Track Cash Transfers on a Ledger
Follow the steps below to trace transactions when transferring money from one ledger to another ledger within Jupix.
On landlord and tenant ledgers, you will see additional information regarding to cash transfers that makes it easier for you to trace the following:
- The landlord/tenant from, or to whom, the transfer was made with the ability to click through to view their ledger
- Which bank accounts the money was transferred between in situations where you are transferring across bank accounts
- The Jupix user who transferred the money
To see a ledger item showing where the transfer has gone, go to the Tenant/Landlord ledger with the debited cash transfer. On the transfer entry, by clicking on the arrow next to Cash transfer, information will appear showing which user transferred the money and who the money was transferred to.
By clicking on the Cash transferred to name, you will be redirected to the ledger of that person’s record.
To see a ledger item showing where the transfer came from, go to the Tenant/Landlord ledger which the credited cash transfer. On the transfer entry, by clicking on the arrow next to Cash transfer, information will appear showing which user transferred the money and where the money was transferred from.
To see a ledger item showing an inter-bank transfer, by clicking on the arrow next Inter Account Cash transfer, information will appear showing the same as above and which bank accounts the cash was transferred to and from.
