Lisa
Activity overview
Latest activity by Lisa
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Lisa created an article,
VAT on utilities
If you have to add a supplier invoice for utilities with 5% VAT. Please note that within Jupix there is no option to change the rate VAT is charged at. Utility invoices will need to be poste...
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Lisa created an article,
Private Residential Tenancies Scotland (PRT)
Since 1st December 2017, all tenancies created in Scotland are classed as a Private Residential Tenancy and don't have a pre-determined tenancy end date. Note You will need access to Admin, to ed...
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Lisa created an article,
Add a company name to a solicitor record
The steps below outline how you can add a company name and its respective details to a solicitor record in Jupix. Click Contacts on the main homebar Search for the relevant contact (solicitor...
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Lisa created an article,
Generate A List Of Sales Applicants That Are Sold STC
Select the Applicants tab at the top of Jupix and click Go. On the next page, click on the Refine Search button at the top right corner. Next to Applicant Status select Sold STC in the drop box and...
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Lisa created an article,
Saving applicant lists
In Jupix, you're able to save a list of applicants with specific criteria. Click Applicants on the main homebar Click Advanced Search The Generate Applicant List screen opens. Complete the fields ...
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Lisa created an article,
Unable to change an email address
If you are looking to change the email address for an applicant, landlord, vendor or tenant, but the Email Address field is greyed out, this will be due to the email address being used for access t...
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Lisa created an article,
Bulk deactivate contacts on PropertyFile
The steps below outline how to deactivate vendors, landlords or applicants on PropertyFile. This will need to be actioned by contact type. Click the chosen contact type (Vendors, Landlords or App...
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Lisa created an article,
The Landlords dropdown menu
The purpose of this User Guide is to help you gain familiarity with the options and links available on the Landlords dropdown menu. Click on the option for “Landlords” on the homebar that runs acro...
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Lisa created an article,
Restrict Access To Applicant Records
Follow the steps below to restrict a user’s access to edit or change an Applicant record. Select Applicants from the top of Jupix. Find the relevant Applicant record by searching for their na...
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Lisa created an article,
Why are my Rightmove enquiries not showing on Jupix?
Any enquiries you receive from Rightmove carry over in to Jupix, and can be accessed via Enquiries on the Dashboard. If you cannot see any Enquiries for Rightmove, you will need to contact Rightmo...
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