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Author Topic: Revamping the "My Account - Transaction History"  (Read 2601 times)
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AccountAbility
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Friday Harbor, WA
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« on: September 18, 2008, 09:49:05 PM »

I have used the Transaction History in "My Account" for some time to proof transactions in my own lender records.  But with the new partial repayments coming back as credits, they are all listed as "Loan Repayments".  Before, that meant my loan was paid off completely.  Now, final payments are listed just like all the other "loan repayments".

It would be very helpful if the final payments were called something different, such as "Final Repayment" or some such, so that they were clearly differentiated from all the other loan repayments now populating that transaction history. And using the sort by type would allow us to proof the loans fully paid back.

I know there are work arounds, but this would help, IMHO.

Dan
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Antonia
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« Reply To This #1 on: September 19, 2008, 01:38:50 AM »

I fully agree with you Dan - I have lost control of my repaid loans an I lack the time to find out  Sad
Let's hope Kiva will pick up your suggestion  Wink
Antonia
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P, B and J
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« Reply To This #2 on: September 19, 2008, 07:15:18 AM »

I have used the Transaction History in "My Account" for some time to proof transactions in my own lender records.  But with the new partial repayments coming back as credits, they are all listed as "Loan Repayments".  Before, that meant my loan was paid off completely.  Now, final payments are listed just like all the other "loan repayments".

It would be very helpful if the final payments were called something different, such as "Final Repayment" or some such, so that they were clearly differentiated from all the other loan repayments now populating that transaction history. And using the sort by type would allow us to proof the loans fully paid back.

I know there are work arounds, but this would help, IMHO.

Dan

I've been using the "My Account" > " Transaction History" mostly because of the recent changes on Kiva too.  I agree that it would be nice if the final (loan term completion) payments for loans were somehow distinguished from the partial repayments listed there too.  As it is right now, the only place that I've seen a distinction between the partial repayments and the final loan payments is in the "Your Kiva Credit is now available for use" emails.  There it lists the percentage paid back for each loan that's received a payment.  Example below:

Quote
Hi Jackie XXXXXX,
We'd like to give you a repayment update on the loans you've made
through Kiva.

A total of $XX.XX has been newly repaid!

Your funds are now available as Kiva Credit. Click here to re-lend,
withdraw or donate these funds! Or you can show your friends some Kiva
Love with a Kiva gift certificate.
https://www.kiva.org/app.php?page=account

Below is the repayment update on your Kiva Portfolio:

-------------------------------------------------------------------------------
Aissatou Diouf in Senegal (Activity: Retail)
You Loaned:$25.00
Newly Repaid:$25.00
Total Repaid So Far:$25.00 (100.00% of your loan)
View loan profile at:
http://www.kiva.org/app.php?page=businesses&action=about&id=39701
-------------------------------------------------------------------------------
Bernadette Ndew Ngom in Senegal (Activity: Retail)
You Loaned:$25.00
Newly Repaid:$25.00
Total Repaid So Far:$25.00 (100.00% of your loan)
View loan profile at:
http://www.kiva.org/app.php?page=businesses&action=about&id=39708
-------------------------------------------------------------------------------
[...]

I don't know if they could put the percentage in the "Transaction History" too, or maybe just a "Paid Back" notation (?).  Not sure if that would be complicated in terms of technical feats because I'm no techie.  Smiley

~Jackie~
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Jane Sladen
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http://KivaFriends.org, Halifax NS
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« Reply To This #3 on: September 19, 2008, 09:23:18 AM »

I know I don't have nearly as many loans as many of you do, but I have been taking the lazy way out here:  I just go to My Portfolio, click on "View all my Loans" and do a sort on "Paid Back". This might suffice for some people - depends on how detailed they want their tracking to be.

Jane Sladen.
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Christopher
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« Reply To This #4 on: September 19, 2008, 12:22:52 PM »

Until Kiva comes up with a solution, have you given the latest version of my spreadsheet a try?

It now uses both the loans and transactions and tracks the actual repayments for each loan.

Excel and OpenOffice Calc versions are available.

http://kivatools.org/2008/09/spreadsheets-updated-1-7beta2/
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Wood Fairy Glenda
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« Reply To This #5 on: September 19, 2008, 05:49:35 PM »

'fraid I'm too ignorant for this, Christopher  Embarrassed   But thanks, on behalf of all those KFs who can deal with computers! Thumbs Up Thank You
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Wood Fairy Glenda
AccountAbility
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Friday Harbor, WA
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« Reply To This #6 on: September 19, 2008, 06:43:13 PM »

Until Kiva comes up with a solution, have you given the latest version of my spreadsheet a try?

It now uses both the loans and transactions and tracks the actual repayments for each loan.

Excel and OpenOffice Calc versions are available.

http://kivatools.org/2008/09/spreadsheets-updated-1-7beta2/

Do you know whether the Open Office version works in Linux?  That might be just the critical app to push me to use Ubuntu more.

Dan
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Christopher
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« Reply To This #7 on: September 20, 2008, 02:36:54 AM »

As I understand it OpenOffice is true cross platform, and works just the same on the various different OSes.

Please give it a go and let us know.
C

Do you know whether the Open Office version works in Linux?  That might be just the critical app to push me to use Ubuntu more.

Dan
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B. Right
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Narvik, Norway
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« Reply To This #8 on: September 20, 2008, 04:31:24 AM »

Do you know whether the Open Office version works in Linux?  That might be just the critical app to push me to use Ubuntu more.

Dan

OOo runs on Linux kernel version 2.2.13 or higher, Mac, Windows, Solaris etc.
I run mine from windows vista, windows xp and ubuntu Linux. I use both microsoft office and OpenOffice.org, but OOo is my preferred choice. Also there's a network of people giving support, both online and on phoneline. I actually prefere to pay for support, if I once should need it, rather buying a package which includes support I may never need. Just go to OpenOffice.org and try it out yourself. I mean, what can you lose? It's free.

In Norway the government support development of the program, and its Norwegian language parts of it. And soon the open document fileformat will be standard in all communication to and from the government, along with adobes pdf-format and Bills DOC-files. The Norwegian govt luckily saw the madness of having "poor" students buy certain expensive programs, when there was just as good costfree alternatives. And in schools struggling to keep their budgets, it seemed absurd to feed Bill thousands of dollars in licences, when they could pick OOo up for free.

Also I find it appealing that improvements to OOo, and newer versions does not crap up all you know from previous versions, like I feel opening microsoft office. It is nice with a familiar "landscape" and stuff that just works, even if I upgrade to the latest version.

Just some thoughts on cutting down on Bills ; )
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