---
title: "Consolidation & Financial Planning"
source_url: https://support.lucanet.com/en/whats-new/whats-new-cfp/consolidation-financial-planning
language: en
last_updated: 2026-10-01
---
# Consolidation & Financial Planning

## Recently Released Features

### New in Version 260928 (Release date 2026-10-01)

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

#### Access Execution Logs Directly from the Change Log

You can now open the detailed log of an execution directly from the change log. For **Apps**, **Scripts**, **Data Imports**, and **Execution settings**, the change log window now includes an **Execution log** tab that lists every run of the element, including date/time, user, status, and a link to its detailed **process log**.

![Shows the 'Execution log' tab of the change log.](https://support.lucanet.com/assets/docs-images/whats-new/whats-new-cfp/_images/en/execution-log.png)
Execution log

The process log shows the individual steps of the execution in an expandable tree, including their timing, duration, and progress. You can activate **Show debug messages** for additional technical details.

Process logs can be downloaded as a text file (.txt) or an Excel file (.xlsx).

**Note:** Execution and process log data is kept for a rolling retention period of 30 days. Executions older than that no longer appear in the execution log, but remain visible as an **Executed** entry on the **Change log** tab.

For more information, see [Displaying the Change Log](https://support.lucanet.com/en/documentation/consolidation-financial-planning/general-functions/change-log.md).

#### App for Copying Postings into Other Consolidation Areas Now Also Copies the Cancel Posting Setting

The app **[Copy postings into other consolidation areas](https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/copy-postings-into-other-consolidation-areas.md)** now also copies the **Cancel posting** setting (**Cumulative after the last month** or **After every month**) of a base posting to the corresponding target posting. Previously, this setting had to be activated manually on the target posting after the copy.

### New in Version 260817 (Release date 2026-08-19)

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

#### Read-Only SQL Queries with the New Analyze Database Function

With the new **Analyze database** function, you can run read-only SQL queries against a connected database directly in Consolidation & Financial Planning, without using a separate database tool. Typical use cases are verifying that data was imported correctly and analyzing the database of a source system. You can open multiple query windows at the same time and compare the data of related tables side by side.

The **Analyze database** function is available in the detail view of the following elements: elements of type **Connection**, data sources for importing data into Lucanet.Financial Warehouse, and data sources of type **Lucanet.Financial Warehouse (#2068)** for importing data into reporting entities.

For more information, see [Analyzing Databases](https://support.lucanet.com/en/documentation/consolidation-financial-planning/imports-journals/analyze-database.md).

#### New App for Copying Postings into Other Consolidation Areas (Consolidation 2)

The new app **[Copy postings into other consolidation areas](https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/copy-postings-into-other-consolidation-areas.md)** lets you copy manual postings and translations with historical exchange rates from one consolidation area to another with a single execution, replacing the manual reconciliation and copy-pasting previously required.

Configure a base and target consolidation area, the consolidation unit assignment between them, and the posting types and folders to include. Each execution replaces the postings created during the previous run, so the app can be re-executed safely at any time.

**Note:** With the current release, the **Cancel posting** setting of a posting (**Cumulative after the last month** or **After every month**) is not copied to the target posting. This feature will be provided with an upcoming release. If needed, activate the setting manually on the target posting after the copy.

#### Search Functionality in Ledgers and Schedules

You can now search for elements — such as items, accounts, formulas, folders, references, and total lines — directly in ledgers and schedules using the new **Search** field in the dimension bar. This is especially useful in large or deeply nested hierarchies, where the element you are looking for can be several levels deep, or hidden behind a collapsed node.

Matching elements are highlighted and you can use the navigation arrows to move between matches.

![Shows the Search field in the dimension bar with the search term 'Asset' entered, matches highlighted throughout the tree view, and the match counter, navigation arrows, and clear button in the search field.](https://support.lucanet.com/assets/docs-images/whats-new/whats-new-cfp/_images/en/search-field.png)
Search field in the dimension bar with highlighted matches

For more information, see [Searching in Ledgers and Schedules](https://support.lucanet.com/en/documentation/consolidation-financial-planning/report-analyze/functions-ledgers-schedules/search-ledgers-schedules.md).

#### Search Field Added to the Assignment Table

Also in assignment tables when importing data into reporting entities, you can now search for elements directly in the **Data source** and **Target** areas. Enter a search term and press **Enter** to run the search; matching elements are highlighted, and you can navigate between results using the arrow keys.

![Shows the search fields above the 'Data source' and 'Target' areas of an assignment table, both outlined in red.](https://support.lucanet.com/assets/docs-images/whats-new/whats-new-cfp/_images/en/search_in_assignment_tables.png)
Search fields in the 'Data source' and 'Target' areas

For more information, see [Assigning Data](https://support.lucanet.com/en/documentation/consolidation-financial-planning/imports-journals/importing-data-into-reporting-entities/assign-data.md).

#### Additional Column Types for Views: Value in % and Exchange Rate

Two new column types are now available when configuring views for ledgers and schedules: **Value in %** displays the value of a column as a percentage of a reference column, and **Exchange rate** displays the exchange rate between the display currencies of two columns.

For more information, see [Creating and Configuring Views](https://support.lucanet.com/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views.md).

