Mid and End of Month Upload Instructions.

• Client Login from www.management-one.com to your private account
• Go to the "my office" tab
• Click on or select "file upload" (second on list)
• Capture the file created from your pos system using the browse. Double click on the file to load it to the box on the m1 screen.
• Choose month to date & Hit submit
• Click on data entry if you wish to review the data – do not finalize the plan on demand monthly progress upload
• You can go directly to the report page at this point to prepare the plan on demand or class progress report
• Prepare the plan on demand (contact your affiliate for the correct format to run by setting the radio buttons correctly) and/or class progress (enter the date that the ending date on the export file) report and submitting.
• When you run the report, an icon will appear. Double click the icon and the report will come up on your screen.

• Login to your Private Account
• Go to the "MY OFFICE TAB" Page
• CLICK ON OR SELECT "FILE UPLOAD" (SECOND CHOICE)
• Capture the file created from your POS system using the BROWSE . Double click on the file to load it to the box on the M1 screen.
• Choose END OF MONTH & HIT SUBMIT
• CLICK ON THE DATA ENTRY IF YOU WISH TO REVIEW THE DATA
• WHEN THE DATA IS CORRECT FINALIZE. THE THIRD CHOICE ON THE MY OFFICE SCREEN IS FINALIZE. YOU MUST FINALIZE EOM ENTRIES BEFORE PROCESSING CAN BEGIN. ALL LOCATIONS MUST BE FINALIZED