JE Automation Tips, Tricks, and Troubleshooting
Running into an issue? Here are some common troubleshooting issues and some tips and tricks for getting the most from JE Automation.
I'm clicking on the loan progress bar, but nothing is happening.
The progress bar is simply a visual representation of how close the loan is to payoff. If you need the balance remaining or number of payments left, that information is also displayed in the loan details, as well as the loan summary on the main page of JE Automation.
What's the difference between editing a loan schedule and creating an adjustment?
Adjustments can be used to correct the schedule when unexpected payments are made that affect the loan balance. This may include one-time payments, irregular extra payments, or other situations.
Edits should only be made when the details of the loan itself need to be updated.
It doesn't look like all the upcoming loan payments are being displayed.
Make sure you have the calendar filter set appropriately. If the filter end date is before the end of the loan date, you won't see payments for the unselected dates.
The loan I'm entering has a variable interest rate. How do I enter this?
Enter the current APR of the loan when setting it up in JE Automation. When the percentage rate changes, choose to Edit the schedule, and enter the new rate. This will not affect any payment entries already made.