit table templates You can now create, edit, rename, and delete templates for tables in Lucanet Disclosure Management for MS Word. You can define layout configurations, including table width, alignment, positioning, margins, and column widths, and save them for reuse as templates. When inserting or editing tables in Lucanet Disclosure Management, you can choose from your saved templates or start from scratch. Select a template to apply predefined formatting immediately, or adjust individual parameters manually. When you change the formatting of a table, you can save your changes as a new template, restore the original template settings, or apply the changes as a one-time adjustment. This feature helps you maintain consistent layout standards in your reports while significantly reducing manual effort. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Additional taxonomies for documents You can now assign additional **XBRL taxonomies** in the settings for a document. Taxonomies are now available for **Malaysia MBRS**, **Italy GAAP**, **Singapore ACRA**, and three **FRC variants (FRS-101, FRS-102, IFRS)**. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Adding Attachments to Documents Additional information in the form of **attachments** can now be added to all chapters of a Disclosure Management document. This functionality allows you to link important supplementary documents directly with your reports, thereby collecting all relevant information in one place. A document's attachments are managed centrally in a dedicated area. The attachments for all chapters can be managed centrally in the ‘Attachments’ area The new version provides bug fixes as well as usability improvements. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Extracting Multiple Documents Simultaneously You can now use the Disclosure Management [Dashboard](https://support.lucanet.cloud/en/documentation/documentation/disclosure-management/dashboard-disclmgmt.md) to extract multiple documents simultaneously into a single file. This new feature saves time when you need to work with multiple documents. Extracts can be generated, for example, for report auditing or inspection. Once the extract is complete, a new message is displayed in the [notification window](https://support.lucanet.cloud/en/documentation/documentation/disclosure-management/user-interface-disclmgmt/notifications.md), from which you can download the extracted report. Extracting multiple documents into a single file Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Chapter Roles You can now assign **Chapter roles** in the role management. With the help of the new roles, permissions can be granted at the chapter level, i.e., for example, read and write permissions for chapters, MS Office documents, and the data view. A distinction is made here between the **Chapter Reader** and the **Chapter Editor**. Users can only see or edit the chapters for which they have been granted permission. #### New XBRL Taxonomies Available In the **document settings**, you can now also select the following new taxonomies for XBRL tagging: - **ESEF 2024** taxonomy with the latest updates of the IFRS taxonomy - **VSME** for digital sustainability reporting - **KVK** for digital reporting to Dutch authorities Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Support for Multilingual Documents Lucanet Disclosure Management now supports **reports in multiple languages**. For this purpose, you can add and configure a new document language in the **Configure document** workspace. The new language will then be available in the **Cockpit** and can be used to create reports in multiple languages. A document structure that has been created once will be used automatically in all languages. All language-specific reports of a document refer to the same Excel files, ensuring that data is always consistent across all language-specific reports. With the support for multilingual documents, you save a lot of time because you no longer have to set up your reports multiple times. Language selection in the 'Cockpit' **Document Status** As a user, you can always see the status of the language variants of a Word document. As soon as you change the language in the Cockpit, the status levels of the selected language are displayed in the Cockpit. A status change is always relevant only for the language currently selected in the Cockpit. If the status changes to red due to a new import and value changes in the default language, the status will also be set to red in the other languages. **Creating Language-Specific Result Documents** You can now create your **result documents** in any language that has been set up. For this purpose, all available languages are listed in the **Creation** workspace, allowing you to generate a report in any available language with just one click. **New Design and Structure of the 'Configure document' Workspace** We have made the **Configure Document** workspace more user-friendly and optimized it for multilingual document support. General settings and language settings are now clearly separated. Each language has its own detail view—making individual adjustments more traceable. 'Configure document' workspace **History of a Chapter** As soon as you work with multiple languages, a chapter’s **history** can be sorted by the languages you have set up. This allows you to specifically track the history of chapters for a particular language. #### Configuring a connection to data source via a proxy From now on, in the **Import Management**, when defining a connection to the data source, a **proxy** can be specified if you have selected **Log in with username and password** in the connection settings. Specifying a proxy is optional. Once a proxy is specified, the connection will be established via the specified proxy. