Simultaneous Linked Lodgement

[RD]

Is it possible to do a simultaneous linked lodgement where one of the Workspaces is not a Financial Settlement, ie 'Non-Transfer'?

Further, I attempted to link lodgements (my first attempt at linking Workspaces) and after I selected 'Simultaneous' no Workspaces were available for 'Selection'....  I thought they may have to have the same settlement date and time to appear so I tried 'Sequential' settlements but nothing appeared for this either... Can someone please let me know how to fix this.

[TJ]

Hi @RD,

A settlement date and time is required for two workspaces to be linked. You should be able to link a Workspace which is not a Financial Settlement as long as you enter a settlement date for that workspace.

Does this help?

[RD]

Thanks, @TJ.  However, none of my Workspaces (even the ones with settlement dates) appear for linking selection.

[TJ]

Sounds like this might need a closer look @RD. I've raised a ticket with our support team who will contact you for further assistance.

[RD · Accepted solution]

Thanks, @TJ.  Someone has called and the problem was either that you can't link Financial Settlements as 'Linked Lodgements' (cf Linked Financial Settlements) or that only the matters in the same workgroup were appearing (we have 3 workgroups set up).

In any case, as soon as we entered the same settlement date and time for the Workspace that we wanted to link, it appeared as an option for Simultaneous Lodgement Linking.  However, it also turned the linked Workspace into a 'Financial Settlement', ie with Sources and Destinations, so the next step is to work out the source for payment of the lodgement/PEXA fees.