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JustOn 2.73

We regularly deliver updates to bring new features, improvements and fixes to JustOn Billing & Invoice Management. Continuous development is essential to the legally permissible operation of our e-invoicing application and makes sure that it always responds to current legal regulations about data protection or tax-relevant data. This provides for a seamless and safe operation as well as for the best possible support.

JustOn 2.73

2021-04-19

Welcome to JustOn Release 2.73.

This page summarizes new features, notable changes and bug fixes included with this delivery. For detailed information about JustOn's features, refer to the JustOn documentation.

Upgrading | Important Info

JustOn 2.71.1 has reworked the settlement behavior. Invoices and credits are now settled before their due date, and installment invoices are settled with their maximum amount.

JustOn 2.71 has added support for tracking payments on the installments of the calculated payment plan. Any existing pre-payments no longer produce deposit installments.

JustOn 2.71 has added support for individual value adjustments based on specific booking details. IVA does no longer depend on dunning levels, nor does it produce IVA balances.

JustOn 2.71 has added support for explicitly excluding invoice line items from the order discount. Invoice line items with a negative amount are no longer exempt by default.

Upgrades since JustOn 2.55

JustOn 2.70.1 has fixed the tax recognition rule handling. If you are upgrading JustOn from a previous version, you must, however, manually change the API name of the Sync With Revenue picklist value of the Invoice Line Item field Tax Recognition Rule to Sync With Revenue after applying the upgrade. (For details, see Modifying Picklist Values.)

JustOn 2.69 has added dedicated support for chargebacks. This approach replaces the Force Matching option that was previously available when executing the payment matching or assignment procedure.

As of JustOn 2.69, the booking date of revenue booking details determines the booking date allocation of related booking details produced for taxes and deferred revenue.

JustOn 2.69 has renamed the revenue recognition rule Monthly to Booking Month.

For compatibility reasons, JustOn still supports configurations that relate to Monthly. Make sure, however, to check any configurations, custom integrations, etc. for proper operation and adjust them if required.

JustOn 2.65 has introduced the custom picklist field JustOn Contact Role on the Contact object. This mechanism replaces the Account Contact Role functionality in Salesforce Classic, which is no longer supported by Salesforce.

For compatibility reasons, JustOn still supports existing Salesforce Classic Account Contact Roles. If available, they take precedence over the value set in the JustOn Contact Role field.

JustOn 2.64 has renamed the custom setting Tenant to Business Entity.

For compatibility reasons, JustOn still supports configurations that relate to the previous name tenant. Make sure, however, to check any custom integrations, configurations, templates, placeholders, etc. for proper operation and adjust them if required.

JustOn 2.64 introduces dedicated history fields and history tracking for number ranges. If you are upgrading JustOn from a previous version and want to use this feature, you must explicitly activate history tracking for all relevant Number Range fields.

JustOn 2.64 supports dedicated ON fields for setting the type of the invoice and the invoice line items with the generic invoice run. Use ON_Type to set the type of the invoice and ON_LineItemType to set the type of the invoice line item.

JustOn 2.63 has modified the SEPA export formats.

  • The SEPA Direct Debit Export format XML CDD pain.008.003.02 has been replaced with XML CDD pain.008.001.02, and the SEPA Credit Export format XML CCT pain.001.003.03 has been replaced with XML CCT pain.001.001.03. The two changes are backward compatible for all banks that implement the current DFÜ Agreement Appendix 3.

  • For banks in Austria and the Netherlands, the SEPA Direct Debit Export format XML CDD pain.008.001.02 has been renamed to XML CDD REQUIRED_BIC pain.008.001.02, and the SEPA Credit Export format XML CCT pain.001.001.03 has been renamed to XML CCT REQUIRED_BIC pain.001.001.03. These SEPA formats require the BIC value.

    When working with banks in Austria and the Netherlands, make sure to adjust your export configurations accordingly.

JustOn 2.61 has introduced the tab Balances. If you upgrade JustOn from an earlier version, you must

  • Remove any unmanaged custom object tabs for balances that you may have created manually before upgrading to JustOn 2.62,
  • Specifically allow accessing the new tab after upgrading.

JustOn 2.57 has added support for the VAT number validation. If you upgrade JustOn from an earlier version, you are prompted to allow communication with the EU website that provides the corresponding service.

Note that by default, no data is transferred to or from this website. Before any data is transferred to or from the service, you must explicitly enable the feature for your org. For details, see Why approve third-party access on setup.

JustOn 2.56.2 has reworked the behavior of canceled subscriptions. Canceled subscriptions with an end date set now produce an invoice until the end date is reached. If you upgrade JustOn from an earlier version, you must review your canceled subscriptions after upgrading to this release.

