"Total balance" is confusing people

[msherry]

It's the total of all funds in the marketplace's escrow, but this doesn't include Orders, which are now the preferred way to group transactions. This field is confusing a number of marketplaces who have money in escrow in Orders, but their 'Total balance' doesn't reflect this.

We should:

a) find a way to rename the deprecated Marketplace escrow balance that is less confusing. b) people want to know how much they have in escrow across all Orders -- find a way to expose this.

[kyungmin]

https://github.com/balanced/balanced-api/issues/684 @mjallday has been unsure about the usage of this number, but sounds like we have validated that people want to know the total balance across all orders. I think the solution is to implement the total order balance, instead of trying to rename the current amount.

[remear]

The confusion right now is "Total balance" is misleading. It doesn't include order balances and users are assuming it does by the nature of the wording. To prevent further confusion, this should be fixed while balanced/balanced-api#684 is prioritized and implemented.

[kyungmin]

Ok. We will temporarily rename it to "Non-order balance", while the total order balance is implemented.

[cohitre]

What about "unlinked transactions balance"? is that what this refers to?

[dmacquart]

How about "unassigned funds"

On Tue, Dec 16, 2014 at 11:21 AM, cohitre notifications@github.com wrote:

What about "unlinked transactions balance"? is that what this refers to?

— Reply to this email directly or view it on GitHub https://github.com/balanced/balanced-dashboard/issues/1577#issuecomment-67215652 .

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[kyungmin]

What about "unlinked transactions balance"?

This also includes funds that the marketplace added from their bank account, plus unlinked transactions amount. If the marketplace added funds but haven't started transacting, this wording wouldn't make sense to them.

[kyungmin]

How about "unassigned funds"

We are not using the word "assigned" or "unassigned" anywhere in the dashboard, so this means we're introducing a new term. People might contact us asking what does "unassigned funds" mean.

[mjallday]

"unassigned funds" also doesn't discriminate between funds that are unallocated and those that are assigned via on_behalf_of.

[kyungmin]

I still think our time will be better spent to get the total order balance as soon as possible, instead of spending time coming up with a less-than-ideal wording. @mjallday How long would it take to get the total order balance implemented?