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Product Updates

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  • Version 1.8.7 🪅

    Today's update we released a raft of new features in our Settlement Calculator and have provided some great new tools for Contract Elements that we know you'll love. 📣 Did you know we implement the majority of features suggested by our users? Shout out to our awesome clients who continue to come up with amazing ideas to help make OPEX the best project conveyancing system out there. You all rock! 📄 Contract Elements : This is the one you've been waiting for... Duplicate published contract elements to a 'draft' version Replace a draft contract elements PDF file while retaining all merge fields 🧮 Settlement Calculator : A huge upgrade, including Penalty interest calculator Ability to apply GST Withholding values in bulk An option to specify "funds held in trust" as part of the calculation Ability to "one click" add the remaining vendor funds (which considers 'funds held in trust') Period shortcuts for adjustments (current month, current quarter etc) An option to include/exclude the first day of the period Improved labelling for "Paid (Payable by Purchaser)" and "Unpaid (Payable by Vendor)" Improved "days calculation" for "Unpaid (Payable by Vendor)" adjustments 🖊️ General Enhancements : And a few minor improvements A value is no longer shown in the "Unit No." column for land subdivision contracts Improved instructions/details on the "POA" signing settings Contract Elements We've added two awesome features to make working with Contract Elements so much easier... oh, and we changed the buttons to "icons" under the contract elements, but you can always turn off "Compact View" (checkbox at the top) to return to the old-style interface. Duplicate Click the "Duplicate Contract Element" icon under a published Contract Element - it will then be duplicated to a draft version with all merge fields and signature panels already in place. Replace File Click the "Replace File" on a draft contract element to effectively "swap" the original PDF file with a new one. All merge fields and signature panels remain in the Contract Element ! 🫨 This one is awesome, a HUGE time saver! 💪 Settlement Calculator We added lots of new features based on feedback from our users. Penalty Interest Calculator You can now calculate penalty interest directly in the Settlement Calculator. Just select the category "Penalty Interest" and follow your nose! Bulk GST Withholding Add the GST Withholding cheque direction in bulk, with the correct value from each contract in a single process. Funds Held in Trust & Add Vendor Funds The calculator now automatically adds the deposit value to the new "Funds Held in Trust" field... which can be adjusted if needed (for interest etc). When used in combination with the new "+ Vendor Funds" button it automatically adds the Vendor Funds payment direction taking the funds held in trust while considering the funds in trust. Period Shortcuts & Include First Day of Period Quickly set your from/to period dates using our new shortcut... and the "Include first day of period" to toggle the calculation method. We've also kept the "Number of Days" field editable so you've still got unlimited flexibility. Improved Labelling This is a small one, but important - especially for new users. The "treat as" labels have been updated so they now indicate who pays what. Sometimes the small changes have the biggest impact. 😊 General Enhancements The Project Contracts list screen no longer shows a default value in the "Unit Number" column for land subdivision contracts Clearer instructions on the Power of Attorney settings in Project Settings

  • Version 1.8.6 🌶️

    Today's update we changed our main menu and added a ton of "quality of life" improvements. Checkout the full list below. 😀 🖱️ Main Menu Restructure : We've enhanced the main menu ⛔ Rescinding Contracts : Can now be done from the contract directly 🗺️ Land Sub-Divisions : "Unit No" removed in various places 🔀 Changing Template Versions : Warning if changing templates could be dangerous 🔽 Downloading Variations : Ability to download Variation PDF files 📄 More Reporting Table Columns : Options for create and send user and date/time 👱‍♀️ Purchaser Capacity Tweaks : More options and various polishing ❇️ Guarantor Merge Fields : For TFN and DOB 💭 Minor Tweaks : Various bit's n bob's Main Menu Restructure As OPEX has evolved beyond just "Projects" we have decided it's time that our main menu reflects that and have updated it accordingly. We've nested all the Projects function under one main menu, renamed "Resale" to "One-Off Sales" and done a general shuffle so it's more logical. Rescinding Contracts You can now rescind exchanged project contracts directly from the contract itself, not just via the Sales Schedule. Look for the red circle-slash icon above the contract history. Land Sub-Divisions You'll no longer see reference to "Unit Numbers" on the below screens for land sub-divisions: Settlement Calculator; and Lot selector on the Contract Details wizard step Changing Template Versions If your contract has "input fields" with content and you use the "Change Version" feature - it's likely you'll lose the data in the input fields. In this situation you'll now be warned about potential data loss before proceeding. Downloading Variations Variations now support the latest command bar with a "Download" option. More Reporting Table Columns We've added more reporting table columns for: Create Date/Time Create User Send Date/Time Send User Purchaser Capacity Tweaks We've made a number of changes to the way a purchasers capacity works for project contracts. Where the purchaser capacity is a "Trust" or "Power of attorney" the s127 checkbox now reads "Add additional text about signature panel" Where purchaser capacity is "Power of attorney" a signatory name can be specified there's a new "Position" option for "Attorney" Where purchaser capacity is "Company" there is a new option to "Sign under Section 126" The "s126/s127/additional text" field now supports two lines of text above the signature panel (previously one line); and provides user feedback if too much text is entered in the field Guarantor Merge Fields We've added two more merge fields for Guarantors: TFN; and Date of Birth Minor Tweaks The "Email Address" field for users is now read-only You'll now be prompted to confirm when archiving a contract Heading changed from "Capacity" to "Capacity of Signatory" on the purchaser details step of the contract wizard

