Downloading a financial data export

The steps below outline how to download a financial data export.

  1. Click Reports on the main homebar
  2. Within Financial Export, click Download Financial Export
    (You'll only see this option if the permission has been activated on your account)
  3. If the export is ready to be downloaded, it'll show Download in the Actions column
    If the Export Status shows In Progress ?, you can hover over the ? to see the current status

    financial_data_extract2.png

  4. Click Download
    (The download may take some time depending upon the size of the file)
  5. The .zip file will then open in your Downloads folder

    financial_data_extract3.png

  6. Open the file and click Extract all

    financial_data_extract4.png

  7. Select a safe and secure location for the data to be saved. To do this, click Browse…

    financial_data_extract5.png

  8. Select where you wish the export to be saved, then click Extract


    financial_data_extract6.png

  9. The folder contains an IMPORTANT - READ ME file along with folders for landlords, properties (including tenancies) and suppliers

    financial_data_extract7.png

In addition to this, we recommend that you run and save copies of the following financial reports:

  • A final Trial Balance report, and also save a copy of all previously generated Trial Balance reports
  • Cash Book Report - from the start of Jupix up to current date
  • Agency Income Report - from the start of Jupix up to current date
  • Rent (Arrears) Reports
  • Landlord Income Report - for each full year from the start of using Jupix and one for the period to date
  • Deposits Held Report
  • Invoice Report - from the start of Jupix up to current date
  • S23 (18) Report - for each full year from the start of using Jupix and one for the period to date
  • Annual Tax Return (NRLY) - for each full year from the start of using Jupix and one for the period to date
  • View Quarterly Tax Returns - for each quarter from the start of using Jupix up to date
  • Non-Resident Landlords Scheme (NRL6) - for each full year from the start of using Jupix and one for the period to date

 Note

Once the account has been deactivated, the financial history cannot be retrieved

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