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since ‎01-08-2018
‎01-10-2019
JodieS
JodieS
Occasional Contributor
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About JodieS

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Latest Contributions by JodieS
  • Topics JodieS has Participated In
  • Latest Contributions by JodieS

Re: PAYOUT not entered less then hour before settl...

by JodieS in Ask the PEXA Community
‎30-09-2019 12:09 PM
1 like
‎30-09-2019 12:09 PM
1 like
I agree this is very frustrating. If this was a paper settlement we would not be getting figures the day of or minutes before settlement. the banks need to lift their game.    Ideally figures should be in 2 days before hand and signed off, whether its payout or available funds as we have to advise the clients before settlement what the funds are!    I am finding that banks often don't sign off either and settlement keeps rolling because even though they are ready, they just do not sign off. it is getting ridiculous. ... View more

Re: Simultaneous Settlement when different practit...

by JodieS in Ask the PEXA Community
‎29-07-2019 12:45 PM
1 like
‎29-07-2019 12:45 PM
1 like
hi, I would also like to know this? At the moment we are told to invite the other practitioner to our workspace, even though they are not party to it. Is there another resolution to this as yet? It happens more often than you think! ... View more

Re: Merging a Purchasers Caveat on completion NSW

by JodieS in Ask the PEXA Community
‎12-06-2019 11:34 AM
‎12-06-2019 11:34 AM
Are we now able to create a purchaser caveat in the transfer workspace? Last time I attempted this I was told that the caveat would not be registered until completion, which obviously defeats the purpose. Do we still need a separate workspace for the caveat? ... View more

Re: How to Complete a Simultaneous Settlement in P...

by JodieS in Help Centre
‎03-06-2019 12:20 PM
1 like
‎03-06-2019 12:20 PM
1 like
thanks for your response. Is there going to be a way to conduct simultaneous settlements in future without financially linking them? I ask, because at the moment we are linking them by $1 which has to come out of the source account (being trust) and then gets paid back in the trailing matter.    The problem with this is, it is a breach of trust accounting rules. We cannot just take out and put money back into trust, it doesn't work that way. If our client has money in our trust account we would need their authorisation to do this (which means getting authorisation to move $1), and if they don't have money in our trust we are breaching the trust account rules. It may seem silly for just $1, but trust accounting rules are quite strict and we cannot just take out and put back money in this way.  ... View more

Re: How to Complete a Simultaneous Settlement in P...

by JodieS in Help Centre
‎27-05-2019 04:45 PM
‎27-05-2019 04:45 PM
Is there a way to link settlements so they happen simultaneously without a financial link? E.g. can we have 2 sales settle at the same time but obviously not connected by funds. ... View more

Re: Transfer half share to spouse without monetary...

by JodieS in Ask the PEXA Community
‎09-05-2019 10:25 AM
‎09-05-2019 10:25 AM
Has this matter been resolved or updated in pexa? There are instances where no valuation or stamp duty is required and we are therefore unable to proceed on pexa this way. I have spoken to land titles who agree no valuation or market value should be required.   Is this going to be updated?  ... View more

Re: Missing workspaces on dashboard

by JodieS in Ask the PEXA Community
‎04-02-2019 12:54 PM
3 Likes
‎04-02-2019 12:54 PM
3 Likes
Hating the new dashboard or recent workspaces page. I find it completely useless and just go back to the old dashboard. ... View more

Authorisation forms

by JodieS in Ask the PEXA Community
‎19-12-2018 02:12 PM
‎19-12-2018 02:12 PM
Are the client authorisation forms required for a caveat? if we have already ID them? ... View more

Group workspaces

by JodieS in Ask the PEXA Community
‎13-12-2018 12:31 PM
1 like
‎13-12-2018 12:31 PM
1 like
Hi,    Can you please look into grouping the workspaces somehow? I am told you cannot do this. The problem we currently have is we are acting for a party on approx 20 transactions, some of these are linked however you cannot tell this in the dashboard. it just appears as 20 different workspaces. Any other staff member would have to view each workspace to figure out what is linked. ... View more

Amending adjustments

by JodieS in Ask the PEXA Community
‎15-11-2018 12:08 PM
‎15-11-2018 12:08 PM
HI, when acting for the vendor I've noticed that if the purchaser puts adjustments in and they need amending, this cannot be done by the vendor side. Why is this? or is there a way? Otherwise we need to prepare a settlement sheet to send to them rather than just adjust figures in pexa. ... View more

Re: PEXA Certified Badge

by JodieS in Ask the PEXA Community
‎04-10-2018 04:49 PM
‎04-10-2018 04:49 PM
What are we supposed to receive once becoming certified? I have received a badge in pexa community (is this what we use on emails etc?) and have received email certification. Is everyone supposed to receive a trophy also? ... View more

Address for service of client is overseas

by JodieS in Ask the PEXA Community
‎23-08-2018 11:23 AM
3 Likes
‎23-08-2018 11:23 AM
3 Likes
Hi I am preparing a caveat for a client in the US however the caveat form does not allow for overseas address details. How can I complete this correctly? At the moment I have entered the address but it still insists on an Australian  State and postcode. ... View more

Re: New PEXA login screen

by JodieS in Share your Experiences
‎21-08-2018 12:07 PM
‎21-08-2018 12:07 PM
I was sent an email to log in and set up MFA however nothing happens? the new log in page is there but I do no have any options to set up SMS/Ping it just logs me in as normal. ... View more
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Re: references on bank payments

by JodieS in Ask the PEXA Community
‎01-08-2018 03:53 PM
‎01-08-2018 03:53 PM
thank you for the response. I have not seen any "transaction description" field. where is this? ... View more

Re: references on bank payments

by JodieS in Ask the PEXA Community
‎01-08-2018 12:47 PM
‎01-08-2018 12:47 PM
Has there been an answer to this? We are also receiving pexa numbers on our bank statements which is causing problems. How do we get our own reference numbers there? ... View more
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