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Importance of using the correct Transaction Reference when creating Destination Payments

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Morvanna Community Manager - Queensland
Community Manager - Queensland
Morvanna

Importance of using the correct Transaction Reference when creating Destination Payments

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‎04-06-2019 09:42 AM

When creating your Destination payments in the Financial Settlement Schedule is it important that you put the correct Transaction description so that the party receiving the funds is able to then reconcile the monies.  When creating this payment the system automatically inserts the PEXA Workspace ID, however, you should be mindful that most parties receiving these funds will require their specific reference instead.  For example; if the Agent if receiving payment for the balance of their commission they would require the Invoice Number noted on their statement.

 

This link provides more information on creating Destination payments - Complete Destination Details.

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helene Star Employee
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helene

Re: Importance of using the correct Transaction Reference when creating Destination Payments

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‎04-06-2019 05:55 PM

Great tip @Morvanna  Smiley Happy

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