Transfer cash to the correct ledger

Follow the steps below to move money from one ledger to another ledger in Jupix.

 Note

The ledger must show a Cash Balance of at least the amount that needs to be transferred in order to progress

If tenant cash has been receipted on to a property or landlord ledger in error

  1. Select Landlords on the main homebar
  2. Search for the relevant landlord in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant landlord from within the Last Viewed section
  3. Select the Landlord Ledgers tab and ensure you are on the landlord ledger linked to the correct property
  4. Click Special Actions then Transfer Landlord Cash
  5. Add the Transfer Amount and Reason For Transfer 
  6. Select Tenant from the Transfer To dropdown 
  7. Enter the Property Address or Tenants Name in the search box then Select the tenancy you wish to transfer money to
  8. Click Save

If money has been receipted on to a Tenant ledger in error

The above transfer can also be carried out from Tenant to Landlord if money has been receipted onto a tenant ledger in error.

  1. Select Tenancies on the main homebar
  2. Search for the relevant tenancy in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant tenancy from within the Last Viewed section
  3. On the Summary tab click Special Actions then Transfer Tenant Cash
  4. Add the Transfer Amount and Reason For Transfer 
  5. Select Tenant or Landlord from the Transfer To dropdown depending where the money needs to be transferred to
  6. Enter the Landlord NameProperty Address or Tenants Name in the search box then Select the record you wish to transfer money to
  7. Click Save

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