PEXA is pleased to present the release of PEXA Projects, Release 7.0.0, scheduled for business go live 01 June 2020.
Updates to Bulk Workspaces Upload for QLD
We’ve enhanced the Bulk Upload Workspaces tool for our QLD subscribers. In this upcoming release, if you are a QLD subscriber with your default data setting turned on*, you will be able to use the Bulk Workspaces Upload Wizard to import sales data into your project’s Workspaces, along with your other Workspaces’ information. This will include:
Vendor terms about
Contract rebate amount
Date of possession
* For the initial release of this enhancement.
Upon creating your documents in your projects’ Workspaces, the sales information that you have uploaded will automatically be populated into your Transfer, Form 24a and Form 24b documents.
IMPORTANT: Bulk upload of sales data will not update Transfer, Form 24a and Form 24b documents that are already existing in the Workspace. Those will remain unchanged and signed, if previously signed. Updates can be made to individual documents via PEXA Exchange, if required, subject to business rules.
How do I access the sales data upload capability?
The access to the Bulk Upload Workspaces tool, where the new capability is included, remains unchanged. It is accessible under the side navigation menu Manage Workspaces > Bulk Upload Workspaces.
What has changed in the wizard?
1. On the ‘Upload a file’ step
For QLD subscribers toggled on for default data, the downloadable sample template will now include additional columns, designated for sales data:
2. On the ‘Setup and map’ step
A new ‘Data’ tab will be displayed for the mapping of your uploaded sales data.
3. On the ‘Review and confirm’ step
A new ‘Data’ tab will be displayed with the sales data you have mapped. Errors such as an exceeded upper limit of the amounts’ fields, incorrect format and agreement date that is not in the past, will be highlighted on the screen and must be rectified prior to committing your upload.
All other functionality remains as you know it, e.g. the ability to add and delete records within the ‘Review Workspaces’ table and viewing the upload outcomes.
What has changed in the Workspace?
Once committed, any sales data uploaded for the Workspace using the Bulk Upload Workspaces tool will pre-populate the Transfer, Form 24a and Form 24b documents you will next create in PEXA Exchange.
The ability to edit these fields will be available to the Proprietor on Title role in the Workspace.
Note: The ‘Add Workspaces’ (manual) functionality remains unchanged and will not include the additional sales data fields provided for bulk upload of Workspaces.