How Money Is Allocated Within Jupix

How Money is allocated in Jupix

Tenant Ledger

If money is receipted directly onto a tenant ledger via the Receipt Tenant Money button and not Manually Allocated against a specific charge, or via Receipt tenants money on the Accounts Dashboard then the money will be applied to outstanding items in the below order;

Deposit demands

Rent demands

Agency invoices

Supplier invoices

Receipting monies via the Receipt Rents screen will allocate the funds against the specific rent demand.

Landlord/Property ledger

If money is receipted directly onto the Landlord / Property ledger, then the money will be applied to outstanding items in the below order;

Agency invoices

Supplier invoices

If you are regulated by the RICS and require Supplier invoices to take precedence over Agency, it is possible to change the order of priority. You will need to request this change by clicking Submit a request and using the contact form at the bottom of this article.

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