Announcement

Collapse
No announcement yet.

How to import the Phillip Capital Backoffice (Multi Date / Single Client) in MProfit?

Collapse
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • How to import the Phillip Capital Backoffice (Multi Date / Single Client) in MProfit?

    Click image for larger version  Name:	logo.png Views:	1 Size:	30.3 KB ID:	471

    1. Login into Phillip Capital Backoffice.




    2. From left panel click on Share Reports option. Locate "09 Digital Contracts" and click on it.







    3. Now as per your requirement select "BSE CM - Multi Date / Single Client" or "NSE CM - Multi Date / Single Client".





    4. Enter Search Parameters (Date and Party) and click on Submit button.




    4. Once the report is generated Select all text (CTRL+A) and copy it. Open Excel and paste the data in it and save it as Excel 97-2003 workbook format.


    5. From MProfit Software use "Phillip Capital - Multi CN's - Excel" Template to import it.


    Click image for larger version  Name:	import.PNG Views:	1 Size:	9.9 KB ID:	469


    6. Here is the image of the Sample Back-office file from Phillip Capital.


    Click image for larger version  Name:	Phillip_Capital_Multiple_CNs_Excel123.png Views:	1 Size:	14.4 KB ID:	470
    Last edited by Shweta Rathod; 26-02-18, 11:41 AM.
Working...
X