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Online Back Office is user friendly software to view\download report related to the daily trades. It is browser based software no need to download. It.

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Presentation on theme: "Online Back Office is user friendly software to view\download report related to the daily trades. It is browser based software no need to download. It."— Presentation transcript:

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2 Online Back Office is user friendly software to view\download report related to the daily trades. It is browser based software no need to download. It is easily accessible from internet. It is also provide the many useful reports in PDF Format/Excel Format like Ledger Balance, Net Position (As on date/Date Range), Contract Notes, Trade Confirmation, MTM Bills, Margin Utilization, Closing Price. Online Back Office has multi level login facility i.e. 1. Client Login:- Client can view/Download report for particular accounts only. 2. Branch Login:- Branch can login with Branch login user Id and can view all clients reports map under that particular branch. 3. Region Login:- Regional Head can login with his Region login User Id and can view all reports of all branches and clients map under that particular region. All reports can be view also branch wise and client wise.

3 Open your internet browser and type and then click on Back Office in the right of your page.www.karvycomtrade.com Click here for Login

4 Enter your user Id and Password in respective field and then click on login.

5 Click on arrow sign as given below CLIENT CAN CHANGE PASSWORD HERE

6 MAIN PAGE

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8  Profile :  Directory :- By clicking on this option you can see the detail or yours account and useful links.  Detail :- By clicking here you can see your account detail  Banks :-By clicking here you can see your mapped bank Accounts Nos.  Brok :-By clicking here you can see brokerage charges.  Fin.lgr :-By clicking here you can see financial ledger as on date.  Netpos :-By clicking here you can see your net position.  Conf :-By clicking here you can see trade confirmation of a particular date.  Financial :  Dr/Cr Summ. :- By clicking here can view Dr/Cr. Summary.  Fin.Ledger :- By clicking here can view Detail ledger.  Reports :  Trade Conf. :- By clicking here can view trade confirmation.  N.Pos(Day) :- By clicking here can view as on date Net position.  N.Pos(Date) :- By clicking here can view trade confirmation in date range.  Bills :- By clicking here can view MTM bills.  Clos.Price :- By clicking here can view closing price for last day.  Brk.Qry :- By clicking here can view Brokerage charged for the day.  Cont.Note :- By clicking here can view Contract Notes.

9 CLICK ON DIRECTORY

10 HOW TO VIEW LEDGER After clicking on Fin.lgr follow instruction as given below

11 HOW TO VIEW NET POSITION AS ON DATE? Click on Reports then follow instruction given below..

12 HOW TO VIEW NET POSITION IN DATE RANGE? Click on Reports then follow instruction given below..

13 HOW TO VIEW MARGIN UTILIZE After click on Report follow the instruction ….

14 HOW TO VIEW CONTRACT NOTES After click on Report follow the instruction ….

15 Developed By: Moin


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