From today, PEXA Projects gets new look and feel. When you log on to PEXA Projects, you’ll see a new global navigation header with the new branding. The global navigation header includes newly branded clickable icons that redirect you to Single Sign-On links.
We have also introduced the Single Sign-On (SSO) functionality, which greatly enhances the user experience. With Single-Sign-On, you can seamlessly navigate between PEXA Projects to other PEXA products (for example, a PEXA Workspace or the PEXA Community) without needing to enter your logon credentials again.
Single Sign-On links are accessible via the global navigation header. Click on an icon to redirect to the relevant page.
Subscribers can now lock the financial account for disbursements within a project.
This new control feature helps mitigate errors associated with managing financial accounts across a high number of Workspaces within a project.
The new option to set the account lockdown flag is accessible when you create a new project, or via the new Financials link on the side menu. By setting this flag in PEXA Projects, no disbursement financial settlement line items may be created until at least one financial account has been created and approved within PEXA projects.
When a financial account has been approved for a disbursement category (e.g. Vendor Funds), then any disbursement line items created using this category within a Workspace (for a project) will have financial account details auto-populated and non-editable.
Click Financials on the side menu to set the intent to restrict accounts. Any Subscriber user may set this flag.
A new Manage Financial Accounts screen lets you add financial accounts for a disbursement category. Only Subscribers with Financial Settlement Schedule signing permissions or Trust Account signing permission may create accounts.
Once an account has been added, you can Approve or Decline the request to restrict accounts. Only Subscriber users with Trust Account signing permission may approve accounts.
Note: You may not approve an account that you have created.