Import a Excel spreadsheet of finance trail commissions and email, print or export as a PDF.
- Click {Finance} < { Import Trail} - opens the import wizard.
- Set the date.
- Select or drag and drop the Excel file to be imported.
- Select the worksheet.
- Match the columns to the imported spreadsheet headings.
- Click {Import]
- Use the tool bar to sort, expand, delete, print, email or save as a PDF.
- Click [Close] to exit the import wizard
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