  • Version 1.8.5 📄

    Today's update we have further enhanced reporting, added a new 'not proceeding' feature for contracts and added support for tables in email campaigns. ⛔ Contract Not Proceeding : Mark an issued contract as 'not proceeding' to cancel the contract, but retain it in OPEX for historical and reporting purposes ✉️ Email Campaigns: Use tables in your email campaigns 📄 Reporting : You can now... Run reports over large projects without risk of timeout Add "Settlement Days" and "Settlement Date" to reports Report over multiple projects/stages at a time Include "rescinded" contracts in reports Include contracts "not proceeding" contracts in reports Contract Not Proceeding Where a contract has been issued but is not proceeding for some reason - instead of returning it to draft and deleting it you can now mark it as "Not Proceeding". Doing so has a number of benefits, including: You can include "not proceeding" contracts in your reports (details below) The contract stays in OPEX for future reference/record keeping You can (optionally) automatically email parties to the contract to advise them the contract is not proceeding Tables in Email Campaigns Insert tables in email campaigns. Yeah. Um... tables. Not much else to say about tables. Reporting When running a report you can now select multiple projects to be included in the Excel file. Where you select more than one project OPEX automatically inserts "Project Name" as "Column A" so you know which row is for which project. Where a reports data source is "Contracts" you'll be given the option to include "Not Proceeding" and/or "Rescinded" contracts in your report. Where you include "Not Proceeding" and/or "Rescinded" contracts in your report they'll be added to additional colour coded sheets in the Excel file automatically.

  • Version 1.8.4 🤖

    Today's update has something for everyone. New project and contract filters, an additional merge field, deposit improvements, better SMS code visibility and a new API endpoint! 🤠 📲 SMS Code : See SMS codes in the contract history (you'll love this one!) 📄 Contract Filters : New filters for "off the plan" and "post registration" contracts 🏢 Project Filters : New filters for "off the plan" and "post registration" projects 🔡 Merge Field : A new merge field for "Deposit Percentage" 💵 Deposits : Ability to 'clear' incorrectly received deposits 🔐 Contract Elements : Support for encrypted PDF files 🤖 Integration : New API endpoint to get contract PDF files SMS Code You can now see each time a purchaser, or their solicitor requests an SMS code to access a contract - including a "success" or "failure" status for the SMS delivery... and the SMS code itself ! 😮 This provides even more visibility over how purchasers are interacting with your contracts and gives you the ability to provide the SMS code over the phone if needed. Contract Filters You can now filter project contracts by off-the-plan or post-registration. Project Filters ...and you can filter projects by off-the-plan or post-registration. Deposit % Merge Field We've added a new merge field called "Deposit Percentage" which can be used in project contracts and/or custom reports. This merge field will calculate and insert the deposit percentage for you. Clear Deposits Incorrectly mark a deposit as paid? Use the new "Clear Date" option to reset it. Integration: ContractDocument Want to store a PDF copy of an exchanged contract in your PMS/DMS? Use the new ContractDocument endpoint to get the PDF file for any project contract. 🤖