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Improved Installation of the Dispatcher We have improved the installation process of the Dispatcher. Among other things, the installation progress is now displayed graphically. #### Creating and Editing Custom Document Variables The new **Variables** workspace is now available, where you can create, edit, and delete custom variables. You can insert the value of a custom variable into any Word or Excel document using the **Insert document variable** button on the ribbon. Worskspace 'Variables' The new version provides bug fixes as well as stability and performance improvements. Apart from bug fixes and improvements in usability and performance, the release contains the following new features: #### Revision and Optimization of the Design for the Data Sources The design of the **Data sources** workspace in **Import Management** has been revised and optimized. #### Preparation of Group-Level Reports Using the Copilot From now on, a group-level report can be created from the subsidiaries' disclosures with the help of the copilot. The function considerably simplifies and automates the process of creating group disclosures. This saves time and reduces errors, as the software consolidates the subsidiaries' responses and creates a compliant report. In addition, the function provides a better overview and control over the sustainability reports, as the user can select the relevant responses and add additional information. The new feature has the following properties: - The software can automatically generate the final ESRS-compliant sustainability report at group level based on the subsidiaries' disclosures. - As a user, you can select a question from the ESG questionnaire and see the various answers provided by the subsidiaries. - You can add additional information. - You can discard the result at any time and regenerate the report. - If the result meets your requirements, you can add it to your document with a single click. The new version provides bug fixes as well as usability improvements. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Sorting of Connections and Data Sources Connections and data sources are now **sorted alphabetically** in the **Import Management** area. The predefined connection and data source for Lucanet ESG Reporting are at the top of the list. #### Role Management Changes The following changes have been made to the user and permission concept to make it clearer and more efficient: - **Creating global roles**: Global roles assigned to a CFO Solution Platform user in **Administration** are now automatically transferred to the **role management** in Disclosure Management. This makes role management much easier and more effective. - **Document roles**: We have optimized the document roles and permissions. The **Document Data Importer** role has been removed. All **Document Data Importer** permissions are now assigned to the **Document Editor** role. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Copilot in Word Documents A **Copilot** with two AI-supported functions is now available in the Word ribbon for Disclosure Management to assist you in creating reports. Both functions can significantly enhance the quality of your texts and considerably reduce the effort required for text creation. - **Optimizing texts in Word documents** With the following functions, you can optimize your texts in no time: - **Change** the **tone of voice** e.g. to positive, neutral, or formal and precise - **Shorten** or **expand** the text - **Summarize** content into bullet points - **Create** concise **headlines** - **Enrich** sections of the document with specific information Optimize text using the Copilot for Word documents in Disclosure Management - **Draft taxonomy-compliant texts**\ \ Another new AI-powered function helps to you efficiently and precisely create **taxonomy-compliant reports** by automatically generating texts for any disclosure label from the **ESRS** **(European Sustainability Reporting Standards**) or **IFRS (International Financial Reporting Standards)** standards. For the selected disclosure label, you can provide additional company-specific information in a text field. The new function then automatically generates taxonomy-compliant text sections, incorporating the additional company-specific information into the generated text, if provided. If you do not provide any additional information, template texts will be generated based on the requirements of the respective taxonomy. You then only need to add the company-specific facts to these template texts. During generation, the report language and document layout are automatically implemented. Draft text using the Copilot for Word documents in Disclosure Management The Copilot for Disclosure Management is also characterized by the following features: - Disclosure Management automatically generates the required prompts - you don't have to worry about anything else. - Discard unwanted results or try again until you are satisfied. - If you accept the result, it will be seamlessly inserted into your document. #### Inserting an ESG Table Easily and Conveniently Disclosure Management now includes two new time-saving functions for inserting ESG tables into an Excel spreadsheet: **Automatic Column Assignments** When inserting an ESG table into an Excel table in Disclosure Management you now have the option to specify whether **the programming columns and value columns should be assigned automatically** or not. When using automatic assignment, you can also assign **periods** to the columns in the table before the insertion. When you click **Insert**, the table is inserted in MS Excel. The inserted columns are also configured as follows: - The first column is added as the **name column**. - The columns in the table are used as **value columns** for the specified period. - The **programming columns** are inserted into the table on the right. **Automatic Increase of Row Count** When a dynamic table is selected in the **Insert table** window, you now have the option of automatically extending the table by a certain number of rows. You can use this option, for example, to have placeholders for additional data in the Excel table so that you do not have to manually expand the table later. #### Revision and Optimization of the Design of the Connections The design of the connection details in **Import Management** has been revised and optimized. #### Saving Office Templates and Layout Robots You can now **save** the **Office templates** and **layout robot** locally. This allows you to easily upload and use the templates and the layout robot in another report at any time. The download function is available in the settings for a document under **Configure document**. #### Exporting a Chapter Structure of a Document You can now export the **chapter structure of a document** from the **cockpit** to an Excel file at the click of a mouse. You may choose to do this when you want to discuss the structure of the document with someone who does not have access to Lucanet Disclosure Management, for example. Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Transferring Tables and Texts from ESG Reports From now on, tables and texts from the questionnaire of aggregated ESG reports created with the solution Lucanet ESG Reporting can be inserted directly into documents in Lucanet Disclosure Management. As a result, no new report tables have to be created or new report texts compiled. They can simply be transferred with a few clicks instead. The new feature is configured using the Excel ribbon (for tables) and the Word ribbon (for text values): and Excel (right) ribbon") Inserting ESG text values and tables using the Word (left) and Excel (right) ribbon #### Adding Footnotes From now on, it is possible to add footnotes to the Oareas of Excel files. For this purpose, **footnote columns** can be defined using either the Excel ribbon or the context menu. The footnotes stored there are then displayed in the Word documents in the Outareas and can be edited in the **data view** by means of the detail view for a value. #### Adding Column Names A **column name** can now be assigned to cells in MS Excel to distinguish between different value columns within a period in the data view. The column names can be added in MS Excel using either the Excel ribbon or the context menu of a cell. #### Import into Selected Periods of a Data Source When configuring the execution of an import in the **Import data** area, periods previously defined in the data source can now be excluded from the import. For this purpose, the **No import** option must be chosen for the periods in which data is not to be imported only during the **parameterization** process. With this option, data can be imported only in selected periods of a data source without having to define a new data source for this purpose. #### New Features in the Data View #### Improved User Interface The user interface of the **data view** has been revised. A uniform design and new icons and identifiers make it easier to use the individual features. #### Data View Legend A **legend** is now available for the **data view**. It can be opened with a button on the user interface of the data view. The cell colors, highlighting, marking, and validation icons used in the data view are explained in the legend: Data view legend #### Detail View for Text Values A **detail view** is now available in the data view also for cells that contain text values. This allows, for example, the history of a text value to be displayed and past text values restored. #### Link to Referenced or Validated Values If a value referenced from a different Excel document is displayed in the data view, the data view of the Excel document from which the value comes will now be able to be opened and the value edited directly there by clicking the reference icon. If a value for which a validation has been configured is displayed in the data view, the data view of the Excel document to be used for the validation will now be able to be opened by clicking the validation icon. This allows faulty validations to be checked more quickly and the underlying values corrected if necessary. Marking for validated and referenced values The new version provides bug fixes as well as stability and performance improvements. ### New in Version 260520 (Release Date 2026-05-27) The new version includes bug fixes and improvements in usability and performance. ### New in Version 260429 (Release Date 2026-05-07) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Scroll position is saved Disclosure Management now saves the scroll position in the **Cockpit** between page visits. When you exit the Cockpit and return to it—or switch the document language—the Cockpit opens at the same scroll position, so you no longer have to manually scroll back to your last position. ### New in Version 260415 (Release Date 2026-04-22) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Using Word References In Lucanet Disclosure Management, you can now create **Word references** to chapters from other documents. This allows you to maintain identical content just once in a single source and apply updates in a controlled manner to all linked reports. In the Cockpit, the three-dot icon of an empty chapter now includes the new option **Add Word references**. When you open the Word editor, the reference is automatically checked in and created in the target chapter. A reference icon appears in the Cockpit with a tooltip showing the source document and its latest update and status. Add Word reference #### Using Structures From now on, **structures** used in SmartNotes will be carried over to Disclosure Management during migration. Structures are used as follows: Each document has a **default structure** that contains all chapters. Additional structures may exist that contain only specific chapters. A document’s chapters can be assigned to existing structures or removed from them. This allows you to create any number of variations of a document. When creating a **final document**, you can select one of the existing structures. Creating, deleting, or renaming structures is not yet possible and will be implemented in a later version. ### New in Version 260330 (Release Date 2026-04-13) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Cancel result document creation or import process You can now cancel the following processes in the notification window: - Result document creation - Execution of an import With these new features, you can directly cancel an accidentally started result document creation or import process and no longer have to wait for the process to complete. This allows you to stop unwanted processes early, and the next process in the queue can be started more quickly. #### Dispatcher and Ribbon: Updates only