Community home
Menu
  • PEXA Certified Expand

    PEXA Certified

    This program will give you an introduction to PEXA, how it works and how it can help you transform your business processes.

    Discover More
    • Getting Business Ready
    • System Set Up
    • Transacting in PEXA
  • Help Centre Expand

    Help Centre

    Here you’ll find more than 230 help articles and videos to assist you.

    Discover More
    • Help Articles
    • Help Videos/PEXA TV
    • PEXA Interactive Demos
    • FAQs
    • Ask a Question
    • PEXA Certified
  • Ask a Question
  • Share your Experience
  • Raise an Idea
  • Blogs Expand

    Read the latest in our blogs.

    Keep up to date with the latest PEXA product releases, and read up on the property blog.

    Discover more
    • Community Blog
    • The Property Blog
    • Security Updates
    • PEXA Product Releases
    • Announcements | Outages etc
    • The Bank Blog
    • Workspaces
      Community
      Register
      Log in
    Apps menu
  • Register / Login

Community Home
Register / Login

Source Account Deposit Form - Include Purchaser Name Details

cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
  • Community
  • :
  • Join the Discussion
  • :
  • Ideas and Suggestions
  • :
  • Source Account Deposit Form - Include Purchaser Na...

Source Account Deposit Form - Include Purchaser Name Details

Reply
Topic Options
  • Subscribe to RSS Feed
  • Mark Topic as New
  • Mark Topic as Read
  • Float this Topic for Current User
  • Bookmark
  • Subscribe
  • Printer Friendly Page
  • All forum topics
  • Previous Topic
  • Next Topic
carlfortu
carlfortu
Occasional Contributor
  • Mark as New
  • Bookmark
  • Subscribe
  • Subscribe to RSS Feed
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

on ‎08-03-2018 12:40 PM

on ‎08-03-2018 12:40 PM

Source Account Deposit Form - Include Purchaser Name Details

Practitioner requested the purchaser names are included in the PEXA Source Account Deposit Form. Banks are asking client details when they're at the bank depositing funds.

 

----------------------------------------------

All my clients are having issues at the teller section with various banks – (ANZ, Westpac CBA...) .  They just do not understand what they have to do and seem to be very perplexed and concerned that there is no client name to be put in.  Perhaps your team needs to relook at the Deposit Details on the front page of the Source Account Deposit Form and perhaps have a section for the name of the client"

 

AVALON BEACH CONVEYANCING PTY. LTD.

----------------------------------------------

Category:
  • Banks and Financial Institutions
  • Tags:
  • incoming proprietor
  • source account
  • telegraphic transfer
0 Likes
Reply
  • All forum topics
  • Previous Topic
  • Next Topic
PEXA

|

Facebook Twitter LinkedIn
  • Support
  • Privacy Policy
  • Terms of Service