Then came the real challenge- working out how to use the new portal. There's no doubt that it is more flexible and powerful than its clean and easy predecessor. If I were an accounts manager for a large corporation I'd probably be delighted with it. But for a small company with a single account, its layer upon layer of complexity is overkill with a vengeance. For example, before I could transfer some cash to my personal account (very necessary after forty days in the banking wilderness) I had to:
- Assign all our accounts (we have only one) to an account group called 'A'
- Declare a maximum daily transfer limit between all the accounts in group 'A'.
- Declare a maximum daily transaction limit between accounts in Group 'A' and elsewhere.
- As System Administrator, assign myself to a user group of one person (me)
- Authorise my user group to effect payments and transfers on Account Group 'A'
- Assign my own signing limit within this user group for transfers and payments.