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13-11-2018
04:03 PM
Hi, Thank you for the reply. When we look at Reports -> Workspace Activity Report -> Select Workgroup -> only seventeen workspaces are listed. The workspace we are wanting the history/audit on does not show in the Workspace list. How do we run this report on Workspaces omitted from the Reporting Workspace list, even when the correct Workgroup has been selected? Elisabeth
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13-11-2018
09:54 AM
Hi, How does one run an user audit activity report. One a Workspace, you can view the history of actions within the Workspace; however it does not show which user action each revelant item. Is there a report which shows the user activity within the Workspace?
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17-07-2018
12:23 PM
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Is there any way to set up a report, like Settlements by Settlement Date with the report criteria pre-filled to automatically run on a daily basis and be sent to my email address?
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22-03-2018
10:33 AM
The second option provided was very helpful as it breaks down the PEXA payment reference such as PEXA12345678D01, which allows you to locate the relevant workspace on search function. As for search or reporting on any PEXA monies received into Trust. The Settlement Completion Record is only useful if you know what matter/client/workspace the monies relate to. The Reports available are not useful as due to the limit search criteria. You can select a date range for the report, however you need to specify a settlement time before being able to run a report. You don't know the settlement time, so you really want the report to run for a date range and include all settlement times. How do we submit feedback to have the report criteria improved? You refer to accessing the Trust Account Authorisation Record from the Source Funds section of all Workspaces. I view all Workspaces, but do not see this section.
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22-03-2018
08:39 AM
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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16-03-2018
02:23 PM
As the accounts person who reconciles all transactions on the Trust and Office bank account for the law firm, is there any report I can run within PEXA to show me which matter/client the PEXA bank transactions relates? Or is there any way to search the PEXA reference which appears on the bank statement?
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06-07-2017
09:00 AM
How do we change the PEXA tax invoice to be emailled to the accounts department rather than the Lawyer who is the PEXA admin?
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