Community home
Menu
  • PEXA Certified Expand

    PEXA Certified

    This program will give you an introduction to PEXA, how it works and how it can help you transform your business processes.

    Discover More
    • Getting Business Ready
    • System Set Up
    • Transacting in PEXA
  • Help Centre Expand

    Help Centre

    Here you’ll find more than 230 help articles and videos to assist you.

    Discover More
    • Help Articles
    • Help Videos/PEXA TV
    • PEXA Interactive Demos
    • FAQs
    • Ask a Question
    • PEXA Certified
  • Ask a Question
  • Share your Experience
  • Raise an Idea
  • Blogs Expand

    Read the latest in our blogs.

    Keep up to date with the latest PEXA product releases, and read up on the property blog.

    Discover more
    • Community Blog
    • The Property Blog
    • Security Updates
    • PEXA Product Releases
    • Announcements | Outages etc
    • The Bank Blog
    • Workspaces
      Community
      Register
      Log in
    Apps menu
  • Register / Login

Community Home
Register / Login

PEXA Release 8.0.1 | 18th June, 2018

cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
  • Community
  • :
  • Using PEXA Day to Day
  • :
  • PEXA Product Releases
  • :
  • PEXA Release 8.0.1 | 18th June, 2018
PEXA Release 8.0.1 | 18th June, 2018
Saysa
Saysa Gold Star Employee
Gold Star Employee
‎22-05-2018 05:27 PM
Topic Options
  • Subscribe to RSS Feed
  • Mark as New
  • Mark as Read
  • Bookmark
  • Subscribe
  • Email to a Friend
  • Printer Friendly Page
  • Report Inappropriate Content
  • Feature this Topic

PEXA-R8-0-1_banner_email1.png  

 

PEXA is pleased to present the maintenance release of the PEXA System, Release 8.0.1, scheduled for business go live 11 June 2018.

 

  • UPDATE:  The release has been re-scheduled to 18 June 2018
    There is no expected outage during the rollout of this release.

 

 

Key Highlights

  • Single Sign-On (SSO) 
  • Frequently Represented Parties – Individuals
  • Organisation Trust Details in Frequently Represented Parties (Updated 30 May 2018)
  • File Description types are now categorized (Added 6 June 2018)
  • Ability for Transferees to provide Trust Details (QLD) (Updated 1 June 2018)
  • Transfer of Interest — Mortgage or Annuity Charge (VIC) 
  • New document: Transfer by Third Party (Mortgagee) (VIC)

 

Single Sign-On (SSO)

We are introducing the ability to seamlessly move between the PEXA platform and the e-Conveyancing Community using one set of PEXA credentials. This feature will be introduced as a beta. We will post more information on the community on June 16 on how to be involved.

Single Sign-On (SSO) means you will no longer need another set of credentials to sign into the Community. While you’re in the PEXA platform, you can now easily open the Community where you’ll be able to keep up to date with new product releases and functionality, complete the PEXA Certified program, connect with and ask your peers any questions about PEXA and the wider e-conveyancing Community, and much more.

If you’re interested in being involved in the beta, please comment below or email pexacommunity@pexa.com.au.

 

(Referencing PEXA FI-1199)

Frequently Represented Parties – Individuals

From release R8.0.1, lawyers and conveyancers will be able to create Individuals as Frequently Represented Parties. This will streamline the process of creating parties as well as auto-representation of on-title parties, which is particularly useful in large developments.

freqrepparties_ind01.png 

 

(Referencing PEXA AXL-928)

Organisation Trust Details in Frequently Represented Parties

The existing Frequently Represented Parties functionality for Organisations has been updated to cater for Trusts. In addition, the newly built Frequently Represented Parties for Individuals will also cater for Trusts. The Trust information saved against the Frequently Represented Party record will now pre-populate into the Workspace when creating parties and auto-representing on-title parties.

freqrepparties_trust.png 

 

(Referencing PEXA AXL-924)

File Description types are now categorised

We’re making it easier for you to distinguish between general file types and attachment types when uploading files to the Workspace. The items in the File Description is now grouped into categories of General Files and Land Registry Attachment Files. This makes it easier for you to find the right file when uploading a file.