  • Version 1.8.3 🔗

    Another week, another big OPEX update. 🤪 📊 Reporting : You can now 'delete' archived custom reports ✍️ Signing Methods : We added a new project setting so you can specify which digital signing methods you want to allow (type it, draw it, upload it) 📨 Email Notifications : Add users (law firm, developer and/or agent) to be notified by email when A deposit is received A finance condition is satisfied A FIRB condition is satisfied; or A contract is unconditional 💰 Deposits : A new project setting to allow Agent users to mark deposits as received 📅 Exchange Due Date : A new project setting to active a field for "Exchange Due Date" with related merge fields and a reminder email 💵 Purchase Price Discount : A new project setting to activate the ability to have a "discount" on a purchase price, with associated merge fields 🤖 Intergration : The first version of our Public API is now available and includes Events and REST endpoints Reporting You can now delete an archived report. Not really much more to say about this one. 😆 Signing Methods OPEX supports three methods of people signing documents: Draw it (where someone squiggles their signature with their finger on their phone) Type it (where someone adopts a typed version of their name); and Upload it (where someone uploads an image of their signature) This new feature allows you to control which options are available to your users, for specific projects. Deposits You can now allow Agent users to mark deposits as received. Look for the appropriate setting in "Project Settings" to activate this feature. Exchange Due Date Want to provide a 'deadline' by which a contract must be exchanged? Now you can. Simply activate the relevant option in Project Settings... ...and specify the Exchange Due Date when creating a new contract. Optionally add yourself (or your team members) to reminders for the Exchange Due Date in Project Settings to be sent a reminder the day before the exchange due date for each contract. Purchase Price Discount This new feature allows you or your Agent users to apply a "discount" on the purchase price, which has associated merge fields and logic. When turned on a new "Discount Amount" field will be found on the "Contract Details" step of the contract wizard. It automatically recalculates the purchase price and deposit amounts... and has all the relevant merge fields. Of course. 😉 Integration The OPEX Public REST API is now available! 🥳 Authentication "System to System" OAuth 2.0 authentication. REST API Initially released with a single "Contracts" GET request endpoint that returns all information about the specified contract. Events The secret sauce of the OPEX integration strategy, "Events" are proactively sent to your system via a webhook so that you know when things are happening without having to continuously ping OPEX. At launch we're providing Events for "Contract Created", "Contract Sent for Signing" and "Contract Exchanged". Developer.OPEX Our new developer portal housing our REST API and Events documentation is now online and available to help you and your team build awesome OPEX integrations. 😎

  • Version 1.8.2 ✍️

    Did you know there are two versions of OPEX? OPEX Real Estate: Our full "eConveyancing " Platform everyone knows and loves, which includes support for Project Contracts Variations Nominations General Conveyancing; and Documents OPEX Business: A cut down version of OPEX that is laser focused on getting your business documents signed quickly ⚡ OPEX Business The following changes have been implemented to the OPEX Business platform. Improved dashboard Removed the "Events" function Added support for Entra ID Various UX improvements Implemented our enhanced PDF handling to reduce final document file sizes Document Signing Improvements You can of course use OPEX Business AND Real-Estate to sign general documents under the " Documents " menu. The following improvements have been made to this part of the system. Ability to turn off SMS codes for signing parties (just for "Documents") Exchanged documents can now be archived You can "Drag and Drop" to add more documents You can "Drag and Drop" to re-order documents Upgraded PDF handling to reduce file sizes You can automatically populate the party signing details with your details from your OPEX user profile (great if you're preparing and are a party to a document) Reporting We made some minor tweaks to our new reporting module based on early user feedback. Our standard OPEX reports now have their own "OPEX Reports" tab Your reports live in the "Custom Reports" tab If you have any reports marked as a "Favourite", then the "Favourites" tab will be your default landing page for the reporting system The legacy "Sales Schedule" has been removed to avoid confusion

