General Functions

Last modified on 2024-08-15

Overview

The Lucanet CFO Solution Platform provides you with a number of general functions for purposes such as improving clarity, creating elements and copying values. 


Function

Description


Showing and hiding menus

To show and hide both the main menu and the menus for the individual solutions and functions of the Lucanet CFO Solution Platform:

  • Click the hamburger menu icon to show and hide the main menu, the names in the main menu, and the menu containing the individual solutions and functions.
  • Click the arrow icon to show and hide the menu containing the individual solutions and functions.
  • To hide the names in the main menu and the main menu itself, drag the dividing line between the menu and the main menu to the left.

 

The main menu and the ledger are displayed. The arrow symbol in the lower part of the main menu is highlighted in red. Example: Show Consolidation & Financial Planning menu

Showing and hiding areas

In the Consolidation & Financial Planning solution, you can show or hide certain areas using to make it easier to view items and accounts in the balance sheet. The areas you can show or hide include the Status bar the Dimension bar:

The general ledger is displayed. The options for showing and hiding the status bar and the dimension bar are highlighted in red. Options for showing and hiding certain areas

Changing order

In Consolidation & Financial Planning, you can change the order of elements in the tree view using the context menu command Change order. You can sort elements alphabetically in the Change order dialog, or use drag-and-drop to sort them manually.

The "Change order" dialog is displayed. The dialog shows, for example, the subordinate items of "Non-current assets", the order of which can be changed. 'Change order' dialog

To change the order of views in the tree view, mark the desired view, hold the mouse button, and move the view to the desired position. 


Expanding and collapsing elements

Subordinate levels of elements can be expanded in the tree view to show more details or collapsed to have a better overview. In the tree view, navigate to a folder and open the context menu.

In the tree view of the Reporting and Analyzing functional area, you can also use the context menu for items and accounts to define whether you want to expand all levels, all items, or all accounts in each case.

Displays the context menu for the "Balance sheet" workspace. The menu commands ‘Collapse and Expand’ are framed. The three subordinate menu commands of ‘Expand’, ‘Expand next level’, ‘Expand all items’ and ‘Expand all accounts’ are highlighted. Context menu for expanding an account hierarchy

Adding and editing quick accesses

For certain menu elements, such as dashboards, you can right-click to define quick accesses that will make it easier for you to jump to the areas of the software you use most often.

The dashboard is displayed. In the tree view, the context menu of the 'Dashboard' workspace with the menu command 'Add to quick access bar' is highlighted in red. Add dashboard to the quick accesses

In the quick access bar, you can:

  • Drag and drop the quick accesses to change their Order
  • Delete any quick accesses you no longer need

When the access permissions for a user are changed, the quick accesses will be shown or hidden accordingly. The quick accesses only work for the solutions and workspaces to which the user has access.



Function

Description


Bold format

You can use the Bold format option to highlight important elements, such as certain items, formulas, and folders, in the workspaces under Reporting and Analyzing. To do so, navigate to the detail view of the desired element, open editing mode, and activate the Bold format check box.

To format elements in bold, you need the write permission for the respective workspaces. You can assign read and write permissions in the User management workspace of the Lucanet CFO Solution Platform (see Creating and Editing Users for the Lucanet CFO Solution Platform). The detailed permission for access to individual workspaces is still granted in Lucanet.Financial Client.


Creating, copying, cutting, pasting, and deleting elements

The functions used to create, copy, cut, paste, and delete elements in the tree view are available in workspaces below the Reporting and Analyzing functional area. The functions are currently available in the tree view of ledgers and schedules, and also for views. For this purpose, navigate to the desired element in the respective tree view and proceed as follows:

  • In the tree view of a ledger or schedule, open the context menu to choose the desired function.
  • In the tree view of a view, click the three dots icon to choose the desired function.
Ein Kontextmenü zu einer Position wird angezeigt. Der Menübefehl "Kopieren" ist hervorgehoben. 'Copy' menu command in the context menu of an account

Copy as link

The Copy as link context menu command can be used to copy a link to an element to the clipboard and then paste it, for example, in MS Word or MS Excel documents. When using the link in an external application, the Lucanet CFO Solution Platform and the corresponding database will be launched when a user clicks the link.

This function is currently available only in the Reporting and analyzing workspace.


Viewing element properties

You can use the Properties context menu command to display the respective element properties and edit them, for example accounts and items can be configured (see Elements in Ledgers and Schedules).


Filtering elements

In the User management area, you can filter the entries in each column by user name, e-mail address or permissions. To do this, click the hamburger menu icon and activate the check box for the entries you wish to filter.



Function

Description


Copying columns

Column contents can be copied and reused else where. To do so, navigate to the desired table column and copy the column to the clipboard with a right click | Copy or Copy with headers.

Das Kontextmenü zu einer Wertspalte wird anzeigt. Die Menübefehle "Kopieren" und "Kopieren mit Kopfzeilen" sind hervorgehoben. Context menu for copying column contents


Function

Description


Calculating the total and minimum, maximum, and mean values

In the Lucanet CFO Solution Platform, you can view the total and the minimum, maximum, and mean values of certain values, such as values from the balance sheet on the status bar or values in the Show postings dialog. Select the desired values to display the total on the status bar. Click the three dot icon to display the minimum, maximum and mean values.

Displays an example of the totals display and other values in the balance sheet. Two values in the balance sheet are outlined in red. The number of selected values, their total, minimum, maximum and mean values are displayed in the lower section of the view. Example of displaying totals and other values in the balance sheet

Limiting the number of work­spaces

The available workspaces can be limited or extended when selecting elements. To do so, click Select workspaces, for example, to create a KPI card in the Dashboard workspace:

The 'Create Widget' dialog is displayed. The 'Select workspace' button below the search field is highlighted. Select workspace when creating or editing a widget

Choose additional workspaces by activating the check boxes or limiting the selection. 


Displaying additional information

A comment icon indicates that additional information is stored in the software for a particular entry, e.g. the exact posting date for the display of values of a posting in the Journals workspace:

A view with four value columns is displayed. The comment icon is framed in one column. The associated tooltip, which displays the date, is outlined in red. Comment icon with display of a date in the tooltip

Changing column widths

The context menu with the options 'Autosize this column width', 'Autosize all column widths', and 'Reset columns' is displayed in the column header of an account hierarchy. Menu of a column header in an account hierarchy

For a better overview, certain or all column widths can be automatically adjusted or the adjustment of the columns reset in tree views and detail views with tables. To do this, navigate to the header of the desired column and open the context menu to adjust the desired setting.


Copying values

The Copy values context menu command can be used to copy values to a different point within or outside the Lucanet software. To do so, navigate to the desired table value and copy the value to the clipboard with a right click | Copy values. Keep the CTRL key pressed to copy several values simultaneously. 

To copy all values of a column simultaneously, you can click the column header. This automatically marks all cells and allows them to be copied.

Three value columns are displayed. Two values in the middle column are highlighted. The 'Copy 2 values' option is in the context menu is outlined in red. Copying values from an account hierarchy