How do I import JM Financial MF Transaction Report from subbroker login in MProfit ?

[Shweta Rathod]

1. Login to JM Financial Backoffice.





2. Click on Primary and Select My Transaction Report.





3. Select all details and click on Generate Report.





4. Click on Excel icon to export the file.





5. File will be downloaded in excel format. You need to open the excel file and save as "Excel 97-2003 workbook" format.


6. From MProfit Software use "JM Financial - Transactions Report - Excel" Template to import it.





7. Here is the image of the sample back-office file from JM Financial.