How can I import my Way2Wealth Plain Paper Bill (854) to MProfit?

[Shweta Rathod]

1. Login to Way2Wealth back-office.

2. Go to Reports - > Plain Paper Bill (854).





3. Select Company Code as NSE_CASH and BSE_CASH, select the Time Period and click on Generate Report.





4. The file will be downloaded in Excel format. You need to open the Excel file and save as “CSV (Comma delimited) (*.csv)” format.

5. In MProfit, select "Way2Wealth - Plain Paper Bill Excel (v1)" template and import it.





5. Here is the image of the sample back-office file from Way2Wealth.