  • Version 1.8.1 📊

    Everyone loves a good report, and now you can create your own custom reports in OPEX! 😮 Reporting:  Access all OPEX reports from a single screen and create your own sophisticated Excel report Enhanced PDF Support: Our PDF processing has been enhanced to better support complex PDF files, such as those created by AutoCAD software Finance Merge Fields : Our individual finance merge fields (eg: "Finance Amount") will now show "N/A" where a contract isn't subject to finance ...continue reading for all the details. Reporting Ready to create your own Excel reports that can be saved and generated directly from OPEX? Lets take a look! 😎 We've introduced a new main menu item called "Reporting" where you'll find all of the standard "OPEX" reports, these include: Sales Schedule (the legacy sales schedule report) Note we plan to remove this report in the near future as we expect you'll create far better sales schedules using this tool ;) Events (the same export as run from the Events screen) Project Lots (the same export as run from the Lots screen) Project Contracts (the same export as run from the Project Contracts screen) Project List (the same report as run from the Projects screen) You can't edit the standard OPEX reports...however, the most fun thing about the new Reporting system is the ability to create your own custom Excel reports . Keep reading to learn now. 🤓 Creating a Report Custom reports can be created by "Law Firm" users and have the following features: Set a report name and description Set permissions to determine which user types can see the report (eg: make a report only available to "Agent" users) Specify if you want the report to have one row per "lot" or per "contract" (eg: if set to "per contract" and lot doesn't have a contract against it, it wont be included in the report) Add the "Table Columns" you want included in your Excel report, the Table Columns include all contract merge fields, all lot related data, and all "list" information (eg: a list of selected improvements for a contract) Table Columns with finance data (eg: "Purchase Price") are automatically summed at the bottom of the column We've added even more merge data points for so you can create some awesome reports Click and darg to re-order the columns Click on a table column name in the report list to rename it Save a report as "Draft" to only allow other people in your firm to view it (great when you're playing with new reports) Change it to "Published" to make it available to other users Favourite a Report Click the 'star' on a report to add it to your "Favourites". Report Permissions Use the context menu (three dots at the top right of a report card) to access the "Permissions" for that report. Here you can specify which user types are able to see and run this report. Example Below is an example of a custom report created in OPEX, note the following: The header has an OPEX blue background colour Alternating rows have a slight grey background colour Columns with finance data are summed at the bottom We've introduced some new merge fields such as "Has Finance' which insert as Yes/No checkboxes You can even insert an "Improvements List" merge field to show which improvements a contract has selected, including the additional cost (where appropriate) We've also added more "Deposit" related merge fields allowing you to create reports that show how much a deposit is, when it is due for payment and when it was actually paid Each report has an "Info" sheet that shows when the report was run, who by, the name of the report and the name of the project the report was run on What do your clients see? Your "Developer" and "Agent" client users will see reports they have access to based on the report permissions They can "Favourite" reports for themselves If they run a report over multiple projects (such as the "Project Contracts" report) it will only return contracts/projects they have access to They do NOT see the "Drafts" or "Archived" sections of the Reporting system They can NOT create their own reports, this feature is restricted to Law Firm users (at least for the moment) Below: The "Reporting" system as seen by a Developer user in OPEX

  • Version 1.8.0

    Todays update is all about merge fields, specifically for directors (where a purchaser is a company) and finance. FIRB & Address for Directors:  You can now capture the address and FIRB status of directors/secretaries where the purchaser is a company New Merge Fields: New director and finance merge fields ...continue reading for all the details. FIRB & Address for Directors Where a purchaser is a company, trust, or power of attorney you to capture the FIRB status and address for the directors/secretaries. New Merge Fields We've added merge fields for the new input fields mentioned above, but also for the name, email and mobile number for the director/secretaries of the company where the purchaser is a company, trust or power of attorney. Purchaser's Director/Secretary Name Purchaser's Director/Secretary FIRB? Purchaser's Director/Secretary Address Purchaser's Director/Secretary Email Purchaser's Director/Secretary Mobile We have also added more finance merge fields, so if you're using a contract that doesn't fit our standard 'finance block' merge field (such as the standard REIQ contract), you can now individually place the finance merge data. Finance Lender Finance Amount Finance Date

  • Version 1.7.9 🖨️

    In todays update we bring "paper contracts" to the main "project contracts" list, enhanced the project dashboard for agents and added more 'lot' related merge fields. Paper Contracts:  Are now shown in the main "Project Contracts" list, including the ability to mark deposit, finance and firb as completed. Agent Dashboard: Shows contract data for regular and paper contracts. About: It was about time the "About" screen got a refresh. Merge Fields: New lot merge fields. Sales Schedule: Added validation on some dates. ...continue reading for all the details. Paper Contracts You've always been able to upload contracts signed outside of OPEX to the Sales Schedule of a project. However they never showed in the main "Project Contracts" list... until now! Paper contracts now show in the "Project Contracts" list They show with a green status of "Paper Contract", and are consider to be "Exchanged" by OPEX You can now mark the deposit, finance and firb items as completed for paper contracts There's also a new 'filter' item for "Paper Contracts" in the project contracts list When viewing a paper contract an information panel will clearly indicate that it was signed outside of OPEX You can still download, share and archive paper contracts Agent Dashboard Contract data for "paper contracts" now shows on project dashboards for agents. About We updated the "About" screen in OPEX to add Karen, and gave it a bit of a UI overhaul in the process. 🥚 Merge Fields A number of new "Lot" fields and related merge fields have been adeed. These can be found in the "Lots" screen for a project, and the merge field list when creating a contract element. They're also in the lot importer, and export. New merge fields include: Lot Allocated Carparks Lot Allocated Sub-Lots Lot Debth Lot Width Total Lot Area Lot Type