If upgrading from a previous version lower than JustOn 2.55, read the JustOn 2.55 release notes for advice and known upgrade issues.

Info

Generally, JustOn recommends to delete all draft invoices before installing the new JustOn Billing & Invoice Management release in order to allow for a smooth transition to the new features.

If you bundle JustOn permission sets in permission set groups, always make sure their status is Updated. This indicates that the bundled permissions are up-to-date.

Additions

Changes

Fixes

  • Fixed invoice handling: improved protection from erroneous modifications (BIL-2284)
  • Fixed payment matching: correct chargeback handling for invoices with SEPA payment (BIL-3406)
  • Fixed payment matching: correctly matches refund for overpaid invoice (BIL-3512)
  • Fixed SEPA export: correct payment balance date with respect to SEPA collection date (BIL-3516)
  • Fixed bookkeeping data creation for cancellations: correct handling of custom fields (BIL-3520)
  • Fixed installments creation: correct calculation of service period-based payment plans (BIL-3523)
  • Fixed permission handling: included custom settings access into JustOn Read/Write permission set (BIL-3525)
  • Fixed write-off bookkeeping data generation: correct tax value handling on net and tax booking details (BIL-3534)
  • Fixed SEPA export: correct SEPA credit export from balances (BIL-3531)

JustOn 2.73.1

2021-05-19

Upgrading | Important Info

JustOn 2.71.1 has reworked the settlement behavior. Invoices and credits are now settled before their due date, and installment invoices are settled with their maximum amount.

JustOn 2.71 has added support for tracking payments on the installments of the calculated payment plan. Any existing pre-payments no longer produce deposit installments.

JustOn 2.71 has added support for individual value adjustments based on specific booking details. IVA does no longer depend on dunning levels, nor does it produce IVA balances.

JustOn 2.71 has added support for explicitly excluding invoice line items from the order discount. Invoice line items with a negative amount are no longer exempt by default.

If upgrading from a previous version lower than JustOn 2.55, read the JustOn 2.55 release notes for advice and known upgrade issues.

Additions

Fixes

  • Fixed invoice finalization: prevent duplicate PDF creation (BIL-3535)
  • Fixed payment matching: prevent matching with cancellation invoices (BIL-3538)
  • Fixed manual IVA application: disallow multiple clicks to prevent wrong IVA booking details (BIL-3539)
  • Fixed subscription metric/account metric creation: correct order in metric chains (BIL-3543)
  • Fixed AvaTax tax data retrieval: correct tax data association with information ILIs (BIL-3550)
  • Fixed booking detail export: correctly links booking details with payment/payout balances created by SEPA export (BIL-3552)
  • Fixed automatic settlements: prevent settling credits with draft invoices (BIL-3554)
  • Fixed installments: correctly creates service month installment plan with billing unit Year (BIL-3555)
  • Fixed installments: correctly creates service month installment plan for invoices with credit ILIs (BIL-3556)

JustOn 2.73.2

2021-06-07

Upgrading | Important Info

JustOn 2.71.1 has reworked the settlement behavior. Invoices and credits are now settled before their due date, and installment invoices are settled with their maximum amount.

JustOn 2.71 has added support for tracking payments on the installments of the calculated payment plan. Any existing pre-payments no longer produce deposit installments.

JustOn 2.71 has added support for individual value adjustments based on specific booking details. IVA does no longer depend on dunning levels, nor does it produce IVA balances.

JustOn 2.71 has added support for explicitly excluding invoice line items from the order discount. Invoice line items with a negative amount are no longer exempt by default.

If upgrading from a previous version lower than JustOn 2.55, read the JustOn 2.55 release notes for advice and known upgrade issues.

Additions

Changes

Fixes

  • Fixed payment matching: correct chargeback detection (BIL-3551)

JustOn 2.73.3

2021-06-16

Upgrading | Important Info

JustOn 2.71.1 has reworked the settlement behavior. Invoices and credits are now settled before their due date, and installment invoices are settled with their maximum amount.

JustOn 2.71 has added support for tracking payments on the installments of the calculated payment plan. Any existing pre-payments no longer produce deposit installments.

JustOn 2.71 has added support for individual value adjustments based on specific booking details. IVA does no longer depend on dunning levels, nor does it produce IVA balances.

JustOn 2.71 has added support for explicitly excluding invoice line items from the order discount. Invoice line items with a negative amount are no longer exempt by default.

If upgrading from a previous version lower than JustOn 2.55, read the JustOn 2.55 release notes for advice and known upgrade issues.

Fixes

  • Fixed SEPA export: correctly handles custom fields when creating reverse balances (BIL-3557)
  • Fixed payment tracking on installments: correctly handles balance types, correctly updates payment status (BIL-3558)