InfoTrack 'Konekta' for Actionstep
When adopted with the Konekta Conveyancing Template, Konekta has taken out the continuous "double entry" that often occurs within legal matters and vendor products. The Konekta Integrations:
- Pre-Populates data from your matter in Actionstep to InfoTrack
- Saves as a PDF of your search to the matter.
- Populates a order history
- Returns the InfoTrack order as a Disbursement to the matter
- Record disbursement as a single charge if RETAILER FEE and the SUPPLIER FEE both attract GST
The table below summarises the key differences in more detail:
|Returns a search to matter||Yes||Yes|
|Returns a disbursement||Yes||Yes|
|Returns a single line disbursement for Supplier and Retail if GST the same||Yes|
|Pre-fill matter number||Yes||Yes|
|Pre-fill Title Reference||Yes|
|Pre-fill property infomation (ie address)||Yes|
|Access to all Global X Products||Yes|
|Access to PEXA||Yes|
Konekta's integrations also differ as follows:
|Matter ID pre-filled
|Key Property Details pre-filled
|Searches performed against which account on provider platform
||Single InfoTrack account for the entire organisation. All orders placed against one account.
||Each user must log in, orders placed against individual user accounts.
|Login to use the integration
||Seamless, users are not prompted for InfoTrack username or password.
||Each user must enter their GlobalX username and password once per day.
|Disbursement created as
||User who placed order.
||A single nominated user for the org.