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Brief & simple Training Video for the Line Items in Settlement Completion area

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  • Brief & simple Training Video for the Line Items i...

Brief & simple Training Video for the Line Items in Settlement Completion area

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GB1
GB1
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on ‎22-07-2016 03:44 PM - last edited on ‎12-08-2016 09:36 AM by EmilyBilling Product Owner

on ‎22-07-2016 03:44 PM - last edited on ‎12-08-2016 09:36 AM by EmilyBilling Product Owner

Brief & simple Training Video for the Line Items in Settlement Completion area

Love Pexa - but would like to have a brief Video outlining how the Purchaser and Vendor insert there respective line items, which is different from the Paper based system for Settlement.

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BrettCS
BrettCS Star Employee
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on ‎25-07-2016 09:21 AM

on ‎25-07-2016 09:21 AM

Re: Brief & simple Traing Video for the Line Items in Settlement Completion area

Great feedback, thanks Garth... 

 

We currently have a range of support materials around the completion of financial settlement, including this page:

Preparing the Financial Settlement Schedule

 

That being said, we are endevouring to create more short training materials across all areas of the PEXA system, like the Signing Documents article, and your request for one around settlement line items is now on our list.

 

Thanks again

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AnnaHardie
AnnaHardie
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on ‎25-07-2016 09:44 AM

on ‎25-07-2016 09:44 AM

Re: Brief & simple Traing Video for the Line Items in Settlement Completion area

Thanks for your feedback @GB1. We meet on a weekly basis to review community ideas and comments so we will certainly discuss your suggestion. 

 

@BrettCS thanks for taking action so quickly. 

Anna Hardie
Voice of Customer Team, PEXA
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BrettCS
BrettCS Star Employee
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on ‎09-11-2016 03:28 PM

on ‎09-11-2016 03:28 PM

Re: Brief & simple Training Video for the Line Items in Settlement Completion area

Hello @GB1,

 

Thanks for your feedback.

 

We have added a new video for adding line items to the Financial settlement schedule based on your feedback.

 

The video is located on this following article: Complete Destination Details

 

Thanks again for your valued feedback and please send through any further recommendations.

 

Thanks,

Brett

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