Auto Post Pending Scheduled Transactions?

  • 2
  • Idea
  • Updated 7 years ago
Is is possible to have the pending transactions auto post upon login or some other event on the scheduled payment date?
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Maria

  • 4 Posts
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Posted 8 years ago

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Audrey Chau

  • 85 Posts
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Hi Maria, if you haven't noticed already, scheduled items regularly post at 3AM PST on the specified date. This is when EEBA processes scheduled items and most affects users in time zones further away.

I'm sorry for the inconvenience, and I will put your comments in our Feature Request Tracker.
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Nikki

  • 28 Posts
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I'm in Australia, and my bank has already taken the money out of my account, but the scheduled transaction has not yet been recorded in EEBA, which means it looks like I have more money than I really have. Doing everything relative to the user's timezone would fix a whole pile of things like this. In the meantime, it would help to be able to manually trigger the "overdue" instance of the scheduled transaction.
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Chi-En Yu, Official Rep

  • 514 Posts
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Hi Nikki,

I can see how that delay is misleading for you, and you're right that doing everything relative to the user's timezone would improve your situation quite a bit. To manually trigger that instance, go to Scheduled, click "edit" to open the Scheduled Expense, and scroll down to the bottom of the page. Then click "Record Now" next to the instance you want to post, and it will be recorded against your Envelope (and Account) immediately.

I hope that helps. I've also added your voice to this idea in our feature request tracker.

Chi-En
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Nikki

  • 28 Posts
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Thanks for the instructions. I'll use that next time. I look forward to discovering that everything is aware of my timezone.