How can I import my Way2Wealth PMS statement to MProfit?

[Shweta Rathod]

1. Login to your Way2Wealth back-office.





2. Go to Reports. Next, click on Reporting Server.





3. On this page, click Analytical Report in the left menu and then select Transaction Statement.





4. Select all required details. Next, click Apply.





5. Once your Transaction Statement Report loads on the screen, click As PDF at the top right to export the file as a PDF.





6. In MProfit, select the "Way2Wealth Transaction Stmt. MF - PDF (v1)" template and import your PDF file.





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