TheRecordXchange has released a set of features related to Off-Platform transactions on the TRX Site. Off-Platform refers to any Transcript Request in which the payment is being handled outside of TheRecordXchange. In the past, TRX users were not able to change the status of their Requests from On to Off platform. In Jurisdictions that ALLOW Off-Platform transactions, Claimants are now able to mark their Requests as Off-Platform via the "Change Request to Off-Platform" on the Payments tab.
By default, a Request claimed by a Provider (Claimant) will be ON-Platform. If the Jurisdiction has allowed Off-Platform transactions, the Claimant can change the status to Off-Platform via the 'Change Request to Off-Platform' option on the Payments tab.
Note: Hennepin County Court Reporters are set to OFF-Platform by default.
Claimants can switch between On and Off Platform as long as no payment has been entered. Once a payment is entered, the Platform status is locked.
Claimant's who opt for Off-Platform transactions must add a payment address in their TRX Profile through the Manage Addresses Section. Users can select a default address for remittance, with the option to change it for specific Requests.
Default Addresses Help -- LINK
ON-Platform Requests
The "Remit To" box is always set to TRX and its Scottsdale PO Box and cannot be changed
The claimant can see financial transactions entered automatically from a credit card transaction, or manually entered by TRX Accounting
Important: On-platform requests CANNOT be manually marked as "Completed" - they must be completed using the Create Invoice button. This is the intended workflow for all On-platform transactions to ensure proper payment processing and tracking.
OFF-Platform Requests
When Off-Platform, the Claimant can request a Deposit from the Customer
When Off-Platform, red text at the top of the Request is displayed for all users that states, "Financial transactions for this Request will be managed by the Provider Off-Platform." (see below)
The "Remit To box displays:
Blank -- If the Claimant has no default address in the Manage Addresses section of their profile
Address Identified as the default address in the Manage Addresses section of their profile
The Claimant can switch to any address listed in the Manage Addresses section of their profile
Off-Platform requests can be manually marked as "Completed" by the Claimant when appropriate
Feature | ON-Platform | OFF-Platform |
Remit to Address | TRX Scottsdale PO Box (cannot be changed) | Claimants address (Can be blank or selected from profile) |
Payment Processing | Through TRX System (credit cards or check) | Handled outside of TRX |
Request Completion | Must use Create Invoice button (cannot manually complete) | Can be manually marked as Completed by editing and changing the status |
Deposit Requests | Can manage deposit Requests in TRX | Deposits managed outside of TRX |
Platform Switching | Can switch to Off-Platform (If allowed by Jurisdiction) | Can switch to On-Platform (until payment is entered) |