when components change Dispatcher and Ribbons will now only be updated when their software has actually changed (for example, the program code of these components). Other product changes — such as updates elsewhere in the solution — will no longer automatically trigger a new Dispatcher or Ribbon version. As a result, you will receive fewer updates that do not involve any actual changes to these components. ### New in Version 260223 (Release Date 2026-03-03) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Canceling the Import Process It is now possible to cancel a running import process. The **Cancel** button is available for this purpose in the notification area. After clicking **Cancel**, a confirmation prompt appears first. If the cancellation is confirmed, the process is stopped and the next process in the queue can be started. #### Display of Dispatcher in the System Tray An icon for the Dispatcher—the component that opens documents from Lucanet Disclosure Management in MS Word or MS Excel—is now displayed in the MS Windows system tray. You will now receive status messages, e.g., when a document is opened. This allows you to easily see whether the Dispatcher is running, idle, or processing data. Right-clicking on the icon in the taskbar opens a context menu with various options. Among other things, you can close the Dispatcher without Task Manager or open the log files: Kontextmenü des Dispatcher im System Tray von MS Windows #### Uploading Format Templates Uploading format templates has been moved from the **Edit Language** dialog to the **Language Settings** area. Once you select a language, the **Word** area where you can upload a format template is now displayed in the language settings. This means you no longer have to open the **Edit** dialog to upload a format template. Formatvorlagen in den Spracheinstellungen hochladen ### New in Version 260129 (Release Date 2026-01-29) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Create and edit table templates You can now create, edit, rename, and delete templates for tables in Lucanet Disclosure Management for MS Word. You can define layout configurations, including table width, alignment, positioning, margins, and column widths, and save them for reuse as templates. When inserting or editing tables in Lucanet Disclosure Management, you can choose from your saved templates or start from scratch. Select a template to apply predefined formatting immediately, or adjust individual parameters manually. When you change the formatting of a table, you can save your changes as a new template, restore the original template settings, or apply the changes as a one-time adjustment. This feature helps you maintain consistent layout standards in your reports while significantly reducing manual effort. ### New in Version 251128 (Release Date 2025-12-08) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Additional taxonomies for documents You can now assign additional **XBRL taxonomies** in the settings for a document. Taxonomies are now available for **Malaysia MBRS**, **Italy GAAP**, **Singapore ACRA**, and three **FRC variants (FRS-101, FRS-102, IFRS)**. ### New in Version 251030 (Release Date 2025-10-30) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Adding Attachments to Documents Additional information in the form of **attachments** can now be added to all chapters of a Disclosure Management document. This functionality allows you to link important supplementary documents directly with your reports, thereby collecting all relevant information in one place. A document's attachments are managed centrally in a dedicated area. The attachments for all chapters can be managed centrally in the ‘Attachments’ area ### New in Version 250917 (Release Date 2025-09-30) The new version provides bug fixes as well as usability improvements. ### New in Version 250819 (Release Date 2025-09-11) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Extracting Multiple Documents Simultaneously You can now use the Disclosure Management [Dashboard](https://support.lucanet.cloud/en/documentation/documentation/disclosure-management/dashboard-disclmgmt.md) to extract multiple documents simultaneously into a single file. This new feature saves time when you need to work with multiple documents. Extracts can be generated, for example, for report auditing or inspection. Once the extract is complete, a new message is displayed in the [notification window](https://support.lucanet.cloud/en/documentation/documentation/disclosure-management/user-interface-disclmgmt/notifications.md), from which you can download the extracted report. Extracting multiple documents into a single file ### New in Version 250723 (Release Date 2025-08-05) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Chapter Roles You can now assign **Chapter roles** in the role management. With the help of the new roles, permissions can be granted at the chapter level, i.e., for example, read and write permissions for chapters, MS Office documents, and the data view. A distinction is made here between the **Chapter Reader** and the **Chapter Editor**. Users can only see or edit the chapters for which they have been granted permission. #### New XBRL Taxonomies Available In the **document settings**, you can now also select the following new taxonomies for XBRL tagging: - **ESEF 2024** taxonomy with the latest updates of the IFRS taxonomy - **VSME** for digital sustainability reporting - **KVK** for digital reporting to Dutch authorities ### New in Version 250618 (Release Date 2025-06-30) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Support for Multilingual Documents Lucanet Disclosure Management now supports **reports in multiple languages**. For this purpose, you can add and configure a new document language in the **Configure document** workspace. The new language will then be available in the **Cockpit** and can be used to create reports in multiple languages. A document structure that has been created once will be used automatically in all languages. All language-specific reports of a document refer to the same Excel files, ensuring that data is always consistent across all language-specific reports. With the support for multilingual