on 21-09-2018 12:04 PM
Is it possible to access the PEXA API (read only) for the purpose of an in-house matter tracking status board?
ie: Being able to access the the matters due for settlement in the week, and display their current status.
If not currently possible, is it planned?
(I can see you can export a CSV, but I would prefer to get live updates and have an automatic process.)
on 21-09-2018 01:44 PM
We have a new product called PEXA Plus which is currently in pilot. The Summary page displays widgets containing aggregated information on workspaces in different ways. We aim to build out a catalogue of widgets which you can choose and customise your own dashboard view. Is this something that could help you? We have noticed your law firm has been activated for the pilot. To give it a try, go to the Apps menu when you log into PEXA exchange (the 9 boxes on the top right hand side) and select PEXA Plus from the menu. If there are any issues, accessing, please email me: firstname.lastname@example.org
If we didn't understand your query correctly, can you please elaborate?
on 21-09-2018 04:14 PM
Thanks very much for the information Krystle.
I've had a good look.
The Upcoming Settlements widget, in list view, is along the lines of what I was thinking.
But I was hoping for more real time data, that updates at regular intervals.
It seems that the widgets only changes on manual update, and when settlement has occurred the settlement disappears from (I assume by design).
It also doesn't have any categories for settling, settled and the various stages in between.
So thanks, but I was after something a little different.