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  3. Accounts

Accounts

Deposits

  • What is a holding deposit?
  • How Jupix calculates deposits
  • How do I know where a deposit is?
  • Add a deposit to a tenancy record
  • Add bank details for deposit schemes
  • See all 18 articles

Invoicing & Charges

  • Expense type categories
  • Recurring expenses
  • Recurring Expenses - Reassigning Ledgers
  • Adding a landlord expense
  • Adding a tenant expense
  • See all 21 articles

Payments

  • Adding a landlord ledger
  • How Do I Rename A Landlord Ledger?
  • Activating the BACS payment file function
  • Add a Bank Account to an Office
  • Editing landlord and tenant bank account details
  • See all 33 articles

Receipting

  • Accounting cycle
  • How Money Is Allocated Within Jupix
  • Process Rent Receipts
  • Why are Let Only tenancies in Receipt Rents on the dashboard?
  • Receipt tenant money
  • See all 15 articles

Reconciling

  • Reconciling the bank in Jupix
  • I have never reconciled with my bank account, how do I fix this?
  • Bank Statement Upload Multi Match Reconciliation
  • Using auto reconciliation
  • How Do I Find Out More Details About An Item In My Bank Reconciliation History?
  • See all 9 articles

Credits & Refunds

  • The Difference Between Credits and Refunds
  • Refunding tenant charges
  • Refund tenant cash
  • Refunding agency fees
  • How Do I Refund A Supplier Commission Taken In Error?
  • See all 11 articles

Tax & NRL

  • Generate a quarterly tax return
  • Tax calculation for overseas landlords
  • Paying quarterly overseas tax
  • Withhold Overseas Tax On A Landlord Ledger
  • Why Is Overseas Tax Withheld When We Have An HMRC Landlord Approval Number?
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