About jiyeow

Hi @LLW, and @HeathHill-WBC, I hope this finds you well. Having discussed internally with our FI Team, we don't believe that there will be any changes/impacts to the way Bankwest and Westpac are integrated with PEXA. Existing Notifications sent through the Notifications API remain unchanged. As part of this Release, we have only modified the generated email's text content, and altered its formatting. Here is a side-by-side comparison of the   'AS IS' and 'TO BE' of the email changes as requested, with the changes highlighted in RED: I hope that this helps. If you'd like us to reach out with further details, please don't hesitate to let us know and I will arrange for this through the FI Team. Thank you, Jon  ... View more

Hi @sgoscombe ,   The Transaction Type changes have been temporarily switched off while we resolve an issue with Subscribers joining existing Workspaces with a Transaction Type. Our Team is working on resolving this as a priority, and we endeavour to have Transaction Type switched on again by sometime next week. We sincerely apologize for any inconveniences that this may have caused.  Regards, Jon ... View more

Hi @KarenC, I hope that this finds you well. Responding to your question below: Question:  With survivorships, can we choose to have an issued title or is it automatically a non-issue? This depends on whether the Title(s) added in the PEXA Workspace has a Duplicate Certificate of Title issued for it. If a Duplicate Certificate of Title has not been issued for that Title, you cannot request a Duplicate Certificate of Title to be issued. However, if a Duplicate Certificate of Title has been previously issued for that Title, you could choose the option of Issuing a Duplicate Title through the Lodgement Instructions Document.   For more information on how to provide the Duplicate Holding and Duplicate Issuing Instructions details in the Lodgement Instructions Document, please refer to the following Help Centre article - here.   I hope this answers your question.   Regards, Jon ... View more

Hi @MichelleF,   Thank you for the feedback! Although the email text within the Settlement Notification can be edited to your liking (by typing over the text), there are definitely some benefits in being able to maintain your own custom email templates to be used in Settlement Notifications.   I will relay this feedback through to the relevant team for their consideration.    Regards, Jon ... View more