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ID667 - Update Equipment Leases, step by step

This is a CEO Juice App, found where the rest of our Apps are, click here for more on finding Apps.

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The default login password is lease667, click here for how to change that. 

Go to the Import tab and either Fetch Lease Data (for GreatAmerica) or upload a spreadsheet.

ID667_impor_API.png

We have a spreadsheet template for US Bank right now but can add others.

ID667_spreadsheet.png

  1. Browse to find the spreadsheet
  2. Hit save
  3. Create a batch
  4. We show how many records were imported in to the App

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  1. Go to the lease Tab to see the imported leases
  2. Change Records to show to all
  3. Apply mapping to have the App match to the data in eAuto

Switch records back to a smaller number.

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If the App picks the wrong lease or can't get a match use the search function.

ID667_main.png

We show the eAuto columns in yellow next to the leasing company info. The Pink fields are where the info does not match.

  1. Choose how many rows you want to work with at one time 
  2. If you need to map again
  3. Filter by leasing company if needed
  4. Check all and update the whole page or
  5. Check the line and update that line or
  6. Update each item

 

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