How Can I Recalculate My Monthly Profit Report?

If you change a Deal Template or an Investor Deal and you want to apply the changes to your MPR (Monthly Profit Report), you can do it in two different levels; for one specific Investor Deal or for all the Investor Deals under the Deal Template.

Calculating an Investor Deal:

Step 1: Go to Contacts-> Investor Deal.

Step 2: Open the Investor Deal

Step 3: Click on Calculate MPR.

Step 4: Choose the month and the year of the MPR you want to recalculate.

NOTE: You can see the progress of the process in the Financial Message Queue.

How Can I Recalculate My Monthly Profit Report- Zeevou hub

Calculating All the Investor Deals under the Deal Template:

Step 1: Go to Contacts-> Deal Template.

Step 2: Open the Deal Template.

Step 3: Click on Calculate MPR.

Step 4: Choose the month and the year of the MPRs you want to recalculate.

 

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