documents, you save a lot of time because you no longer have to set up your reports multiple times. Language selection in the 'Cockpit' **Document Status** As a user, you can always see the status of the language variants of a Word document. As soon as you change the language in the Cockpit, the status levels of the selected language are displayed in the Cockpit. A status change is always relevant only for the language currently selected in the Cockpit. If the status changes to red due to a new import and value changes in the default language, the status will also be set to red in the other languages. **Creating Language-Specific Result Documents** You can now create your **result documents** in any language that has been set up. For this purpose, all available languages are listed in the **Creation** workspace, allowing you to generate a report in any available language with just one click. **New Design and Structure of the 'Configure document' Workspace** We have made the **Configure Document** workspace more user-friendly and optimized it for multilingual document support. General settings and language settings are now clearly separated. Each language has its own detail view—making individual adjustments more traceable. 'Configure document' workspace **History of a Chapter** As soon as you work with multiple languages, a chapter’s **history** can be sorted by the languages you have set up. This allows you to specifically track the history of chapters for a particular language. #### Configuring a connection to data source via a proxy From now on, in the **Import Management**, when defining a connection to the data source, a **proxy** can be specified if you have selected **Log in with username and password** in the connection settings. Specifying a proxy is optional. Once a proxy is specified, the connection will be established via the specified proxy. ### New in Version 1.0.1311 (Release Date 2025-06-02) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Improved Installation of the Dispatcher We have improved the installation process of the Dispatcher. Among other things, the installation progress is now displayed graphically. #### Creating and Editing Custom Document Variables The new **Variables** workspace is now available, where you can create, edit, and delete custom variables. You can insert the value of a custom variable into any Word or Excel document using the **Insert document variable** button on the ribbon. Worskspace 'Variables' ### New in Version 1.0.1196 (Release Date 2025-05-05) The new version provides bug fixes as well as stability and performance improvements. ### New in Version 1.0.1125 (Release Date 2025-04-02) Apart from bug fixes and improvements in usability and performance, the release contains the following new features: #### Revision and Optimization of the Design for the Data Sources The design of the **Data sources** workspace in **Import Management** has been revised and optimized. #### Preparation of Group-Level Reports Using the Copilot From now on, a group-level report can be created from the subsidiaries' disclosures with the help of the copilot. The function considerably simplifies and automates the process of creating group disclosures. This saves time and reduces errors, as the software consolidates the subsidiaries' responses and creates a compliant report. In addition, the function provides a better overview and control over the sustainability reports, as the user can select the relevant responses and add additional information. The new feature has the following properties: - The software can automatically generate the final ESRS-compliant sustainability report at group level based on the subsidiaries' disclosures. - As a user, you can select a question from the ESG questionnaire and see the various answers provided by the subsidiaries. - You can add additional information. - You can discard the result at any time and regenerate the report. - If the result meets your requirements, you can add it to your document with a single click. ### New in Version 1.0.1077 (Release Date 2025-03-10) The new version provides bug fixes as well as usability improvements. ### New in Version 1.0.1055 (Release Date 2025-02-26) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Sorting of Connections and Data Sources Connections and data sources are now **sorted alphabetically** in the **Import Management** area. The predefined connection and data source for Lucanet ESG Reporting are at the top of the list. #### Role Management Changes The following changes have been made to the user and permission concept to make it clearer and more efficient: - **Creating global roles**: Global roles assigned to a CFO Solution Platform user in **Administration** are now automatically transferred to the **role management** in Disclosure Management. This makes role management much easier and more effective. - **Document roles**: We have optimized the document roles and permissions. The **Document Data Importer** role has been removed. All **Document Data Importer** permissions are now assigned to the **Document Editor** role. ### New in Version 1.0.937 (Release Date 2025-01-08) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Copilot in Word Documents A **Copilot** with two AI-supported functions is now available in the Word ribbon for Disclosure Management to assist you in creating reports. Both functions can significantly enhance the quality of your texts and considerably reduce the effort required for text creation. - **Optimizing texts in Word documents** With the following functions, you can optimize your texts in no time: - **Change** the **tone of voice** e.g. to positive, neutral, or formal and precise - **Shorten** or **expand** the text - **Summarize** content into bullet points - **Create** concise **headlines** - **Enrich** sections of the document with specific information Optimize text using the Copilot for Word documents in Disclosure Management - **Draft taxonomy-compliant texts**\ \ Another new AI-powered function helps to you efficiently and precisely create **taxonomy-compliant reports** by automatically generating texts for any disclosure label from the **ESRS** **(European Sustainability Reporting Standards**) or **IFRS (International Financial Reporting Standards)** standards. For the selected disclosure label, you can provide additional company-specific information in a text field. The new function then automatically generates taxonomy-compliant text sections, incorporating the additional company-specific information into the generated text, if provided. If you do not provide any additional information, template texts will be generated based on the requirements of the respective taxonomy. You then only need to add the company-specific facts to these template texts. During generation, the report language and document layout are automatically implemented. Draft text using the Copilot for Word documents in Disclosure Management The Copilot for Disclosure Management is also characterized by the following features: - Disclosure Management automatically generates the required prompts - you don't have to worry about anything else. - Discard unwanted results or try again until you are satisfied. - If you accept the result, it will be seamlessly inserted into your document. #### Inserting an ESG Table Easily and Conveniently Disclosure Management now includes two new time-saving functions for inserting ESG tables into an Excel spreadsheet: **Automatic Column Assignments** When inserting an ESG table into an Excel table in Disclosure Management you now have the option to specify whether **the programming columns and value columns should be assigned automatically** or not. When using automatic assignment, you can also assign **periods** to the columns in the table before the insertion. When you click **Insert**, the table is inserted in MS Excel. The inserted columns are also configured as follows: - The first column is added as the **name column**. - The columns in the table are used as **value columns** for the specified period. - The **programming columns** are inserted into the table on the right. **Automatic Increase of Row Count** When a dynamic table is selected in the **Insert table** window, you now have the option of automatically extending the table by a certain number of rows. You can use this option, for example, to have placeholders for additional data in the Excel table so that you do not have to manually expand the table later. #### Revision and Optimization of the Design of the Connections The design of the connection details in **Import Management** has been revised and optimized. #### Saving Office Templates and Layout Robots You can now **save** the **Office templates** and **layout robot** locally. This allows you to easily upload and use the templates and the layout robot in another report at any time. The download function is available in the settings for a document under **Configure document**. #### Exporting a Chapter Structure of a Document You can now export the **chapter structure of a document** from the **cockpit** to an Excel file at the click of a mouse. You may choose to do this when you want to discuss the structure of the document with someone who does not have access to Lucanet Disclosure Management, for example. ### New in Version 1.0.862 (Release Date 2024-11-07) Apart from bug fixes and enhancements in terms of usability and performance, the release contains the following new features: #### Transferring Tables and Texts from ESG Reports From now on, tables and texts from the questionnaire of aggregated ESG reports created with the solution Lucanet ESG Reporting can be inserted directly into documents in Lucanet Disclosure Management. As a result, no new report tables have to be created or new report texts compiled. They can simply be transferred with a few clicks instead. The new feature is configured using the Excel ribbon (for tables) and the Word ribbon (for text values): and Excel (right) ribbon") Inserting ESG text values and tables using the Word (left) and Excel (right) ribbon #### Adding Footnotes From now on, it is possible to add footnotes to the Oareas of Excel files. For this purpose, **footnote columns** can be defined using either the Excel ribbon or the context menu. The footnotes stored there are then displayed in the Word documents in the Outareas and can be edited in the **data view** by means of the detail view for a value. #### Adding Column Names A **column name** can now be assigned to cells in MS Excel to distinguish between different value columns within a period in the data view. The column names can be added in MS Excel using either the Excel ribbon or the context menu of a cell. #### Import into Selected Periods of a Data Source When configuring the execution of an import in the **Import data** area, periods previously defined in the data source can now be excluded from the import. For this purpose, the **No import** option must be chosen for the periods in which data is not to be imported only during the **parameterization** process. With this option, data can be imported only in selected periods of a data source without having to define a new data source for this purpose. #### New Features in the Data View #### Improved User Interface The user interface of the **data view** has been revised. A uniform design and new icons and identifiers make it easier to use the individual features. #### Data View Legend A **legend** is now available for the **data view**. It can be opened with a button on the user interface of the data view. The cell colors, highlighting, marking, and validation icons used in the data view are explained in the legend: Data view legend #### Detail View for Text Values A **detail view** is now available in the data view also for cells that contain text values. This allows, for example, the history of a text value to be displayed and past text values restored. #### Link to Referenced or Validated Values If a value referenced from a different Excel document is displayed in the data view, the data view of the Excel document from which the value comes will now be able to be opened and the value edited directly there by clicking the reference icon. If a value for which a validation has been configured is displayed in the data view, the data view of the Excel document to be used for the validation will now be able to be opened by clicking the validation icon. This