SteveT
Member of DD Central
Posts: 6,874
Likes: 7,919
|
Post by SteveT on Mar 28, 2016 12:33:12 GMT
We have been discussing best way to achieve this. Would welcome some feedback. My suggestion at the moment is to retain 'MT' (standalone), for all loans with a unique borrower. Then for all loans with the same borrower to go in the format 'MTAA', 'MTAB', 'MTAC', .... MoneyThing Ed, many thanks for adding further identification of the MT borrowers, much appreciated
|
|
|
Post by MoneyThing on Mar 28, 2016 13:33:18 GMT
Hi Butch
Thanks for the quick response that's how I remember it. However today when I logged on its been rearranged and the sell cell seems to have disappeared !
James I have sometimes found this if the page is "zoomed". Try zooming out a little. Afternoon. We have just shortened some of the column widths (introducing breaks in column titles), so the full width should be viewable on smaller screens without scrolling. Regards, Ed.
|
|
jamesc
Member of DD Central
Posts: 447
Likes: 253
|
Post by jamesc on Mar 28, 2016 14:49:09 GMT
Thanks Ed that's really helpful and quick.
|
|
SteveT
Member of DD Central
Posts: 6,874
Likes: 7,919
|
Post by SteveT on Mar 28, 2016 16:50:33 GMT
MoneyThing Ed, as the two Bolton tranches have separate loan numbers and are much larger than most other "single loan borrower" MT-direct loans, would it be possible for them to be given their own unique borrower identifier (MTAH) ? Thanks.
|
|
|
Post by MoneyThing on Mar 28, 2016 18:00:10 GMT
MoneyThing Ed, as the two Bolton tranches have separate loan numbers and are much larger than most other "single loan borrower" MT-direct loans, would it be possible for them to be given their own unique borrower identifier (MTAH) ? Thanks. Sure - done. Ed.
|
|
spiral
Member of DD Central
Posts: 962
Likes: 484
|
Post by spiral on Mar 29, 2016 7:51:01 GMT
MoneyThingGreat to see borrowers grouped by loan ID now. Will the statements be revamped to include the new loan ID's historically? I see they currently show the old ID's so going forward, reconcilling will be a nightmare. If not, is it possible you could include a before and after table that can be used as a lookup in excel. Thanks.
|
|
LittleBear
Member of DD Central
Posts: 98
Likes: 76
|
Post by LittleBear on Mar 29, 2016 12:16:15 GMT
Nice to see some really useful updates being made to the site.
I have two requests for the Export to Excel function for my statement. Firstly, as someone else has said, the dates are exported as text rather than dates, which is fairly easily resolved, but messes up my pivot table every time when I forget!
Secondly, I would find it really useful to have an extra column for the type of transaction for each line of the statement. At the moment, I have to do this manually, which is tedious. If each line was identified as Deposit, Withdrawal, Purchase, Sale, Repayment or Interest, then it would make it much quicker for me to organize my accounts. I can't be alone in this, can I???
|
|
SteveT
Member of DD Central
Posts: 6,874
Likes: 7,919
|
Post by SteveT on Mar 29, 2016 12:24:37 GMT
Secondly, I would find it really useful to have an extra column for the type of transaction for each line of the statement. At the moment, I have to do this manually, which is tedious. If each line was identified as Deposit, Withdrawal, Purchase, Sale, Repayment or Interest, then it would make it much quicker for me to organize my accounts. I can't be alone in this, can I??? You're not; I suggested this a while back as it's a devil of a job to extract / deduce the transaction "Type" from the Details column (especially when entry formatting changes over time). A challenge for Shuang would be to add in the Type for the historic transactions as well as new entries
|
|
|
Post by mrclondon on Mar 29, 2016 18:59:52 GMT
MoneyThing - "(MT271) RENEWAL of (MTAB190) Used Car Dealer Loan" is this deliberate or should it be MTAB271 ? (Apologies if someone else has already asked about this)
|
|
|
Post by MoneyThing on Mar 29, 2016 19:04:07 GMT
MoneyThing - "(MT271) RENEWAL of (MTAB190) Used Car Dealer Loan" is this deliberate or should it be MTAB271 ? (Apologies if someone else has already asked about this) Thanks - missed that one. Now corrected. Regards, Ed.
|
|
spiral
Member of DD Central
Posts: 962
Likes: 484
|
Post by spiral on Mar 30, 2016 6:55:27 GMT
MoneyThing Will the statements be revamped to include the new loan ID's historically? I see they currently show the old ID's so going forward, reconcilling will be a nightmare. If not, is it possible you could include a before and after table that can be used as a lookup in excel. Thanks. MoneyThingYou never replied to this, is it being considered or are we on our own to sort this out?
|
|
|
Post by MoneyThing on Mar 30, 2016 7:07:37 GMT
MoneyThing Will the statements be revamped to include the new loan ID's historically? I see they currently show the old ID's so going forward, reconcilling will be a nightmare. If not, is it possible you could include a before and after table that can be used as a lookup in excel. Thanks. MoneyThing You never replied to this, is it being considered or are we on our own to sort this out? Morning. We are just looking into this now to see if we can back populate the statement table. Might take a little while but we should be able to. Bear with us. Regards, Ed.
|
|
spiral
Member of DD Central
Posts: 962
Likes: 484
|
Post by spiral on Mar 30, 2016 7:25:36 GMT
Morning. We are just looking into this now to see if we can back populate the statement table. Might take a little while but we should be able to. Bear with us. Regards, Ed. Many thanks, no rush (within reason) I just wanted to know if it was being investigated before I attempted the exercise myself.
|
|
paulgul
Member of DD Central
Posts: 401
Likes: 92
|
Post by paulgul on Mar 30, 2016 9:19:28 GMT
MoneyThing I haven't read this complete thread so sorry if this has already been brought up, on the "My Repaid Loans" tab one of the columns is headed "Interested Expected", as the loans have been repaid shouldn't this be "Interest Received". I'm not a fan of having the renewed loans renumbered, it makes a lot of work for me now to go back through my list and renumber them all - a pain in the rear
|
|
|
Post by MoneyThing on Mar 30, 2016 11:27:54 GMT
MoneyThing I haven't read this complete thread so sorry if this has already been brought up, on the "My Repaid Loans" tab one of the columns is headed "Interested Expected", as the loans have been repaid shouldn't this be "Interest Received". I'm not a fan of having the renewed loans renumbered, it makes a lot of work for me now to go back through my list and renumber them all - a pain in the rear Afternoon, Our apologies - well spotted. This should indeed be "interest Received" (as per the Excel export). Will get this changed. I can appreciate your frustration, however whilst from a borrower perspective the likes of the AE & CS loans are continuous, from a lender perspective they are treated as new loans each 6 months in length (with the option for lenders to opt-out of rolling over their capital). As such we need to be able to identify them differently, but there might be something here we can do to maintain the original IDs. Will review. With respect to the MT 6 month loans that are renewed - these are undertaken with new Loan Agreements with the borrower (non continuous), and therefore these should be new IDs. Kind regards, Ed
|
|