Getting Started
10 articles tagged with “Getting Started”
How to Generate a Financial Statement
An overview of the seven-step process for generating a financial statement in Luca, from entering your UEN to downloading the finished Word document.
How to Manage Team Members
Learn how to invite, edit, and remove team members in Luca, including role assignment and activation workflows.
How to Use the File Upload Function
Our file upload feature is designed to make it easy for you to bring your accounting data into our platform, saving you time and effort when preparing financial statements.
What Files Do I Need to Prepare Financial Statements in Luca?
List of documents required for FS generation in Luca.
For Users Who Prepare Accounts in Excel with GL Names Across Columns
If you prepare your accounts in Excel and your General Ledger (GL) names are placed across the columns instead of down the rows, this article is for you. It explains how to reshape your data so it can be imported smoothly into Luca.
How to Edit the Generated Financial Statements
How to edit your FS in Word: add rows, apply styles, and keep it clean.
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