PEXA Fees Reconciliation Statement

[AnthonyH]

I am aware that Pexa emails a statement / Tax Invoice with fees paid / deducted from office account.

My query is that I am after a monthly reconciliation of all PEXA fees paid / deducted from my office account in the last month (or other specified date period), like a monthly statement containing all fees for all matters rather than a separate matter statement / Tax Invoice for each separate matter - so I don’t miss any fees and can reconcile fees with my monthly bank statement .

With other agencies (eg SRO, LANDATA, etc)  I’m able to put in range of dates usually coinciding with bank statements to reconcile the fees with the bank account.

I think this would be an enhancement to PEXA.

Regards,

AnthonyH

[TJ]

Hi @AnthonyH,

At the moment PEXA can’t facilitate a monthly statement or personalised invoice, as FMS doesn’t have the capacity for it.

We're looking at options to get these features integrated into PEXA or PEXA Plus in the future, but for now the daily summary invoice and accompanying CSV files are the best way to reconcile bank accounts.