n
Member of DD Central
Yet another Nick
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Post by n on Dec 5, 2016 12:45:54 GMT
"Maybe the report generator simply needs to append an '.xlsx' extension to the output file?" Scratch that - just tried manually renaming it and still generated the same message. Also, I'd second scubabeer's suggestion of going down the CSV route.Ian.. Thirded.
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Post by ablrate on Dec 5, 2016 12:49:40 GMT
Hi Guys
Just looking into this now.
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Post by ablrate on Dec 5, 2016 14:41:43 GMT
Hi All
OK... will be a CSV file when downloading... should be up and running on live in the next 30 mins.
Regards Ablrate
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n
Member of DD Central
Yet another Nick
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Likes: 461
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Post by n on Dec 5, 2016 14:45:46 GMT
Hi All OK... will be a CSV file when downloading... should be up and running on live in the next 30 mins. Regards Ablrate Purfik
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rogerbu
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Post by rogerbu on Dec 5, 2016 16:00:14 GMT
@colleteral Is there a reason that the £ sign doesn't format correctly in either Excel of WPS
ie. A record appears as - £7.40 Capital paid on loan Portacabin Finance for Catfoss Cabin Hire Ltd
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Post by ablrate on Dec 5, 2016 16:17:47 GMT
@colleteral Is there a reason that the £ sign doesn't format correctly in either Excel of WPS ie. A record appears as - £7.40 Capital paid on loan Portacabin Finance for Catfoss Cabin Hire Ltd Hi - will take a look.
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Post by ablrate on Dec 6, 2016 13:06:22 GMT
Hi All We are just uploading the filtering system on your Financial History, so have a play with that and let us know. It is live now. The image below shows what it does. Just note you can click as many of the filters as you want to make up the downloadable data that you need. Regards Ablrate
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n
Member of DD Central
Yet another Nick
Posts: 879
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Post by n on Dec 7, 2016 9:49:49 GMT
Hi All We are just uploading the filtering system on your Financial History, so have a play with that and let us know. It is live now. The image below shows what it does. Just note you can click as many of the filters as you want to make up the downloadable data that you need. Regards Ablrate Just a tiny gripe. When the filters are shown the selection boxes disappear if the width of the browser window is reduced below a certain level. It would be better to prevent the width of the 'My Financial Account' panel from falling below a number of pixels rather than a % of window width.
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Post by ablrate on Dec 7, 2016 12:34:00 GMT
Will take a look at that....
Today we have fixed a potential problem on the input fields on the SM, where a double click (and therefore a double sell/buy) could happen if a user got a little impatient nd clicked twice. The execute button is now disabled once clicked and text changes to 'Processing'
Regards Ablrate
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SteveT
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Post by SteveT on Dec 7, 2016 14:32:44 GMT
ablrate, just FYI, it looks like the loan number isn't consistently being included in transactions records. I made 2 recent PM purchases in the same loan; yesterday's showed the loan number but today's does not: 06/12/2016 12:11 Investment -£204.00 £0.46 Buy £204.00 on loan #1000056 - Portfolio of Diversified Lease Receivables 07/12/2016 14:26 Investment -£74.00 £0.83 Buy £74.00 on loan Portfolio of Diversified Lease Receivables Also, I've not yet seen any "Secondary Trade" transaction record that includes the loan number.
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Post by ablrate on Dec 7, 2016 16:22:40 GMT
ablrate , just FYI, it looks like the loan number isn't consistently being included in transactions records. I made 2 recent PM purchases in the same loan; yesterday's showed the loan number but today's does not: 06/12/2016 12:11 Investment -£204.00 £0.46 Buy £204.00 on loan #1000056 - Portfolio of Diversified Lease Receivables 07/12/2016 14:26 Investment -£74.00 £0.83 Buy £74.00 on loan Portfolio of Diversified Lease Receivables Also, I've not yet seen any "Secondary Trade" transaction record that includes the loan number. Hi Stevet On the new one we put the loan number in the text, and then the developer surprised us by delivering the loan numbers across the board, so we removed it as it would have been listed as 1000056 - #1000056 Portfolio...... So generally it is not taking into the commentary, but wif you woulf prefer it to be taken into the commentary then we should be able to do that Regards Ablrate
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SteveT
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Post by SteveT on Dec 7, 2016 17:17:08 GMT
On the new one we put the loan number in the text, and then the developer surprised us by delivering the loan numbers across the board, so we removed it as it would have been listed as 1000056 - #1000056 Portfolio...... So generally it is not taking into the commentary, but wif you woulf prefer it to be taken into the commentary then we should be able to do that. Ideally every transaction in "My Financial Account" (other than cash transfers) should show the loan number involved, ideally in a separate sortable / filterable column. Failing that, the loan number should be included within the "Comments" text.
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blender
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Post by blender on Dec 7, 2016 17:27:51 GMT
How about putting the loan number on 'Active Bids, offers and pledges'? It's more useful than the words.
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james
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Post by james on Dec 7, 2016 18:35:49 GMT
So generally it is not taking into the commentary, but wif you woulf prefer it to be taken into the commentary then we should be able to do that Better a dedicated column. As discussed in the Tax 2015/2016 thread we'll need it for reporting and it's much easier to grab in its own column. A standard URL that takes you to the loan details based on the loan ID in the URL and nothing from the loan description would also be useful sometime, with variants for the other parts of the loan info.
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Post by ablrate on Dec 7, 2016 18:58:42 GMT
Hi all Will take a look at those.. It was requested that we have a 'Total Funds on Ablrate' being available funds, plus active bids and bods on proposed loans.... might be deployed tonight maybe in the morning.. Here is a preview... there is also a roll over 'tool tip'
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