allows faulty validations to be checked more quickly and the underlying values corrected if necessary. Marking for validated and referenced values ### New in Version 1.0.670 (Release Date 2024-08-19) The new version provides bug fixes as well as stability and performance improvements. ### XBRL Tagger You can find an overview of all features for our solution **XBRL Tagger** under [What's New in XBRL Tagger.](https://support.lucanet.cloud/en/documentation/what-s-new-in-xbrl-tagger-.md) ## Banking & Cash Management #### Recently Released Features Apart from bug fixes and usability enhancements, the release contains the following new features: #### International Credit Transfers in CGI Format (Fides) As part of ongoing Fides integration improvements, Lucanet Banking & Cash Management now supports international credit transfers in CGI format (Common Global Implementation). CGI is a set of usage rules based on ISO 20022, defined by major global banks to ensure consistent processing of cross-border payments. You can create and manage CGI payments directly in the Banking & Cash Management user interface. In addition, you can automate workflows via REST API v2 – external systems can create, retrieve, submit, and delete payments. Apart from bug fixes and usability enhancements, the release contains the following new features: #### Expanding Global Banking Connectivity with the Fides Payment Network Lucanet Banking & Cash Management extends its global reach through integration with the **Fides Payment Network**. You can now send payments to over **13,000 banks worldwide** – far beyond traditional EBICS and SWIFT connections. The Fides integration now enables direct payment submission in addition to retrieving account statements. Bank feedback is processed fully automatically: The system retrieves status messages in the background, decrypts them if necessary, and assigns them to the corresponding payments. #### Open Banking Integration via Salt Edge Lucanet Banking & Cash Management expands its capabilities by integrating the **Open Banking interface** through the provider **Salt Edge**. You can now automatically connect your bank accounts worldwide and gain real-time access to account balances and transactions – without manual data entry or EBICS setup. The solution enables a quick connection to over 5,000 banks in more than 50 countries worldwide within just 2 minutes, without requiring an IT department or complex technical setup. You gain real-time access to current account balances and transactions through simple authentication via your existing online banking. With the new Salt Edge integration, you can easily select your bank, log in, and retrieve your account information directly. #### Verification of Payee (VoP) Lucanet Banking & Cash Management now supports **Verification of Payee (VoP)** for EBICS communication – the EU regulation for verifying payment recipients in SEPA transfers, mandatory since October 9, 2025. This release includes automated processes and new editing capabilities that reduce manual effort and accelerate the processing of payment files. **Automatic Recipient Verification for SEPA Credit Transfer Payments** - For SEPA credit transfers, a VoP check is performed automatically, where the bank verifies the IBAN and recipient name. You receive the verification result before payment approval, allowing you to make an informed decision and detect transfer errors or fraud attempts early. - **Single payments:** After entering the IBAN, name, and amount, the VoP check runs automatically (approx. 3–5 seconds). You see the result before submitting the payment. - **VoP bulk transfers:** You can choose flexibly between VoP activation (Opt-in with individual verification via the new CTV/CIV order types) for higher security with slightly longer processing, or VoP deactivation (Opt-out without individual verification via classic CCT/CIP order types) for faster processing. When VoP is activated, you receive an overview of all verification results and can adjust problematic payments before submission. - This release introduces new **EBICS order types**. **VoP Workflow: Automation and Efficiency Improvements in Payment Processing** In Banking & Cash Management, you can configure whether a payment should be automatically canceled when VoP verification results do not show a 100% match (No Match or Close Match). The following features are also available for automation and efficiency improvements: - **Signing of VoP Opt-In jobs and VoP Opt-Out jobs** - **Retrieval of verification results in HTML and PDF format** - **Automatic signatures:** Extension of the existing signature method so that VoP Opt-out jobs, including liability acceptance, can be signed. For 100% matches, an automatic signature can be applied; for No Match or Close Match, automatic cancellation is possible. - **Extended e-mail notifications:** Automatic forwarding of VoP verification results by email to defined recipients – either as an attachment or directly in the email body, in standard or detailed format. The new Lucanet Banking & Cash Management solution is now available on our Lucanet CFO Solution Platform! The **Banking & Cash Management** solution enables you to manage all aspects of your corporate digital banking operations. With **Banking & Cash Management**, you can handle the entire process from multi-bank payment processing to automated workflows and comprehensive reporting. The cloud-based platform and integrated connectivity options allow for **seamless integration** with your existing systems and processes. Banking & Cash Management supports both the traditional banking communication standards ( **EBICS**, **SWIFT**) as well as modern API-based integrations, making it suitable for companies of all sizes seeking to digitize their banking operations. Banking & Cash Management offers you: - **Intuitive Multi-Bank Operations**: With a comprehensive multi-bank capabilities, you can manage all your banking operations from a single platform. - **Full Automation**: You work with Banking & Cash Management from payment initiation to reconciliation with no manual intervention needed, thanks to time and event-controlled processes. ### New in Version 260423 (Release Date 