Reports answers one question: how am I doing with the authorities? It shows you, matter by matter, what is quiet, what needs a look and what needs attention now, with the figures for the year beside it.
Everything you see comes from your papers and is worked out without spending anything. Artificial intelligence only comes in if you ask for it, to explain the result.
Your situation with public authorities
This card shows one line for each matter that has papers from a public authority: fines, tax assessments, letters from the tax office. Each line carries a colour and a sentence saying why.
Red. A paper claims a debt, or the sentence of a paper says that something has already happened: an enforcement order, a surcharge, a seizure.
Amber. There is something for you to look at: a date read from a paper waiting for your confirmation, a deadline that has not arrived yet or has no date worked out, an amount to decide, or a claimed amount with no payment seen at the bank. Also a deadline that passed recently, in case you still need to check whether you did it.
Green. Nothing pending on record.
The colour is not decided by artificial intelligence. JUDLEX decides it with a fixed rule: if a matter has several signals, the most serious one wins.
Each coloured line shows the paper that justifies it, with its page and its sentence. Clicking it opens that paper at that spot. That way you can check why a matter is red before worrying, or before you stop worrying.
Red lines come first. A paper whose amount you have marked as paid, or as not needing payment, stops counting: you decided that. If no matter has papers from a public authority, the card says so.
Your figures and your dates
Your figures gathers the year, taken from My accounts: income, expenses, what repeats, papers with no payment seen and what you are asked to pay. The arrows at the top change the year.
Dates lists the dates in your papers, with their day, and marks with Already passed those that have arrived. Clicking one opens the paper it comes from. They come from My dates.
Explain it to me
Click Explain it to me and JUDLEX asks Shall I explain it? It says that one call goes to your provider's artificial intelligence, with your figures and colours. Only the data already checked goes, each with its quoted sentence. Nothing leaves until you click Go ahead.
The question and the explanation stay in the chat, which opens by itself, so you can keep asking about your figures; the report is still shown here. What comes back is a summary, an explanation for each matter and, under What you could improve, some tips about your own figures. Before showing it to you, JUDLEX checks it:
Each number has to be in your data. If it is not, that text is removed.
Each tip has to rest on a figure of yours. If not, it is removed.
No text may recommend a specific financial product.
What is removed is reported with a notice, for example “A tip was removed: it was not based on any of your data.” The colours and the figures do not change with what the artificial intelligence writes.
When any matter is red or amber, the report ends with a recommendation: if the matter is complex, or money or deadlines are at stake, it is worth having a professional review it before you act.
Export
The Export button saves the report as a document in the Informes folder of your JUDLEX Personal folder, and opens it straight away. Before saving, JUDLEX checks that no figure or date in the text differs from what your data says. If one does not match, nothing is saved and you are told. You can export without having asked for the explanation.
Where to go next
My accounts: where the figures come from.
My dates: counting and confirming a deadline.
My letters: preparing the letter or claim when a matter is red or amber.