Preparing settlement figures in PEXA

[AM253]

Good morning,

Apologies if there is a help card or this has previously been answered.

I'm new to PEXA and wonder if there is PEXA assistance with regard to preparing settlement figures automatically?  

[RachaelB]

Hi Annette @AM253 

Thanks for your question and glad to have you as a User! 

To clarify, is this in relation to the 'Enhanced Settlement Summary' in the 'Settlement' screen in PEXA? This is where you enter in information such as the Balance Owed to the Vendor (as agreed by all parties) and the workspace starts to calculate Total Funds Required by the Purchaser to Settle etc. If so, these links below may assist:

• https://community.pexa.com.au/t5/Help-Centre/PEXA-s-Enhanced-Settlement-Schedule/ba-p/20957
• https://community.pexa.com.au/t5/Help-Centre/Enhanced-Settlement-Summary-workflow/ba-p/21223 
• https://www.pexa.com.au/ess

If your question relates to something else, please let me know and I can find some additional resources for you or if you give our Support Line a call on 1300 084 515 we can help you more specifically.

Kind Regards,

Rachael 

[AM253]

Thanks so much for your assistance.

I was looking more at how to prepare settlement figures with a little help with imputed dates via PEXA but I think that I will have to use Smokeball as a double check.