Change Pexa Settlement Date

[beryls]

How can I change the Settlement Date in Pexa

[HeatherC · Accepted solution]

Hi @beryls, 

There are some instructions here, together with a short video, outlining how this can be done. 

Take a look at this page and let us know if you need a hand.

Heather

[nfras000]

Hi Heather,

Is there a way to remove a settlement date. We have matters where a settlement date is due under the contract but we know leading up to it that the purchaser is unable to settle and cannot provide an indicative date. Rather than keep changing the date, is it possible to update the workspace so that there is no date to avoid all of the alerts?? We can then rebook the matter once a date is known? Thank you.

[SophieN]

Hi @nfras000 

Thank you for raising your enquiry with us. 

In order to remove the Financial Settlement from your Workspace, you can follow the below steps:

1. Access the Settlement screen
2. Click the Action Cog on the Settlement Summary tab → select Remove Settlement
3. Enter a reason → Confirm

Please also note that a financial Settlement cannot be removed if the below applies:

• The workspace contains one or more financial line items.
• The workspace contains one or more documents.

In your case, it sounds like you have already created documents in the Workspace, so we suggest you to simply change the Settlement Date and Time instead of removing it as you are required to remove all documents and Source/Destination Line Items before the Settlement Date and Time can be removed successfully.

Please let us know if you have further questions.

Thank you.

Kind regards

Sophie