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Source Funds Ready Status

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  • Re: Source Funds Ready Status

Source Funds Ready Status

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RyanC
RyanC Star Employee
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on ‎15-09-2017 07:41 PM

on ‎15-09-2017 07:41 PM

Source Funds Ready Status

I have noticed that the process of verifying and authorising a source line item after its been created can be sometimes missed/overlooked by people using PEXA. I think that this may be because creating a source line item is very similar to creating a destination line item, however the source line item has additional steps to be completed after its created which can be missed, whereas as a destination line item does not have these extra steps. 

 

So I think it would be handy if the status of the source line item was more noticeable to the PEXA user, maybe in a different colour or in bold, to help differentiate when a source line item is either ready or not ready:-

 

Source Funds Pic.JPG

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  • Financial Settlement
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RyanC
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on ‎04-12-2017 03:33 PM

on ‎04-12-2017 03:33 PM

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Re: Source Funds Ready Status

@sroyam great to see this implemented in the platform as of today! I think this subtle change will be of great benefit to PEXA users. Appreciate all the work you and the team have done on this.

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sroyam
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on ‎03-11-2017 02:38 PM

on ‎03-11-2017 02:38 PM

Re: Source Funds Ready Status

Hi @RyanC,

 

Thank you for the suggestion.

We were looking at a few options to highlight the 'Funds Status' and the below stood out.

Please let me know what you think.

 

Cheers,

Manvir 

 

Sources - Option_LI.jpg

 

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  • Source
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RyanC
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on ‎06-11-2017 12:01 PM

on ‎06-11-2017 12:01 PM

Re: Source Funds Ready Status

Hi @sroyam

 

Perfect! I really like it and think it would be really helpful

 

Cheers

Ryan

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RyanC
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on ‎04-12-2017 03:33 PM

on ‎04-12-2017 03:33 PM

Solution

Re: Source Funds Ready Status

@sroyam great to see this implemented in the platform as of today! I think this subtle change will be of great benefit to PEXA users. Appreciate all the work you and the team have done on this.

View solution in original post

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sroyam
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on ‎04-12-2017 05:13 PM

on ‎04-12-2017 05:13 PM

Re: Source Funds Ready Status

Thanks @RyanC.

 

Keep the feedback and ideas coming through, no matter how big or small.

 

Regards,

 

Manvir

 

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TheDoctor
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on ‎15-12-2017 02:07 PM

on ‎15-12-2017 02:07 PM

Re: Source Funds Ready Status

Hi,  A "Verify All" option would be great for when we have multiple Source line items. thanks

Thanks
Brett

Any opinions are that of TheDoctor and not necessarily that of Westpac.
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