Hi Ames, Your response does not assist with my enquiry, nor provide a method to resolve such, whether it be via a report or a search function within PEXA to locate the relevant matter/client in which we received funds into our bank account. Lets take a step back from PEXA. I am looking at the law firms actual Office and Trust bank accounts. There has been a deposit of funds into these accounts today from PEXA. Next step, I need to ascertain what these monies are for - our costs or client Trust monies. However I do not know which client or matter. So I access PEXA and need to identify which matter/client these monies relate to. How does one identify such when there is no report to do so, nor a search function to use the PEXA reference displayed on the Office or Trust bank account to locate which matter/client/workspace these funds relate to.
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