How To Send Management Balance Confirmation.
Firmway Customer Service
Last Update 3 jaar geleden
1. File Upload & Commit
- Click on the Confirmation > Upload tab from the left panel.
- Select Audit Type (eg. Management Audit)
- Select the Confirmation Type. (eg. Balances / Bank Balances)
- Select the Company for which you want to send the confirmation.
- Select the Branch for which you want to send the confirmation. (eg. All , Mumbai)
- Select the Date of Confirmation. (eg. 31 March)
- Click on Next.
- Under Send ledger select NO. Select YES if the details are filled in the Attachment sheet in the excel file.
- Select the Excel File which you want to upload.
- Give a File-Name for your reference.
- Click on Upload.
- Click on Next to proceed
- To move ahead click on Commit > Commit It.
2. Verify & Send Confirmation
- Click on Verify > Verify It.
- Click on Send Confirmation.
- Click on the Send reminder select option from the dropdown.
- Select the Email id from which you need to send Confirmation from the dropdown.
- Select the contact Person Name and Contact Number.
- When To Send select Send Now or Schedule for a later date
- Click Send Confirmation to trigger the send the confirmation request.
All confirmation will be triggered within 2 minutes. Refer Tracking & Report guide for further actions.