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PEXA is pleased to present PEXA Projects 7.3.0 (PoT), scheduled for business go live16 January 2021.
Two new Destination Line Item Categories are now available for upload for subscribers acting in the role of Proprietor on Title via the Bulk Upload Financials tool. You can now select to upload:
The BPAY biller code and BPAY biller name will be populated for you. For further details see the ‘Help Information’ tab of the downloadable sample template.
IMPORTANT: The sample template is jurisdiction-agnostic. Please ensure you select the correct destination category for the jurisdiction of your Project.
In this upcoming release, QLD subscribers will be able to bulk-create Transfer documents.
If you are a QLD subscriber in the role of Proprietor on Title, use the new ‘Create Documents’ sidebar link to navigate to the 'Create Transfer Documents' Page.
You will be presented with a list of Workspaces eligible for this functionality. To qualify, a Project workspace must be populated with all of the information required for a Transfer, i.e.:
Note: Any Project Workspaces where a Transfer document has already been created will be excluded from this list.
Select the Workspaces for which you would like to create Transfer documents then click ‘Create Transfer Document’.
Your Project Dashboard’s ‘Document Data’ tab will now include a new ‘Transfer Created’ column with an indication of your Transfer creation status for each workspace:
Use the Bulk Upload Workspaces tool to complete the missing information.
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