PEXA is pleased to present PEXA Maintenance Release 14.1.0, scheduled for business go live 06 September 2021 11 September 2021.
UPDATE: There is no expected outage during the rollout of this release.
Now available
Key Highlights
- Transaction Types (ALL) (Updated 11 August 2021, changes to be enabled on the 27th September 2021)
- Customise columns on the Active Dashboard (ALL)
- Introducing Task Due Dates (ALL)
- Quickly create another Destination Line Item (ALL) (Updated 13 September 2021)
Other Highlights
- Easily switch between three or more Workspace roles (ALL) (Updated 13 September 2021)
- Remove a Workspace role with just a click (ALL) (Updated 13 September 2021)
- Moved the Go to Workspace link (ALL) (Updated 27 August 2021)
- Supplier details added to PEXA Project (ALL)
- Auto-populate destination line items for Homes for Homes donations (ALL)
- Standalone Withdrawal of Priority Notice (ALL)
- Changes to Paper Dealing (NSW) (Updated 26 August 2021)
- Address Lookup (SA)
- API enhancement - Workspace Summary
- Notification API - Document status updated
- Residual document added - Transfer of Lease (NSW) (Added 25 October 2021)
- Auto-calculation of vendor surplus – now available (ALL)
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We’re pleased to announce that from August 9th, 2021, the Auto-calculation of Vendor Surplus feature is available when you’re in a Workspace in the roles of Proprietor on Title and Mortgagee on Title.
The introduction of auto calculation of vendor surplus in the Settlement Summary screen aims to alleviate re-work for the practitioner and banks when they are responsible for handling the vendor’s surplus funds.
As a practitioner or bank, you can set up a vendor funds destination line item to automatically calculate and adjust. Turn this on and remove any re-work as financial line items are added or edited at the last minute. No more final adjustments to vendor surplus amounts and re-signings - it will be done automatically for you.
Your Subscriber Manager must activate this feature for you before you can use it. For information on how to activate this feature, see the following help articles:
Auto-calculation of vendor surplus - Proprietor on Title
Auto-calculation of vendor surplus - Mortgagee on Title
(Referencing PEXA AXL-1830)
- Transaction Types (ALL)
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To assist Subscribers with creating Workspaces in the right Representative Role for their transaction types, we’re introducing the ability to nominate a Transaction Type when you create a new Workspace.
Nominating a Transaction Type when creating a Workspace gives a clear indication of the nature of the Workspace, and allows PEXA to pre-select some of the fields on screen based on the transaction type:
- The Financial settlement required? option defaults based on whether the Transaction Type would most likely include Financial Settlement.
I.e. – Defaults to ‘Yes’ for Sale and Purchase, defaults to ‘No’ for Transmission and Survivorship. - Displays only the applicable Representative Roles for your Transaction Type.
I.e. – If the transaction type is a Sale, then only the ‘Proprietor on Title’ role is displayed. If it's a Transmission, then only the‘Incoming Proprietor’ role is displayed.
Practitioner view
Bank & Panel view
(Referencing PEXALS4-8925)
- The Financial settlement required? option defaults based on whether the Transaction Type would most likely include Financial Settlement.
- Customise columns on the Active Dashboard (ALL)
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Customise what you’d like displayed on the Active Dashboard by choosing which columns to show or hide.
From the Active Dashboard, click on the ellipses (three dots) from the column header, then select the columns you’d like to display. We’ll retain your preferences the next time you log in, as long as it’s from the same device and browser.
(Referencing PEXA FS-9034)
- Introducing Task Due Dates (ALL)
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To assist all participants in getting the Workspace ready in a timely manner, we’re introducing task due dates to the Workspace Summary > Outstanding Tasks panel.
Task due dates give clear indications on when a task needs to be completed and are displayed for the following tasks:
- Create Document
- Stamp Duty Verification
(Referencing PEXA FS-8826)
- Quickly create another Destination Line Item (ALL)
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Creating multiple line items is tedious, that’s why we’re introducing a new save and create action for destination line items.
The next time you add a new Destination Financial Line Item, you’ll notice a new Save and create new destination button. When selected, the current line item is saved, and a new form opens, allowing you to add new line items efficiently without switching between screens.
Learn more about Destination Line Items.
(Referencing PEXA FS-9010)
- Easily switch between three or more Workspace roles (ALL)
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Previously, the Switch Roles functionality was limited to members with up to 2 Workspace roles. We’ve extended this for members with three or more Workspace roles, allowing them to click the Switch button to cycle between Workspace roles quickly.
