Import tool for a provided Excel spread sheet file containing trail fees and client/broker allocations that you wish to import into the CompleteEmpire eco system for reporting and record purposes.
- To open the import tool click in the Main Menu {Finances} > {Import Trail}
- Select month, Excel file to import an select the appropriate worksheet.
- Match the worksheet data column to the standard CompleteEmpire import tool column names.
- Click [Import] to import the spreadsheet data.
You can now view the trail history of loan
- Select [Finance] from the {Finance} module in the menu
- Select the desired loan from the {grid view}
- Select the {view} button to view the loan
Once you are in the loan
- Select the {Actions} button
- Select {view trail history}
The {Trail History} will show the [trail] and [net trail] amount as well as the [average loan balance] for the months the loan has been imported into the CompleteEmpire subscription
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