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Writer's pictureLeslie Leahy
Jan 10

Version 1.2.4 🔄

Welcome to the second week of 2024 and you guessed it - we're releasing new OPEX features! 😆 We start the year with more flexibility on purchasers, and their solicitors on exchanged contracts, including:


  • Contracts: You can now change the "Purchaser" on an exchanged contract

  • Contracts: You can now change the "Purchaser Solicitor" on an exchanged contract

  • Sales Schedule: You can now update a Purchasers "TFN" details on the Sales Schedule

  • PEXA Projects: The project level "PEXA Details" screen has been improved

  • Email Campaigns: Purchaser, and Purchaser Solicitor recipients are now ordered by their "lot" number


 

Change Purchasers on exchanged contracts

Open an exchanged contract and navigate to the "Purchaser's Details" tab (the first tab) in the wizard, there you'll find a new "Replace Purchaser" link at the top right of the purchaser details section.


  • Replace a purchaser on an exchanged contract

  • Attach a document (nomination forms etc) to evidence the change

  • The original purchaser details are retained, as well as the new purchaser

  • The original contract remains unchanged

  • A history of all changes is kept in a new "Nominations" menu item

  • All "Nominations' are linked to the contract, and the sales schedule

  • Both the original, and new purchaser are used in Email Campaigns



After you have changed a purchaser, use the 'history' icon to access the original, and replacement purchaser details.



Change Purchasers Solicitor on exchanged contracts

Open an exchanged contract and navigate to the "Contract Details" tab (the second tab) in the wizard, there you'll find a new "Replace Purchaser Solicitor" link at the top right of the purchaser details section.


  • Replace a Purchaser's Solicitor on an exchanged contract

  • Attach a document (engagement letter etc) to evidence the change

  • The original solicitor details are retained, as well as the new details

  • The original contract remains unchanged

  • A history of all changes is retained

  • The new solicitor details are used in Email Campaigns




Change a Purchasers TFN

You can now update a purchasers TFN from the Sales Schedule.




PEXA Projects

The "PEXA Details" screen has had some layout and validation improvements to reduce the risk of validation errors when communicating with PEXA. We've also made the Vendors 'links' to open their records in a new screen for quick reference.




Email Campaigns

Recipients are now ordered by their "lot" number (where possible). Just a small 'quality of life' change.




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