  • Version 1.7.8 🌪️

    Todays update has a little bit of everything, but we think you're going to be particularly interested in the "approval email & attachments" feature. 😉 Purchaser Deposit Reminder:  A new option to automatically send an email reminder to purchasers to pay their deposit. Internal Reminders: Send reminders to members of your team for deposits, finance and FIRB dates. Contract Workflow: A new option for your developer clients to approve contracts after the purchaser has signed, but before it's sent to their signatories. Approval Email & Attachments: You can now add a message and attachments to the email sent to your client when you approve a contract for signing. Project Contracts Export: Export your list of project contracts to Excel. Additional Documents: We've added searching and archiving functions to 'additional documents'. Purchasers Address Block: A new merge field for 'purchasers address block'. Merge Fields: You can now move merge fields using the arrow keys on your keyboard (great for accurate placement!). Navigation: You can now use the breadcrumb to navigate. User List: Page size increased to 20 records per page. ...continue reading for all the details. Purchaser Deposit Reminder Automatic email reminders can now be sent to purchasers who haven't paid their deposit. See the "Reminder Emails" section in project settings. Internal Reminders Automatic email reminders can now be sent to your team for: Purchaser Deposits Finance Due FIRB Due You can specify different users to receive the emails, and can send reminders on the due date, and/or every 5 days after the due date until that item is marked as complete. See the "Reminder Emails" section in project settings. Contract Workflow We've added a new contract workflow called "Vendor to check the contract before releasing it to the vendor authorised signatories". This is great for larger developer clients who have more complex internal approval processes and can be used in conjunction with your own internal approvals too. Approval Email & Attachments Ok... this is a big one - and we've turned it on for everyone who uses approvals. If you would like to turn it off you can find the relevant setting in "Project Settings" as pictured below. ...we think you're going to want to leave it turn on though. Keep reading. 😎 When a contract has been signed by the purchaser and is ready for you to approve it, you now have some options. You'll click "Approve" as normal... ...after which you'll be prompted to enter text and/or add attachments to be included in the email that is sent to the authorised signatories. You can add as much text, and as many attachments as wish. The attachments have no file size limitation. Next you'll see a preview of the email that will be sent to your vendor. Note the email includes the standard OPEX introduction and "Open Contract" button, but also your content added below - including the attachments. At this stage you can go back to add more content or attachments, or continue with the approval. You'll be given one last chance to make changes before approving the contract and sending it to your client for signing. Any messages or attachments included in the approval process are always available in the 'history' section of the contract. Just click on the message or attachments to open them. Project Contracts Export Export your project contracts to Excel. This feature is available for all user types (including developers & agents) and allows them to export only the contracts they have access to. The export honours any applied filters, meaning you can filter on a specific project or contract status to refine your list before exporting. The Excel file also includes the due dates for deposit, finance and FIRB. The date cells are colour coded to reflect the status. White = Not yet due Green = Paid/Satisfied Red = Ovedue Additional Documents The "Additional Documents" in contract elements now has the ability to search for and archive additional documents. When archived an additional document isn't available to be inserted in a contract. Purchasers Address Block We've added a new merge field called "Purchaser's Address Block" which formats in the traditional 'postal' format. To facilitate this new merge field we've changed the way the address is added for a purchaser. Now when doing a search for the address the system will populate the relevant fields for "Address 1", "City" etc. You'll also be able to tweak these values if needed. Merge Fields You can now use the 'arrow keys' on your keyboard to move merge fields. This is especially helpful when trying to place a merge field in a specific location. Navigation Click on the breadcrumb to navigate.

