JamesFrance
Member of DD Central
Port Grimaud 1974
Posts: 1,323 
Likes: 897
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Post by JamesFrance on Jan 6, 2015 15:56:53 GMT
As there is a day or two between transferring funds by bank transfer and the amount appearing in our cash accounts, would it be possible for this to trigger an email so that the money can be moved to an investment account as soon as it appears?
It is necessary to keep watching the site at the moment, which means logging in frequently. I found ReloadEvery was running on all the tabs for some reason, which caused me trouble, so I disabled it for now.
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Post by davidricketts1 on Jan 6, 2015 16:12:50 GMT
As things stand JamesFrance what generally happens is funds should be credited to your lender account the next working day after they show in the AC bank account.
This is a manual process currently that one of my colleagues currently undertakes every morning and you should generally see the funds in your account at either 9, 9.15 or 9.30 (it updates every 15 minutes after we undertake the manual process).
This only works if you correctly put your lender reference on the reference for the bank transfer as it then does it automatically. If you don't then again it's a manual process so add an extra 15 - 30 minutes to allow for this to get done.
One for chris as to whether an email can be automatically generated. I'd think it probably can be but would suggest there are probably higher IT priorities.
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Post by pepperpot on Jan 6, 2015 17:29:54 GMT
It is necessary to keep watching the site at the moment, which means logging in frequently. I found ReloadEvery was running on all the tabs for some reason, which caused me trouble, so I disabled it for now. I use ReloadEvery on FF for a number of sites, never had a problem with it. But I only use it on the one page I leave open all the time (usually Summary page) not on multiple tabs. It only takes one tab to be re-loaded to keep you signed in. HTH
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sl75
Posts: 2,092
Likes: 1,245
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Post by sl75 on Jan 6, 2015 17:42:32 GMT
As there is a day or two between transferring funds by bank transfer and the amount appearing in our cash accounts, would it be possible for this to trigger an email so that the money can be moved to an investment account as soon as it appears? Even better would be to nominate an investment account into which any funds in the cash account will be swept... as well as new deposits, this would also catch funds being withdrawn from other accounts.
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Post by chris on Jan 6, 2015 22:29:06 GMT
As there is a day or two between transferring funds by bank transfer and the amount appearing in our cash accounts, would it be possible for this to trigger an email so that the money can be moved to an investment account as soon as it appears? Even better would be to nominate an investment account into which any funds in the cash account will be swept... as well as new deposits, this would also catch funds being withdrawn from other accounts. We're going to give you different references you can use to send funds directly into each investment account. That would allow you to set up different standing orders for each account, for example. Should be live in January.
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JamesFrance
Member of DD Central
Port Grimaud 1974
Posts: 1,323
Likes: 897
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Post by JamesFrance on Jan 7, 2015 10:04:29 GMT
It is necessary to keep watching the site at the moment, which means logging in frequently. I found ReloadEvery was running on all the tabs for some reason, which caused me trouble, so I disabled it for now. I use ReloadEvery on FF for a number of sites, never had a problem with it. But I only use it on the one page I leave open all the time (usually Summary page) not on multiple tabs. It only takes one tab to be re-loaded to keep you signed in. HTH I am also using a modified version of FF called IceDragon. The problem was that I would enable ReloadEvery on one Assetz page but it then operated on other web sites pages as well, so some actions were repeated unintentionally. With every other site I use, Lastpass will automatically log me back in when refreshing a page, but that doesn't work with Assetz because of the security question, which is annoying.
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