2026-04-29) Apart from bug fixes and usability enhancements, the release contains the following new features: #### International Credit Transfers in CGI Format (Fides) As part of ongoing Fides integration improvements, Lucanet Banking & Cash Management now supports international credit transfers in CGI format (Common Global Implementation). CGI is a set of usage rules based on ISO 20022, defined by major global banks to ensure consistent processing of cross-border payments. You can create and manage CGI payments directly in the Banking & Cash Management user interface. In addition, you can automate workflows via REST API v2 – external systems can create, retrieve, submit, and delete payments. ### New in Version 2.5.2.227 (Release Date 2025-12-12) Apart from bug fixes and usability enhancements, the release contains the following new features: #### Expanding Global Banking Connectivity with the Fides Payment Network Lucanet Banking & Cash Management extends its global reach through integration with the **Fides Payment Network**. You can now send payments to over **13,000 banks worldwide** – far beyond traditional EBICS and SWIFT connections. The Fides integration now enables direct payment submission in addition to retrieving account statements. Bank feedback is processed fully automatically: The system retrieves status messages in the background, decrypts them if necessary, and assigns them to the corresponding payments. #### Open Banking Integration via Salt Edge Lucanet Banking & Cash Management expands its capabilities by integrating the **Open Banking interface** through the provider **Salt Edge**. You can now automatically connect your bank accounts worldwide and gain real-time access to account balances and transactions – without manual data entry or EBICS setup. The solution enables a quick connection to over 5,000 banks in more than 50 countries worldwide within just 2 minutes, without requiring an IT department or complex technical setup. You gain real-time access to current account balances and transactions through simple authentication via your existing online banking. With the new Salt Edge integration, you can easily select your bank, log in, and retrieve your account information directly. #### Verification of Payee (VoP) Lucanet Banking & Cash Management now supports **Verification of Payee (VoP)** for EBICS communication – the EU regulation for verifying payment recipients in SEPA transfers, mandatory since October 9, 2025. This release includes automated processes and new editing capabilities that reduce manual effort and accelerate the processing of payment files. **Automatic Recipient Verification for SEPA Credit Transfer Payments** - For SEPA credit transfers, a VoP check is performed automatically, where the bank verifies the IBAN and recipient name. You receive the verification result before payment approval, allowing you to make an informed decision and detect transfer errors or fraud attempts early. - **Single payments:** After entering the IBAN, name, and amount, the VoP check runs automatically (approx. 3–5 seconds). You see the result before submitting the payment. - **VoP bulk transfers:** You can choose flexibly between VoP activation (Opt-in with individual verification via the new CTV/CIV order types) for higher security with slightly longer processing, or VoP deactivation (Opt-out without individual verification via classic CCT/CIP order types) for faster processing. When VoP is activated, you receive an overview of all verification results and can adjust problematic payments before submission. - This release introduces new **EBICS order types**. **VoP Workflow: Automation and Efficiency Improvements in Payment Processing** In Banking & Cash Management, you can configure whether a payment should be automatically canceled when VoP verification results do not show a 100% match (No Match or Close Match). The following features are also available for automation and efficiency improvements: - **Signing of VoP Opt-In jobs and VoP Opt-Out jobs** - **Retrieval of verification results in HTML and PDF format** - **Automatic signatures:** Extension of the existing signature method so that VoP Opt-out jobs, including liability acceptance, can be signed. For 100% matches, an automatic signature can be applied; for No Match or Close Match, automatic cancellation is possible. - **Extended e-mail notifications:** Automatic forwarding of VoP verification results by email to defined recipients – either as an attachment or directly in the email body, in standard or detailed format. ### Release of Lucanet Banking & Cash Management (Release Date 2025-06-20) The new Lucanet Banking & Cash Management solution is now available on our Lucanet CFO Solution Platform! The **Banking & Cash Management** solution enables you to manage all aspects of your corporate digital banking operations. With **Banking & Cash Management**, you can handle the entire process from multi-bank payment processing to automated workflows and comprehensive reporting. The cloud-based platform and integrated connectivity options allow for **seamless integration** with your existing systems and processes. Banking & Cash Management supports both the traditional banking communication standards ( **EBICS**, **SWIFT**) as well as modern API-based integrations, making it suitable for companies of all sizes seeking to digitize their banking operations. Banking & Cash Management offers you: - **Intuitive Multi-Bank Operations**: With a comprehensive multi-bank capabilities, you can manage all your banking operations from a single platform. - **Full Automation**: You work with Banking & Cash Management from payment initiation to reconciliation with no manual intervention needed, thanks to time and event-controlled processes. ### Tax Compliance & Reporting You can find an overview of all features for our solution **Tax Compliance & Reporting** under [What's New in Tax Compliance & Reporting](https://support.lucanet.cloud/en/documentation/-tax-compliance-reporting.md). ### Data Collection You can find an overview of all features for our solution **Data Collection** under [What's New in Data Collection.](https://support.lucanet.cloud/en/documentation/-data-collection.md)