The two category types:

  • General Files— used for files that are shared amongst participants, or for files that are kept as records in your Workspace.
  • Land Registry Attachment Files— used for attaching additional files to a Workspace Document that support your PEXA Lodgement.

Enhance usability of file desc (non-attachattach) types.png

 

In addition, we’ve also added a new menu item–Others–to the File Description drop-down menu. This option allows you to enter a custom file description for an uploaded file. The description you enter is visible to other members in the Workspace.

others.png

 

(Referencing PEXA DH-479)

Ability for Transferees to provide Trust Details (QLD)

The QLD Transfer has been updated to capture Trust Details of a Transferee proprietor group that is to hold the Title in a capacity of Trustee.

On the Tenancy Details screen, a new option Are any proprietor groups in this document acting as Trustee? is available. 

qld_tfr01.png

 

Changing the default from NO to YES, indicates that at least one Transferee is to hold the Title in the capacity of Trustee.

qld_tfr02.png

Note: You will be required to continue with the practice of supplying the Trust Name in the Form 24A. 

Note: If you use PEXA to complete this type of transfer in QLD, you will not be required to register the Deed of Trust with the Land Registry. The incoming Mortgagee may view the form 20, which is appended to the transfer, if they wish to view the trust details. 

 

Learn more

 

(Referencing PEXA ME-2281)

Transfer of Interest – Mortgage or Annuity Charge (VIC)

PEXA has added more support around Transfers in Victoria. Transfer of Interest can now be assigned to an Interest Type of Mortgage or Annuity Charge. A Transfer of Interest allows an Interest such as a Mortgage or Annuity to be transferred from one Interest Holder to another.

A new role is added to let VIC Subscribers deal with Annuity Charge.  When creating a new VIC Workspace in PEXA, select To deal with an interest under Representative Role. Multiple interests can be transferred in one Transfer transaction.

Note: A Transfer of Interest (where the interest type is a Mortgage or Annuity Charge) does not require a supporting Notice of Acquisition nor Duty Assessment.

Learn more

tfr_interest.png

 

(Referencing PEXA LS2-1818)

New document: Transfer by Third Party (Mortgagee) (VIC)

New to this release is the ability for VIC subscribers to lodge a Transfer by Third Party transaction in PEXA.

A Transfer by Third Party (also known as Transfer by Mortgagee) document lets a Mortgagee of a Mortgage or an Interest Holder of an Annuity Charge become the Transferor in a Transfer.

When creating a new VIC Workspace in PEXA, a new role – To deal with an interest – is available under Representative Role.  This role allows VIC subscribers to deal with Annuity Charge interests.

Note: A Transfer by Third Party requires a supporting Notice of Acquisition and Duty Assessment.

Learn more

tfr_thirdparty.png

 

(Referencing PEXA LS2-1817)

4 Likes
  • Back to Blog
  • Newer Article
  • Older Article
17 Comments
Clarkee
Clarkee Community Superuser
‎23-05-2018 07:37 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

The information on Single Sign-On (SSO) refers to the 16th June and Beta testers. Can you please confirm that this functionality is deployed on the 09/06/2018, however will not be "switched on" until after the Release, on the 16/06/2018, for selected Users who have volunteered as Beta Users?

0 Likes
EmilyBilling
EmilyBilling Product Owner
‎24-05-2018 10:32 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Hi @Clarkee

Single Sign On (SSO) functionality will go live June 16. This means that those who wish to use Single Sign On functionality (i.e. the ability to sign into Community and PEXA Workspaces using the same email address and password and remain signed into Community if accessing from Workspaces) can do so in one of two ways.

  1. Access the Workspaces SSO Beta url which has Single Sign On enabled – this url will be published on Community closer to June 16. 
  2. Use the App menu bar in the Community and click on Workspaces – this will take you to the Beta url with SSO enabled. app menu.PNG

If you do not wish to participate in the Single Sign On beta, please continue to use the current workspaces.pexa.com.au url. You can still access Community from Workspaces (current behaviour) but you won’t automatically be signed in to community if you do. 

4 Likes
Clarkee
Clarkee Community Superuser
‎24-05-2018 02:10 PM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Hi Emily, that is fantastic advice. Thank you for coming back to me!