  • Version 1.7.7 ☀️

    Todays update has something for everyone! Agent User Project Dashboard:  Now shows a list of all lots, their status and contract information Deposit Email:  You can now decide 'when' to send the deposit instructions email Developer Client Email Notification:  A new option to email a specified user when a contract is ready for vendor execution (even if they are NOT a signatory) Lot Data Importer:  New fields added to the lot import function Lot Selection Control:  Prevent contracts being sent against lots that already have a contract out for signing New POA Contract Workflow:  A new way to handle POA instructions Mandatory Text Input Field (OPEX Users):  An input field that must populated in before a contract can be issued for signing GST Withholding: More control over how GST Withholding is calculated Available Stock Report: No longer showing decimal places in 'asking price' ...continue reading for all the details. Agent User Project Dashboard When viewing a project Agent users now see a list of all lots, their status and details of contracts (where they exist). Clicking on the value of 'exchanged date' will open a contract, clicking on the value of 'lot' will open that lot in the "Lots" screen. The "Awaiting Signatures" dashboard is still able to be accessed via a tab at the top right. Deposit Email The 'automatic deposit instructions email' has been enhanced and has a new home in "Project Settings". Here you can: Add trust account details for deposits These changes are logged Specify "when" you want to send the deposit email, options include On exchange (default) When the contract is sent to the purchaser's solicitor When the contract is sent to the purchaser When the contract is signed by the purchaser Developer Client Email Notification If you're a vendor signatory to a contract you've always received a notification when a contract is ready for you to sign. Now you can also specify that developer users who are NOT signatories to be notified when a contract is ready to be signed by the vendors. This is especially useful for larger developer clients who have contract administartors who want to proactively told when a contract is ready for their company to sign. Lot Data Importer You can now import additional lot information via the "lot data importer". New fields include (depending on project type): Lot Width Lot Depth Total Area Lot Type Allocated Sub-Lots Lot Selection Control Use this new option to prevent contracts being sent against lots that already have a contract out for signing. New POA Contract Workflow The "Power of Attorney" workflow settings now have their own section in project settings, and a new option called "Prevent the Vendor from signing and require them to instruct the Vendor Solicitor to sign under POA"... which does exactly what it says. 😉 Mandatory Text Input Field (OPEX Users) Where this input field is in a contract it must be populated before the system will allow you to issue a contract for signing. This is especially useful where you want to force a user to add 'agent details' (for example) prior to sending a contract. GST Withholding Calculation Some projects have "Additional Improvements" (sometimes called "optional extras") that increase the purchase price of the property. In these cases you can now decided if you want the GST Withholding to be calcaulted on the base "purchase price" or the "purchase price including additional improvements".

  • Version 1.7.6 🏠

    Welcome to our first OPEX update for 2025. While we typically spend the Christmas/New Year period focusing on internal process improvement, we also managed to squeeze a number of improvements in for. you too. 😉 Available Stock Report: You, your developer clients and most importantly your agents can now subscribe to an "Available Stock" report which is automatically emailed to them. InSite Logic Enhancements:  We've added lots of additional features to our InSite Logic integration, including updating when the deposit has been received and more. PEXA API Updates: Our friends at PEXA have been busy updating their API's for authentication and project updates, this update includes a number of improvements to keep OPEX in-line with PEXA's updates. ...continue reading for all the details. Available Stock Report Designed for Agent users, but made available for everyone - the "Available Stock" report is emailed to the user either every morning, or every Monday morning depending on the users preference as specified in their user profile. Tip : You can also subscribe users to the report on their behalf by editing their user profile. The report shows a list of lots that are either under contract (but not exchanged), or still available. All lots that are exchanged are excluded from the report - meaning the report shows all stock that is not yet exchanged. If a Developer user subscribes to this report it will include data for all their projects by default If an Agent user subscribes to this report it will include data only for the projects you have given them access to InSite Logic Enhancements Here at OPEX we love InSite Logic, it's a very flexible system that is suitable for all sorts of projects (just like us!) - so we've added even more flexibility to our integration to make sure we can accommodate all the weird and wonderful InSite implementations our clients have. Settlement Status Map the OPEX "Settlement Status" with your desired InSite Status The mapping is "per project" so you can have different projects with different settings When you update the Settlement Status in OPEX (via the Lots screen) it updates InSite accordingly Finance Satisfied Turn on/off the option to update finance satisfaction in InSite Map your InSite "custom meta fields" to the relevant OPEX data point When marking finance as satisfied (on the 'project contracts' list screen in OPEX) InSite is updated accordingly Deposit Paid Where the InSite integration is active for a project, and you mark a deposit as paid via the 'project contracts' list screen in OPEX - InSite is updated accordingly Existing Contracts Sometimes you'll issue a contract in OPEX and that lot will have an existing contract in InSite. This can happen for various reasons depending on your InSite configuration, fortunately you now have four different ways to handle this case - all configured at the project level to accommodate different project setups. Options for handling existing contracts in InSite include: Issue the contract from OPEX, but do not update InSite at all Issue the contract from OPEX, only update the contract statuses and conditions Issue the contract from OPEX and UPDATE the purchase record in InSite Issue the contract from OPEX and REPLACE the purchase record in InSite

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