Paul Hanlon
Articles
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Deletions - Individual Records
Depending on your permissions, within the Special Actions menu for Applicants, Contacts, Potential Vendors, Vendors, Potential Landlords and Landlords, is a button titled Delete Contact. This is us...
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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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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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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...
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The Solicitor Chasing Report
This report shows the sales in Jupix, and the solicitor acting on behalf of the applicant or the vendor. This list can be found in the 'Sales' dropdown menu. The list shows the sales in Jupix, ban...