#### Option to Hide Drop-Down Lists for Fixed or Unused Dimensions in Views

Views can now be configured to hide the drop-down lists for dimensions that are fixed to a single element or not used in the dimension bar. Activate **Hide fixed or unused dimensions** when creating or editing a view to simplify the dimension bar for its users.

![Shows the 'Configure views' dialog for the view 'My new view' with the 'Hide fixed or unused dimensions' toggle activated and highlighted in red.](https://support.lucanet.com/assets/docs-images/whats-new/whats-new-cfp/_images/en/hide-option-view.png)
'Hide fixed or unused dimensions' option when configuring a view

For more information, see [Creating and Configuring Views](https://support.lucanet.com/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views.md).

### New in Version 260720 (Release date 2026-07-20)

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

#### Change Log to Track All Important Changes in Consolidation & Financial Planning

As of this release, a change log is available in Lucanet Consolidation & Financial Planning. It shows what changed, when, and whether a user or the system did it — covering new entries, edits, deletions, and moves.

You can open the change log from each workspace. It lists the element, its unique identifier, its parent when relevant, the action performed on the element, and, depending on the workspace, additional columns. In the **Journals** workspace, for example, change log entries for manual and Excel Add-In postings additionally offer a **Predecessor** link in the **Version** column that opens the previous version in a new window, so you can compare what changed without leaving your audit trail.

You can sort, filter, and page through the change entries of the log:

![Shows the change log of a posting with sortable 'Date and time' and 'User' columns. The 'Predecessor' links in the 'Version' column are highlighted in red, and pagination controls are shown at the bottom right.](https://support.lucanet.com/assets/docs-images/whats-new/whats-new-cfp/_images/en/predecessor-link.png)
Sorting, filtering, and paging through change log entries

#### Drill-Down to Original Document in Cloud-Based Document Management Systems

You can now open the original source document for a posting stored in your Document Management System (DMS) via the **Show postings** dialog.

To enable this function, a DMS script for opening scanned documents must be configured in the data source used for the import.

A new **Executed on** field in the data source lets you choose whether the script runs on the server or a Script Execution Application (SEA).

This new feature is supported for cloud- and web-based document management systems, including SharePoint.

#### Inventory Consolidation Supported in Consolidation 1

Consolidation 1 now also supports wizard-assisted **Inventory consolidation**, as an elimination type for intercompany profit or loss contained in stock.

In the **Consolidation areas** workspace, you can configure default values per consolidation area, including the balance sheet items that contain the profit or loss, the contained profit or loss portion, and optional deferred tax and reclassifications within the P&L and/or the balance sheet. Deviating values can be defined per pair combination.

In the **Journals** workspace, the **[Inventory consolidation](https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-1/create-configure-consolidation-wizards/wizard-inventory-consolidation.md)** wizard applies these settings per intercompany relationship and lets you refresh and override the percentages before saving.

![Shows the Inventory consolidation wizard with the intercompany relationships list, the editable percentage fields, and the resulting postings grouped by category.](https://support.lucanet.com/assets/docs-images/whats-new/whats-new-cfp/_images/en/inventory-conso-wizard.png)
Inventory consolidation wizard

#### Changed Functional Scope of Consolidation 2 Apps

##### App for Equity Elimination Supports Transitions From Equity Method to Full Consolidation

The app for **Equity Elimination** now automates all required consolidation steps when an associate transitions from the equity method to full consolidation. When you enter the change in consolidation method in the master data administration, the app automatically:
- Reverses previous entries related to the equity method calculation
- Executes all required equity elimination steps according to full consolidation.
- Posts the goodwill or negative consolidation difference resulting from initial consolidation. Direct and indirect non-controlling interests are recognized where applicable.

The transition can be executed at the beginning or end of the period. IC transfers are not yet supported.

##### App for Data Transfer and Proportioning Supports Transfer of Historical Exchange Rates

The app for **Data Transfer and Proportioning** now supports the transfer of historical exchange rates from organization elements to consolidation units. This transfer is configured in the **Settings** step in the **Data transfer includes** section. The **Historical exchange rates** check box can only be activated together with **General ledger and subledgers**: if you deactivate **General ledger and subledgers**, **Historical exchange rates** is automatically deactivated as well. There is no dependency on **Statistical ledgers**.

![Shows the 'Settings' step of the app for data transfer and proportioning. The 'Data transfer includes' section shows the check boxes for 'General ledger and subledgers', 'Historical exchange rates', and 'Statistical ledgers'.](https://support.lucanet.com/assets/docs-images/whats-new/whats-new-cfp/_images/en/data-transfer-historical-exchange-rates.png)
'Historical exchange rates' check box on the 'Settings' step

For more information, see [Transferring and Proportioning Data](https://support.lucanet.com/en/documentation/consolidation-financial-planning/consolidation/consolidation-2/data-transfer-and-proportioning.md).

#### New Keyboard Shortcuts Available for Tables and the Detail View

As of now, additional keyboard shortcuts are available for tables and the detail view, allowing you to work faster without a mouse.

All shortcuts are also accessible with ALT key combinations to ensure compatibility across different browsers.

For more information on keyboard shortcuts, see [Using Keyboard Shortcuts.](https://support.lucanet.com/en/documentation/consolidation-financial-planning/general-functions/using-keyboard-shortcuts.md)