0 Likes
EmilyBilling
EmilyBilling Product Owner
‎24-05-2018 02:12 PM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

@Clarkee you're most welcome Smiley Happy 

0 Likes
nicolalambrakis
nicolalambrakis Community Superuser
‎25-05-2018 08:37 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Hi,

 

I would like to be involved in the beta for SSO.

 

Thank you

 

2 Likes
EmilyBilling
EmilyBilling Product Owner
‎25-05-2018 10:00 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Wonderful @nicolalambrakis, I'll notify you closer to June 16. 

1 Like
HeathHill-WBC
HeathHill-WBC Community Super User 2020
‎30-05-2018 10:21 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Ability to retain filters on the main (active) dashboard will be a great change, removing the frustration of constantly needing to re-filter. 
Is this being applied to the Unread Conversations dashboard as well?

1 Like
HeathHill-WBC
HeathHill-WBC Community Super User 2020
‎30-05-2018 11:20 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

With the Go-Live of this Release falling on Monday 11-June (National Public Holiday), what Support Desk assistance will be available for those working in the WA & QLD jurisdictions, in the event there are any issues encountered with the Release? 

1 Like
HeathHill-WBC
HeathHill-WBC Community Super User 2020
‎30-05-2018 02:01 PM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

With the introduction of SSO on 16 June, will this also bring in the updated Top Navigation Bar (refer R7.1.2) to the current (workspaces.pexa.com.au) environment or will this only be in the BETA environment? 

0 Likes
TJ
TJ
‎30-05-2018 02:09 PM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Hey @HeathHill-WBC,

Our support team will be on hand on the 11th of June. As a general rule the team are available unless each state we operate in has a public holiday.

And you're right, the Top Nav Bar will be introduced to workspaces.pexa.com.au Smiley Happy

3 Likes
amason
amason Star Employee
‎30-05-2018 02:18 PM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Hi @HeathHill-WBC,

 

Yes, we are currently working on the filter for the unread conversations so you should see it in one of the next releases.

 

Thank you!

2 Likes
HeathHill-WBC
HeathHill-WBC Community Super User 2020
‎30-05-2018 03:43 PM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Can we expect any outage on Saturday 9 June, as a result of the deployment of R8.0.1?

1 Like
Saysa
Saysa Gold Star Employee
‎30-05-2018 03:47 PM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Hi Heath,

 

This hasn't yet been confirmed, but once it is, we'll update this page Smiley Happy

 

1 Like
narayapa
narayapa
‎04-06-2018 09:37 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content
could you please confirm the exact change window and expected PEXA outage (if any). We need to keep our bank users updated.
1 Like
Saysa
Saysa Gold Star Employee
‎04-06-2018 09:54 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Hi @narayapa @HeathHill-WBC

Sorry for the delay, the post has been updated and there is no expected outage.

Cheers

1 Like
Clarkee
Clarkee Community Superuser
‎13-06-2018 09:16 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

The options in the screen shot provided in the "File Description Types are now categorised" change appear to be different.

The Discharge Authority is no longer listed as an option.

 

Can you please confirm whether the Discharge Authority item has been removed as an item?

 

We utilise that selection.

1 Like
Serena
Serena
‎13-06-2018 10:59 AM
6486 Views
17 Comments
  • Mark as Read
  • Mark as New
  • Bookmark
  • Highlight
  • Print
  • Email to a Friend
  • Report Inappropriate Content

Hi @Clarkee,

The file descriptions list is dynamically generated based on your workspace role and jurisdiction. The screenshot above is based on the Incoming Proprietor's view to the list of file descriptions they can upload.

The visibility of the Discharge Authority option will not change. It is still visible for selection to Mortgagee on Title, Incoming Mortgagee and Proprietor on Title in all jurisdictions. Please see attached a sample of what a Mortgagee on Title in VIC can upload.

image.png

Kind regards,

Serena

 

2 Likes

You must be a registered user to add a comment here. If you've already registered, please log in. If you haven't registered yet, please register and log in.

  • Post a Comment
PEXA

|

Facebook Twitter LinkedIn
  • Support
  • Privacy Policy
  • Terms of Service