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How do I create a discharge authority?

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  • How do I create a discharge authority?

How do I create a discharge authority?

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MathewJames
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on ‎19-03-2018 02:03 PM - last edited on ‎19-03-2018 02:08 PM by EmilyBilling Product Owner

on ‎19-03-2018 02:03 PM - last edited on ‎19-03-2018 02:08 PM by EmilyBilling Product Owner

How do I create a discharge authority?

How do I create a discharge authority?

 

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BrettCS
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on ‎19-03-2018 02:34 PM

on ‎19-03-2018 02:34 PM

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Re: How do I create a discharge authority?

Hello @MathewJames

 

Thank you for your question. At present, a discharge authority is completed outside of PEXA. Each discharge authority is unique and is dependent on the outgoing bank's specific requirements. 

To assist in the discharge authority process, we have functionality in PEXA that allows you to upload the completed discharge authority into your workspace using the Files screen and also indicate via the Workspace Summary screen, that the forms have been signed and sent through to the bank.

 

I hope this helps.

Thanks

Brett

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BrettCS
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on ‎19-03-2018 02:34 PM

on ‎19-03-2018 02:34 PM

Solution

Re: How do I create a discharge authority?

Hello @MathewJames

 

Thank you for your question. At present, a discharge authority is completed outside of PEXA. Each discharge authority is unique and is dependent on the outgoing bank's specific requirements. 

To assist in the discharge authority process, we have functionality in PEXA that allows you to upload the completed discharge authority into your workspace using the Files screen and also indicate via the Workspace Summary screen, that the forms have been signed and sent through to the bank.

 

I hope this helps.

Thanks

Brett

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TheDoctor
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on ‎22-03-2018 12:10 PM

on ‎22-03-2018 12:10 PM

Re: How do I create a discharge authority?

Hi Brett,

 

Just a thought.

Is there perhaps an opportunity to have a link, somewhere within the PEXA website (not necessarily on the Dashboard), to each FI's online discharge authority?

I know that some FI's only accept online submission of DA's. rather than a paper document.

 

thanks

 

Brett

Thanks
Brett

Any opinions are that of TheDoctor and not necessarily that of Westpac.
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BrettCS
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on ‎22-03-2018 12:18 PM

on ‎22-03-2018 12:18 PM

Re: How do I create a discharge authority?

Hi @TheDoctor

 

Yes, great idea. We'll look into this, as your suggestion definitely makes a lot of sense.

 

I'll investigate a possible solution: We could place a list on our community, the PEXA website, or even via our new dashboard "PEXAplus", which is in development as we speak.

 

I'll follow-up with the team and see what can be done. 

 

Thanks for the feedback,

Brett

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TheDoctor
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on ‎22-03-2018 12:31 PM

on ‎22-03-2018 12:31 PM

Re: How do I create a discharge authority?

Hi Brett,

 

Is PEXAPlus intended for FI's as well? Or is it just for convenacers?

Or am I confusing PEXAPlus with something else?

 

thanks

Brett

 

Thanks
Brett

Any opinions are that of TheDoctor and not necessarily that of Westpac.
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EmilyBilling
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on ‎22-03-2018 12:45 PM

on ‎22-03-2018 12:45 PM

Re: How do I create a discharge authority?

Hey @TheDoctor we have a list on Community here - Financial Institutions Discharge Authority preferences.

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TheDoctor
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on ‎22-03-2018 01:21 PM

on ‎22-03-2018 01:21 PM

Re: How do I create a discharge authority?

Thanks Emily,

 

Are these links also held somewhere on the general PEXA website, rather than needing to be in PEXA Community to access them?

Somewhere that would be relatively easy for a one time visitor, say a Customer,  find?

 

thanks

Brett

Thanks
Brett

Any opinions are that of TheDoctor and not necessarily that of Westpac.
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EmilyBilling
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on ‎22-03-2018 01:35 PM

on ‎22-03-2018 01:35 PM

Re: How do I create a discharge authority?

As @BrettCS said, he'll look into other options for this info too. 

Cheers

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