About Marty

Marty · Re: PEXA Release 12.1.0 | 03 August 2020

Hi @DMc, Glad you like the new feature! Each recipient specified in the recipients section receives their own email, with the PEXA user cc'd. If you enter multiple recipients, they won't be cc'd in each others emails. They just get their own email. On the private setting, this hides the settlement notification from other participants in the workspace. The recipients already get their own emails, so no need to hide these from each other. I hope that answers your questions.

Marty · ‎26-02-2020

Hi @Annelie and @stevenmorgan, Did adding a Workgroup column to the Active Dashboard help you focus on your matters? Are there any other tweaks we you think we should make in this area?

Marty · ‎28-01-2020

Hi @Annelie, @stevenmorgan , @TJ, Yes, filtering your Active Dashboard by Workgroup will be coming in release 11.1 (10th Feb). Combined with 'Sticky Filters' this will allow you to focus on just your matters whenever you log in to PEXA. You can read more about this upcoming feature here: https://community.pexa.com.au/t5/PEXA-Product-Releases/PEXA-Release-11-1-0-10-February-2020/ba-p/18725 @Annelie, to make the most of the upcoming Workgroups filter you'll need to set up workgroups for your staff. You can follow this guide on how to do that: https://community.pexa.com.au/t5/Help-Centre/Maintain-Workgroups-Help-Centre/ba-p/154 Thanks, Martin

Marty · ‎24-01-2020

Hi @helenj, Thanks for the feedback. When you're invited into a workspace to represent the vendor, their name is listed in the 'Client Name' field. However, I can see that when you're invited into a workspace to withdraw a caveat, only the caveator is listed and not the vendor. I'll add this to our to-do list. Thanks again! Martin

Marty · ‎27-11-2019

Hi @MobiLegal, @carolynnep, @mikaelagibb, We made a change to PEXA a few weeks ago (in Release 11) that allows you to view the other side's Form 24. How have you found this update? Has it made things easier for you? Is there anything you'd like us to have done differently?

Marty · ‎22-11-2019

Hi @Brianna, @cstewart, Thanks for your feedback. We're hearing of this issue more and more. But rest assured we're working with REINSW and other REIs to determine an electronic solution/process that is acceptable to all. Our aim is to make preparing and issuing orders on the agent as simple as possible. Going back to the paper process would be a step backwards. Thanks, Marty

Marty · ‎15-10-2019

Hi @LynMac, I like your idea of date ranges. I don't think we've heard that one before. Will investigate. In the meantime, have you tried the "S ettlements due in 7 days" dashboard? It's the fifth one from the top. It might be what you're looking for. Thanks, Marty

Marty · ‎03-10-2019

Hi @lisaaconvey, No, unfortunately they don't. But it's a great idea and something we plan on having available in the future. Marty

Marty · ‎19-08-2019

Hi @MarcusLiley, Thanks for the suggestion! It's a really good idea. And one that we are already looking into. I'll be able to provide more info on our progress soon. In the meantime, as long as the Law Firm doesn’t edit and represent a party in the Workspace, they won't be asked to sign the Transfer. They should only enter in to create the source line item. I hope that helps.

Marty · ‎05-08-2019

Hi @SoniaC, You'll be pleased to hear we rectified this issue over the weekend. R eturns/paragraphs will now display when reading conversations. Thanks again for the feedback.

Marty · ‎18-07-2019

Thanks for the feedback, @LorettaP1! We do plan on making the parties involved in the Transfer of eCT more visible throughout the workspace. I'll try to bump this item up the list. Thanks, Martin Karpowicz Product Owner, PEXA

Marty · ‎15-07-2019

Hi @DMc, To access the full message you'll need to log in to PEXA. This ensures any redacted information is effectively password protected. Thanks, Marty

Marty · ‎02-07-2019

Hi @DMc, I've got some more detail on the Transfer Duty task defect you and others are still experiencing. Turns out that the fix that was deployed on 15 th June (R10.0.1) only applies to Transfer Duty tasks generated after the release (15 th June). The fix doesn't clean up or fix Transfer Duty tasks that were generated prior to the 15 th June. As the Transfer Duty task is generated when the transfer doc is created, any workspaces with Transfers that were created after the release will work fine. And the number of "immortal" Transfer Duty tasks will dwindle. I hope that helps. Thanks, Marty

Marty · ‎28-06-2019

Thanks for raising, @DMc. We're looking into the SDV task issue as I type.

