Paul Hanlon
Articles
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The Difference Between Credits and Refunds
The difference between Credits and Refunds (charges and fees) The difference between 'crediting' a charge and 'refunding' a fee are all due to allocation of monies. Until the point money has been r...
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Configure PropertyFile Email Notifications
PropertyFile Email Notifications: Email messages are sent to let you know that a new PropertyFile notification has been received. You can configure where your email notifications are sent. If left...
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How Do I Stay Safe Online?
Stay Safe - Top tips on how to spot online scams. We’re always looking to improve our website security and our service to our partners so we’d like to offer you some tips to help keep your personal...
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The Sales Pipeline Report
Follow the steps below to create the Sales Financial (Pipeline) Report You will need specific Permissions on your user account to allow you to run this report. This can be requested from a manager ...
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Preparing The Section 23 (18) Landlord Income Report
The Section 23 notice requires Agents to submit information about rents received on behalf of Landlords to HMRC. The Guide below show you how to prepare the Section 23 report for Submission to the ...
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Why Is Another Users Login Details Appearing On The Jupix Login Screen?
Question: When I try to login to Jupix, someone else’s login details are already there. How can I remove this? Solution: Select the Cog icon on the top right of a web page. Select the Advance tab...
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The Rent Arrears Report
The Rent Arrears report lists all tenants that are in arrears and how much they owe. Go to the Reports tab and under Lettings Reports click on Rent Reports. Click on the aerial button for the Rent...
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Trial Balance Report Guide
The Trial Balance Report is a list of ledger balances created on a certain point in time. To create a report, go to Reports in the top Menu bar, then select Trial Balances Report. You can now creat...
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Sales Reporting - Sales History Report
This Report shows you a history of the Sales transactions within your agency, with reporting options for type of sale and particular office. Go to Residential Sales, Reports, Financial Reports, Sal...
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Sales Valuer Commission Report
This report shows you Commission earned by your Sales Valuer. Select the Date Range and click Generate to show the stats on Screen. Select Output or PDF or CSV. The CSV format is produced in a fo...