Learn more about Workspace roles.
(Referencing PEXA FS-9035)
- Remove a Workspace role with just a click (ALL)
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No longer do you need to click through to find the Remove button hidden under a menu. We’ve surfaced this to the top by replacing the cog icon with the Remove button, making it simple for you to remove a role from the Role Settings screen.
To set this as the default action, select v (down arrow) > Make Default from the Actions column.
Learn more about Workspace roles.
(Referencing PEXA FS-8210)
- Moved the Go to Workspace link (ALL)
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We’ve improved the visibility of the Go to Workspace link for linked financial settlements and linked lodgements. It’s now placed on the same row as the Workspace ID on the Workspace Summary > Linked Financial Settlements or Linked Lodgements panel, allowing you to navigate seamlessly to the respective Workspace.
(Referencing PEXA FS-9039)
- Supplier details added to PEXA Project (ALL)
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To streamline the capturing of GST data across PEXA products, Proprietors on Title can now provide Supplier details when creating new projects in PEXA Projects. This provides peace of mind to the Proprietor on Title that the Supplier details is captured accurately.
(Referencing PEXA SETT-11444)
- Auto-populate destination line items for Homes for Homes donations (ALL)
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Members in the role of Proprietors on Title can auto-populate their donations to Homes for Homes via the Financial Settlement Schedule. By streamlining the process, members simply select one button to populate the destination line item with all relevant fields.
(Referencing PEXA SETT-11525)
- Standalone withdrawal of Priority Notice (ALL)
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Standalone Withdrawal of Priority Notice now allows a Subscriber to Withdraw a Priority Notice in its own Workspace without the need to lodge it in the same Workspace as the original Priority Notice.
Priority Notices and Withdrawal of Priority Notices are currently available in QLD, NSW and VIC.
(Referencing PEXA LS3-6385)
- Changes to Paper Dealing (NSW)
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We’ve made a few tweaks to a NSW paper dealing in PEXA:
- NSW Paper Dealing has had a name change to Dealing with Exception. You can search for this dealing via Create Documents > Other Documents > Dealing with Exception.
- Once you have opened this document, we have made searching for the Document Type easy by including search functionality into this field.
- To make it easier for you to identify which document type a Dealing with Exception instrument relates to, we now include the Document Type name on the following PEXA screens:
- Documents
- Files
- Signing page, and
- Lodgement Instructions
Please note if you have a Paper Dealing that has not been lodged prior to Release 14.1.0 (September 11) you will need to remove the document and create it a Dealing with Exception.
(Referencing PEXA LS1-8744 LS1-8711 LS1-8802)
- Address Lookup (SA)
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The Address Lookup service for SA is now available for Withdrawal of Caveat documents. With Address Lookup, the Address field automatically populates and refines as you type, allowing you to search for a valid address quickly and efficiently without having to type in the full address.
(Referencing PEXA FS-8743)
- API enhancement - Workspace Summary
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We’ll be releasing a new version of the Workspace Summary API (v2). In this version we will include the settlement date/time acceptance status for each participant in the workspace. You will need to implement this version if you want the response to include this additional data element for each participant.
Please note, v1 of the workspace summary API will continue to work as is and will not require any further changes should you not want to implement this new enhancement.
Details of changes:
- Add the <SettlementDateTimeAcceptance> field to workspace summary API for each participant so we know whether they have accepted settlement or its pending
- The two statuses will be 'Pending' & 'Accepted'
- If no settlement date/time is added to a workspace but the workspace will include a settlement this field will be set to 'Pending' for all participants.
- This field is not included in the API response when a settlement is not required for the workspace.
The additional field added in the response is highlighted below.
(Referencing PEXA APIS-751)
- Notification API - Document status updated
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The Notifications API will include the ability to return document status updates within the current response.
This event (Document Status updated) will adhere to the existing API contract and will not be version breaking.
The document status update will return a notification alert for each document status change made for any enabled document.
Clients can enable document(s) for their subscriberId. This will be managed via configuration by the PEXA API Services team. The default status will be no documents are enabled with the release but can be arranged after the release goes live.
Once you add one or more documents for your subscriberId you will receive notifications as shown below whenever the document status changes for any documents you have enabled.
Eg. on creating a Transfer document the initial status will be “In Preparation”. You will receive a notification for this even if “Transfer” document is enabled for your SubscriberId.
(Referencing PEXA APIS-1569)
- Residual document added - Transfer of Lease (NSW)
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The NSW Transfer of Lease has been added as a Residual Document.
(Referencing PEXA)
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