Marty · ‎12-06-2019

Hi @SoniaC, Thanks so much for your feedback. A glaring omission on our part. My apologies. I'll add it to our list and try to get it fixed quickly. Marty

Marty · ‎15-04-2019

Hi @Limeconveyancing, Just saw your message. Not sure what caused the Stamp Duty technical error. But I see now that your workspace is settling. Hopefully you don't encounter the issue again. Thanks, Marty

Marty · ‎25-03-2019

Hi @BytheBay, Thanks for the feedback! We'll look at the usage patterns for these panels and decide whether to do a holistic change or implement some sort of preference setting. Thanks, Marty

Marty · ‎08-03-2019

Hi @DMc, They could have javascript disabled. Here's a website they can check whether that's the case: https://www.whatismybrowser.com/detect/is-javascript-enabled Alternatively, try with a different browser? Thanks, Marty

Marty · ‎06-03-2019

Hi @TonyaDixon, Thanks for the feedback. You'll be pleased to hear we are making this exact change in the next PEXA release. From the 8th April (Release 9.1.2) the User Report will contain a 'Last Active' column to help you identify inactive users within your organisation. I'd recommend using the CSV option so you can easily sort all your user records by this new piece of data. R9.1.2 Release Notes Thanks, Marty

Marty · ‎13-02-2019

Hi @Weston3130, Thanks for reaching out. When I print PEXA screens on my machine, the margins seem ok. Nothing gets cut off. Could you send me what it looks like when you print? Email or private community message is fine. Thanks, Marty

Marty · ‎25-01-2019

Hi @mjswan, Thanks for raising this with us. We'll apply a fix for this issue in an upcoming release. Thanks, Marty

Marty · ‎10-12-2018

Hi @CraigVL, @Karolidis_and_Co, You'll be pleased to hear that over the weekend we added the ability for you to tag Settlement Notifications as 'private', which hides them from other participants in the workspace. Let us know what you think of the new feature. Thanks, Marty

Marty · ‎14-11-2018

Hi @BGoodwin, Yes, we have a defect that is stopping this tab from working correctly. We are working on a fix for this issue. Should have it resolved as part of the December 1st release, at the latest. Thanks, Marty

Marty · ‎13-11-2018

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

Marty · ‎05-11-2018

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

Marty · ‎26-10-2018

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

Marty · ‎24-10-2018

Hi @FionaS, Where destination line items are created with an "Associated Subscriber" (Water Rates, Council Rates, Body Corporate Fees, Third Party Beneficiary, GST Withholding etc.) these will be displayed for the associated subscriber when they are on the signing screen. I suspect that in your scenario you were specified as the associated subscriber for the three line items in question. Which is why they appeared at the top of your signing screen. In the November release we'll be updating the instructions on the signing screen to say "These are the destination line items that your organisation has created, or are associated with. Please confirm the details are correct and consistent with your instructions before signing." Does that address your concerns? Thanks, Marty

Marty · ‎23-10-2018

Hi @Schofield, Thanks for your feedback! We haven’t built any order or sorting logic on these screens, hence the random nature of these lists. But I agree, it can be frustrating. Sorting would be useful, but in the short term we might just build some default ordering logic (alphabetic or time created) to prevent items jumping around when refreshing the screen. I’ll add this to a future release. Thanks, Marty

Marty · ‎08-10-2018

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

Marty · ‎08-10-2018

Hi @CraigVL, @Karolidis_and_Co, When designing the Settlement Notifications functionality we asked prospective users whether they'd like the emails to be visible to all or hidden. There was some debate, but most people felt that transparency would be beneficial. For example to prevent duplication. But it's clear that one size does not fit all. Would having the option to tag a Settlement Notification as 'private' to hide it from other participants in the workspace address your concerns? Thanks, Marty

About Marty

Re: PEXA Release 12.1.0 | 03 August 2020

Re: PEXA matters

Re: PEXA matters

Re: Mandatory field for property owners name in in...

Re: Part B of Form 24

Re: Order on the Agent

Re: DASHBOARD FILTERS

Re: PEXA key & PEXA source account

Re: Source funder role | Help Centre

Re: Conversation Format

Re: VIC Ect transfer - greater visibility to enha...

Re: PEXA Release 10.1.0 | 05 August 2019

Re: Helpful hints - Why is my settlement not ready...

Re: Helpful hints - Why is my settlement not ready...

Re: Conversation Format

Re: Manually trigger stamp duty verification?

Re: dashboard layout

Re: Sharing Feedback directly with PEXA

Re: Inactive users | FAQs

Re: workspace margins are too wide

Re: Statement of adjustment error - describes vend...

Re: Property Information - Automatic email(s) adde...

Re: Recent Workspaces tab

Re: User Audit Activity

Re: Common messages in PEXA

Re: Destination Funds Details screen and we click ...

Re: Document Signing Page showing other party's De...

Re: Sorting Options (QOL Improvement)

Re: PEXA mobile app

Re: Property Information - Automatic email(s) adde...