Скачать или смотреть How to manage Investors' Monthly ROI with Excel (VBA) Template: Part 2 Video Demo

This is a continuation of the video demo on the Monthly ROI Excel (VBA) Template. In case you are yet to see the part 1 video, here is the link:    • How to manage Investors' Monthly ROI with ...  

This Excel Template will be useful to you if you run an investment company where Investors deposit funds into your platform and you pay them monthly interest or Return on Investment (ROI) for a number of months before their Investment Maturity Date. You can perform the following tasks:
1. Create Account for every Investor: The Template assigns an automatic Investor ID to every Investor.
2. Create Account for every Referrals. If you run a commission based Referral system where you pay a percentage as commission to people who referred Investors to your platform.
3. Create and manage Multiple Investments for all Investors, track when there ROI is due for payment and reports on when you have completed payment for ROI on the Investment.
4. Record all ROI paid to an Investor, record all commission paid to a Referral and generate a report for all payments.
5. Track status and details of all Investments and Investors.

In this Part 2 Video, we have explained how to perform the following tasks when using this Template:
1.Register a new Staff: 00:48
2. Set up Admin privileges: 02:50
3. Set up a new user: 03:01
4. View Login Log: 04:10
5. Create account for a Ref: 04:49
6. Update the bank list: 07:56
7. View Investors Details and Status: 08:45
8. Create Investors Account: 13:43

This Template is not listed on our Free Template page (http://www.theaccountsolutions.com/p/..., however, if you need a demo template kindly make a request here http://www.theaccountsolutions.com/p/... and type "Monthly ROI Tracker" in the filed for "Type of Template".

There are options for further customization if the features of this Template do not provide solutions to all that you are looking for. Just reach out to us.

This Video is part of the Demo Videos for this template. See link to other parts of this tutorial:
Part 1:    • How to manage Investors' Monthly ROI with ...  
Part 3:    • How to manage Investors' Monthly ROI with ...  
Part 4:    • How to manage Investors' Monthly ROI with ...  
Part 5:    • How to manage Investors' Monthly ROI with ...