Use only Windows Internet Explorer and Mozilla Firefox. Please install Silverlight software on first time login. 1 LD – DIET Back Office Application.

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Presentation transcript:

Use only Windows Internet Explorer and Mozilla Firefox. Please install Silverlight software on first time login. 1 LD – DIET Back Office Application

INTRODUCTION Log in Path : Log in Path : The application can be access from Internet Browser. The new features are : Ledger and transaction statement etc. of all clients in single excel sheet. PIN Option Search Option Ledger, Statements can be exported in pdf. Format. New Look and Feel ! 2

How to Log in.. Select FY and Type User ID and Password. ( Your existing user id and password will remain same.) 3

Cont… Select Company (BPL for Equity and BCBPL for Commodities.) 4

Introduction of Buttons 5

Main Page 6

Pin You can pin your most useable reports in PIN menu for quick navigation. 7

Pin You can customize Pin Option as per your Requirement. 8

Client Master To View Client Details like Contact Details, Brokerage etc. 9

Cont.. Client Master Screen On One Click – You can view all details of the client.. 10

Main Reports 11

Report.. Client Bill 12

Report.. Beneficiary Holding Reports 13

Report.. Payment Request 14

MIS Reports : To View Client Wise T/O 15

Cont.. Turnover Report. You can export all client TO in excel. 16

Client Wise Report Client wise bill Summary, Transaction Summary, Financial Status, Holding Status. 17

How to Extract Reports.. 18

Export to Excel To export ledger of all clients 19

Export to Excel Right Click on “Header” and Export to Excel for any particular client ledger. 20

Others 21

Recent – navigations.. 22

Search 23