Transition from SettleMe to PEXA Key

[BrettCS]

Moving from SettleMe to PEXA

Currently, we have PEXA Key in pilot for a small group of members. More details on PEXA Key and the pilot.

If you are included in our pilot, and PEXA Key is switched on for you, the PEXA Key option replaces the SettleMe option on the Party screen.

If you have been using SettleMe and have some clients that are already on and using SettleMe, they are not impacted. However, any new clients you wish to invite will be invited to PEXA Key. This is to help avoid any confusion for your clients.

IMPORTANT NOTE: If you wish to transition a client from SettleMe to PEXA Key, you must follow these steps:

1. Withdraw representation of the Party record
2. Edit the Party record
3. Select I represent this party 
4. Complete the Party details
5. Select PEXA Key checkbox
6. Enter mobile number and email address
7. Click Save

Eventually, PEXA Key will completely replace SettleMe, once we've gathered feedback as part of our pilot and responded with new enhancements. More details will be communicated here once we start the process of decommissioning the SettleMe solution.

[DMc]

When can I start?

What is the change over date for new clients on PEXA Key, Strangely it used to be Key but interim seems to be back to SettleMe...

[BrettCS]

Hello @DMc 

I'll be in touch and I'll get you into the pilot this week...thanks for your interest. Based on feedback from our current pilot group, and once we include the ability to send Trust and PEXA Source account to clients post R10, we'll look at switching all subscribers over to PEXA key.

Thanks

Brett