Lisa

Making your Jupix screen bigger or smaller

1. New to Jupix
2. System requirements & dashboards

Jupix advises you if your current browser window width is too small. If it is, the error displays as below: To resolve this, press Ctrl and – on your keyboard to zoom out of the browser window.  ...

• Edited 18 August 2020 15:13
• 1 follower
• 0 comments
• 0 votes

VAT on utilities

1. Property Management & Accounts
2. Accounts
3. Invoicing & Charges

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...

• Edited 18 August 2020 10:46
• 1 follower
• 0 comments
• 0 votes

Private Residential Tenancies Scotland (PRT)

1. Progressions
2. Application & tenancy progressions

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...

• Edited 21 August 2020 10:07
• 1 follower
• 0 comments
• 0 votes

Add a company name to a solicitor record

1. Contacts
2. Contacts

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...

• Edited 21 August 2020 09:43
• 1 follower
• 0 comments
• 0 votes

Generate A List Of Sales Applicants That Are Sold STC

1. Contacts
2. Applicants

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...

• Edited 17 August 2020 15:03
• 1 follower
• 0 comments
• 2 votes

Saving applicant lists

1. Contacts
2. Contacts

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 ...

• Edited 22 September 2020 09:31
• 1 follower
• 0 comments
• 0 votes

Unable to change an email address

1. Contacts
2. Communication

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...

• Edited 20 August 2020 14:26
• 1 follower
• 0 comments
• -11 votes

Bulk deactivate contacts on PropertyFile

1. PropertyFile, Ravensworth & other services
2. PropertyFile
3. PropertyFile Plus

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...

• Edited 20 August 2020 10:59
• 1 follower
• 0 comments
• 0 votes

The Landlords dropdown menu

1. Contacts
2. Landlords

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...

• Edited 17 August 2020 14:21
• 1 follower
• 0 comments
• 2 votes

Property is not feeding to the portals when ticking POA

1. Properties
2. Property Marketing

If a property is marketed as Price on Application but is failing to feed to the portals when POA is ticked, this is due to the property still needing to have a valid price inputted. To do this: Cl...

• Edited 18 August 2020 14:18
• 1 follower
• 0 comments
• -1 votes