Simon Wheatley's dashboard

Simon Wheatley replied on February 05, 2010 11:41 to the idea "Make it more obvious which bank account I am uploading statements to" in FreeAgent Central:

Yep, that's the screen I always have a last minute panic on... "am I uploading to the right account!?!".

Good to know about the sort code and account number matching.

S

Simon Wheatley replied on February 01, 2010 18:20 to the idea "Adding manual entries is inefficient if you are not adding them to the current month" in FreeAgent Central:

Ah. I should add that I'm adding these entries from a bookmark in my browser... so normally it would be getting referrer information to return to, but not in this case. Perhaps the above logic could cater for situations where referrer information is not available?

Simon Wheatley replied on February 01, 2010 16:35 to the question "PayPal currency recognition" in FreeAgent Central:

I cannot emphasise how difficult this is at the moment. Can you suggest a workflow to identify the transfers between my current and PayPal accounts, where I can upload statements for my current account but have to create manual entries for my PayPal account.

Simon Wheatley shared an idea in FreeAgent Central on February 01, 2010 15:40:

Adding manual entries is inefficient if you are not adding them to the current month

When you've added a manual bank entry, it would help if you were redirected to the screen for that bank account for the month of the entry you have just made.

Currently when you add a manual entry for Jan (but the month is currently Feb), the work flow is:

# Make manual entry
# Land on Feb screen
# Select Jan
# Check the entry went in correctly
# Add another (rinse and repeat)

It would be great to land on the Jan screen at step 2, which would allow the user (me) to skip step 3. :)

Simon Wheatley replied on February 01, 2010 15:27 to the question "PayPal currency recognition" in FreeAgent Central:

I'm keen to see this functionality as soon as possible. I'm in purgatory here, adding bank transfers, payments and refunds as manual entries for PayPal!

Simon Wheatley shared an idea in FreeAgent Central on February 01, 2010 14:27:

Make it more obvious which bank account I am uploading statements to

Currently it is impossible to do a last minute check on which account I am uploading to before clicking "Upload Statement". It'd be nice to be able to see at a glance where it was going to go.

Simon Wheatley shared an idea in FreeAgent Central on January 21, 2010 09:29:

Use more precise and friendly page titles

The HTML page titles for bank accounts, the text displayed in the top of the window in your browser could be more helpful; currently it reads "FreeAgent : Bank Accounts : Show". It would be more helpful if my name for the account being shown was visible, e.g. "HSBC Current : Show: Bank Account : Freeagent".

This change would make it possible to tell the difference between different tabs with different accounts open (currently: http://bit.ly/5ldU4B). It would also be possible to tell the which bank account you are looking at once you had scrolled past the heading (currently: http://bit.ly/5TCNId).

Simon Wheatley marked one of Mike Wilson's replies in FreeAgent Central as useful. Mike Wilson replied to the idea "Idea for a tool to attach physical receipts to transactions".

A comment on the idea "Idea for a tool to attach physical receipts to transactions" in FreeAgent Central:

Any more news on that receipt scanner, Mike? – Simon Wheatley, on January 17, 2010 11:46