About Marty

Hi @elynch, Yes. If you have a particular Workspace in mind, you can go to: Reports -> Workspace Activity Report ->  Select Workgroup -> Select Workspace(s) This will give you the same entries as on the History screen, but with the addition of which user performed the action. Note: only actions performed by users within your organisation will have the user listed against them. A ctions performed by users from other subscribers will only have the subscriber listed. I hope that helps.   Thanks, Marty ... View more

Hi @sylvester, Thanks for the feedback! We do have guidance in PEXA for some of the errors relating to documents: https://community.pexa.com.au/t5/Ideas-and-Suggestions/Document-Error-Guidance/m-p/9508#M577   But if there are errors that you find confusing, or that you think others will get confused by, let us know and we'll include guidance for them.   Thanks, Marty ... View more

Hi @cpodosky, Thanks for the feedback! We do have this on to-do list. It hasn't been prioritised yet, so I'm not quite sure which release it might be included in. We'll keep you posted on any progress.   Thanks, Marty ... View more

Great feedback, and yes, we’re working on solutions for when you’re out and about on your mobile phone. We have spent a lot of time recently working on a mobile responsive portal, called PEXAPlus. This is a new dashboard of all your PEXA workspaces, providing you with a visual view of your transactions, including a calendar view. It’s in pilot at the moment. For more details read our FAQ page here. We’re also reworking the Workspace Summary screen. This new screen consolidates all the statuses and indicators for the workspace, clearly informing you what’s outstanding, which will help you get your workspace ready for settlement.   Thanks, Marty ... View more

Hi @Larraine, Stamp Duty must have encountered an error earlier this morning, but it was successfully retriggered at 11am. So that issue is now resolved. However, it looks like there’s still a bit of work to be completed for this workspace to settle today. Hopefully all participants will complete their tasks by end of day. Thanks, Marty ... View more

Hi @LG, Good suggestion. We'll soon be adding the TAC Exception panel to the Workspace Summary screen to make it more obvious when this occurs. But that won't solve your issue. I'll add your suggestion to our to-do list. Thanks, Marty ... View more

Hi @MichelleWhite, Sorry for the delayed response. On your first suggestion, would these invitation notes only be visible to you or the sender of the invitation? As for notes in the workspace, we don’t plan on providing such a facility any time soon. But we are looking into the ability for you to add your own tasks on top of the ones already generated by PEXA.   Thanks, Marty ... View more

Hi @JanineS, @helene is correct. You can read more about the Settlement Notifications functionality here.   Thanks, Marty ... View more

Hi @elynch, No, unfortunately we don't currently have such a capability. But I like the idea. I'll add it to our list for future consideration. For visibility of upcoming settlements, if generating the report is a bit tedious, maybe consider sorting your dashboard by the Settlement Date &Time. Thanks, Marty ... View more

Hi @NatalieCole, Do you have a Transfer document in your workspace yet? The Stamp Duty screen won't be accessible until a Transfer document is created. Thanks, Marty ... View more

Hi @Cory, You and I have discussed over email, but for anyone else that has the same feedback I thought I'd also respond here.   Thanks for your feedback. We haven't heard of any push back from agents so far. When we were gathering the requirements for this functionality, there was a desire to replicate the look and feel of the existing Order on the Agent process as much as possible (letterhead, signature, scan, email) to ensure as little resistance from recipients as possible. But this doesn’t translate well to the new electronic world, so we opted for the fairly simplistic approach of text in an email. Having the ability to upload your company’s logo to be included in the email (analogous to a letterhead) was on the cards, but unfortunately capacity was an issue. Allowing subscribers to upload logos and patching them through into emails PEXA generates is harder than it sounds. Perhaps a future release will include it. Even so, when we analysed the existing Order on the Agent  process we got the impression that the conventions of letterheads and signatures were just that, conventions. Hopefully the streamlined Settlement Notification process we've introduced will become popular enough to change these conventions. Even if that takes a while.   Thanks, Marty ... View more

Hi @WITMLawyers, We'll look into   why our system allowed   you to select a combination that resulted in you encountering this error. I see that you've resolved the issue by selecting another value. Glad it's moving along. Let us know if you come across any other issues. Thanks, Marty ... View more

Hi @BGoodwin, As discussed offline, these particular notifications are triggered when a  Mortgagee on Title enters a Payout Figure in the Financial Settlement. Email subject: [Workspace reference] - Action Required: Payout Figure has been entered for Financial Settlement   These are working as expected. The idea behind them is that you, as the Incoming Mortgagee, should be notified when the Mortgagee on Title has entered their Payout Figure, so that you can then go into the workspace and match their Payout Figure with Loan Proceeds. Some subscribers rely on this as a trigger to enter the Loan Proceeds. Some banks seem to be entering multiple Payout Figure line items. This is resulting in multiple Payout Figure notifications. We could look at aggregating these in the future. But for the time being we'll stick to the one-for-one approach.   Thanks, Marty   ... View more

Hi @BGoodwin, Thanks for the feedback. I'll see if this one has somehow flown under the radar or is meant to be sent. If the latter, I'll question its usefulness. Thanks, Martin ... View more

Hi @SCS, Thanks for the feedback and suggestion. We'll add some guidance in PEXA. We'll also look into the task to make sure it's appearing correctly. Thanks, Martin ... View more

Hi @MorganConveyancing, Thanks for letting us know. We fixed this over the weekend. Should all be working now. Martin ... View more

Hi @TisherLiner, @Clarkee, Thanks for the feedback. We weren't expecting to encounter this error. But now that we have, we've made an update to the guidance. You should see this on the document screen now: Thanks, Marty ... View more

Hi @Susandunn, No, unfortunately the  water usage adjustment won't be amended on 21 May. But it is on our list for a future release. Thanks, Marty ... View more