Training
Jupix Configuration File
Accounts
PropertyFile
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Jupix
Property Management & Accounts
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?