Adding Fixed Deposits for Clients : InvestWell Helpdesk

How can we help you today?

Modified on: Sun, 15 Aug, 2021 at 12:08 PM

Go to Data Management menu >> Create Transaction menu >> Fixed Deposit tab.

You can click on Add Transaction to add FD one by one.

Or You can click on Bulk upload >> Download Sample excel file >> Upload that to update in bulk.

There's no duplicate check in Bulk upload of FD so update data incrementally only.

Did you find it helpful? Yes No