PEXA is pleased to present PEXA Maintenance Release 13.1.0, scheduled for business go live 08 February 2021.
UPDATE: There is no expected outage during the rollout of this release.
UPDATE: The pilot of the ATO GST Withholding will be available to select members on Monday 15 March 2021.
NB: This is for new GST Withholding Form submissions only. If forms for a particular withholding have already been submitted through the ATO website, please avoid duplication, and do not create another form through PEXA.
PEXA has made it easier for members to pay ATO GST Withholding amounts at settlement by introducing Forms 1 and 2 to the PEXA Platform. This feature will be made available as a pilot to select members, followed by a full roll out at a later date.
The new ATO GST feature gives members the option to create GST Withholding Forms 1 and 2 within the PEXA platform and lodge directly to the ATO, instead of completing these forms on the ATO website.
By streamlining the process and pre-populating the forms with information already provided within the Workspace, PEXA members can benefit from the following:
For details on how to complete Form 1 & Form 2, refer to the ATO Help articles.
(Referencing PEXA SETT-10621)
Several changes have been made to the NSW Lease in this release:
We have activated the ability to lodge a Sub-Lease in this release.
To lodge a Lease, you must be in the role of Proprietor on Title or Incoming Proprietor (if the Lease follows a Transfer). On selecting the Lease from the Document screen, the question “Is this a Sub-lease of a Lease?” defaults to No.
To lodge a Sub-Lease, you must be in the role of To deal with an Interest. On selecting the Lease from the Document screen, the question “Is this a Sub-lease of a Lease?” defaults to Yes.
Now, only the Lessor is required to complete and sign the NSW Lease/Sub-Lease.
You can now optionally enter in the Registered Memorandum for a set of standard terms already registered with NSWLRS.
A Conditions and Provisions must still be attached to a NSW Lease or Sub-Lease, however, we support a range of additional attachments that may be attached if needed:
(Referencing PEXA LS3-5252)
PEXA Key clients have additional security and peace of mind as they are now notified of changes to their bank account details.
When a practitioner creates line items from details provided through PEXA Key, their PEXA Key client will receive a notification whenever the BSB and/or account number is entered or edited in PEXA Exchange.
To indicate a destination line item is using account details provided via PEXA Key, subscribers will see a PEXA Key logo and green border around name and account number in the Destination tab of the Financial Settlement Schedule.
For editing, our members will see a PEXA Key logo and a green border around Account Name, BSB and Account number fields.
Desktop view of Destinations line item provided via PEXA Key
Mobile view of Destinations line item provided via PEXA Key
Desktop view when editing Destinations line item provided via PEXA Key
Mobile view when editing Destinations line item provided via PEXA Key
(Referencing PEXA FS-7451)
Members who require a client to deposit funds in to their Trust Account will be notified when their PEXA Key client has completed the funds transfer. Members can also notify their PEXA Key client when the funds have been successfully received into their trust account.
Members who use the PEXA Source Account will be notified when their PEXA Key client has completed the PEXA source account task and once the funds have been successfully received into the PEXA source account. A PEXA system generated notification will be sent to notify the PEXA Key client and the member.
This enhancement gives practitioners and their clients increased visibility on the status of the Trust Account or PEXA Source Account funds. Members will see the following:
Sending Source Account Details for a Trust Account OR PEXA Account
Members will see the status ‘Details sent’ for the Source Line item
Once a PEXA Key Client has completed the funds transfer and notify their practitioner via the PEXA Key app, Members will see the status ‘Funds Transferred’ for the Source Line item
When the total funds have been deposited into;
View Account Details will contain date and time stamps for statuses that has been actioned
In addition, to continuously make transacting in PEXA more efficient, we have removed the cog icon and replaced it with the action instead so you’ll be able to see what immediate action is available and the ‘Funds Received’ actions will display an arrow beside it to indicate that another option is available. Click on the arrow for ‘View’.
(Referencing PEXA FS-8079)
In R13.0.0, we introduced the Address Lookup service in QLD to reduce the number of clicks for our members, help save them time, enrich our member experience, and improve our data quality.
In this release, we’ve extended the Address Lookup service to VIC and NSW to include the Party screen and select documents that require an address.
With Address Lookup, the address field automatically populates and refines as you type, allowing you to quickly and efficiently search for a valid address without having to type in the full address.
In addition, to enhance usability and standardise the experience of adding and editing addresses within documents, we have updated the Add Address and Edit buttons by replacing the text buttons with icons and aligning the buttons next to the address field, where applicable. To edit the address, simply select an address in the drop-down list then click the pencil icon.
(Referencing PEXA FS-8556 & FS-8557)
To reduce potential lodgement errors, PEXA has replaced the Safety Switch and Smoke alarm options from checkboxes to radio buttons. By default, N/A is selected.
(Referencing PEXA LS2-14074)
Based on member feedback, we have made it more efficient to withdraw from Workspaces by adding a new “Loan repaid” option as a reason for withdrawing from or abandoning a Workspace.
(Referencing PEXA LS4-7725)
You requested, we listened.
For PEXA Project Workspaces, if you are a subscriber acting in the role of Proprietor on Title we have added the ability to restrict Incoming Proprietors from amending the settlement date and time for their Project’s Workspaces.
When you Create a new PEXA Project you will now find a new ‘Settlement details’ option.
Upon selecting Yes, the Incoming Proprietor representatives across all Workspaces belonging to your Project will be prevented from:
When Incoming Proprietors who have this restriction applied tries to update the Settlement date and time, they’ll be presented with a message:
You may change this setting at any time via the Edit Project Details screen in PEXA Project.
Note: For existing Projects, this setting defaults to No.
(Referencing PEXA LCH-1123)
From this release, QLD subscribers acting in the role of Incoming Proprietor in a PEXA Project Workspace will no longer be able to enter or edit the ‘Details of Sale Price’ fields, nor define the Agreement Date within a Transfer document.
Where these details are pre-populated by the Proprietor on Title (via PEXA Projects), the Incoming Proprietors can only view the Details of Sale Price and Agreement Date. If no other documents updating the tenancy for the title exist in that Project’s Workspace, the Incoming Proprietor can save the Transfer document.
Note for Incoming Proprietors:
(Referencing PEXA LCH-627)
As a result of a legislative change in regard to the VIC State Revenue Office, an update was required to the PEXA FSS destination category.
Destination category changes from ‘Land Tax Clearance Certificate liability’ to ‘Property Clearance Certificate Liability’.
(Referencing PEXA SETT-10959)
We have fixed a defect where the Retrieve Invitation API was unable to format invitations with notes where invalid characters have been included. Users can now view all invitations with notes when using the Retrieve Invitation API.
(Referencing PEXA APIS-755)
We have fixed a defect where the API was not retrieving forwarded invitations. Now, users can view all invitations, including forwarded invitations.
(Referencing PEXA APIS-1087)
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