Adapting Navigation Bar

← Setting Up JustOn Cash Management

The Lightning Experience App Cash Management by JustOn (see App Overview) comes with a default configuration of basic tabs necessary to do your daily business:

Tab	Description	Related Object
Entries	Entries are used to hold all relevant information with regard to a certain amount of money owed to or requested by a business partner (debtor, creditor). They are the basis of your cash management operations.	Entry
Payments	Payments are used to track a money transfer and its status. They are the entries' "counterparts" used to settle them.	Payment
Refunds	Refunds track money returned to a debtor in relation to a previously received payment.	Refund
Accounts	Accounts (standard Salesforce object) represent your customers and business partners and are the primary place to manage customer-related data and related objects like payment instruments.	Account

However, depending on your individual business use cases and involved processes, you may want to add more tabs to the navigation bar. The following table lists the other available tabs in Cash Management by JustOn.

Tab	Description	Related Object
Home	Shows a dashboard that summarizes important cash management-relevant data and highlights tasks at hand, see Configuring Home Tab.
Bank Accounts	Bank accounts hold all relevant information on actual bank accounts, through which business entities can execute EBICS-based transactions. The records are created on EBICS initialization.	Bank Account
Bank Statements	Bank statements hold summarized data for a particular bank account at a specific date. Starting here, users can manually retrieve bank data if your org has not set up the automatic bank statement retrieval.	Bank Statement
Bank Statement Items	Bank statement items represent a single money transfer as reported by the bank. Usually, bank statement items are automatically associated with payments used to settle entries upon retrieval. However, the automatic settlement may fail, so users may need to check for unmatched bank statement items and to settle them manually.	Bank Statement Item
Payment Notifications	Payment notifications represent updates for payments and refunds processed via a payment provider. They are always linked to a payment or refund and can be accessed via the payment record page or refund record page.	Payment Notification
Payment Customers	A payment customer represents a customer from customer-based payments as used by some payment service providers. It is tightly linked to the account.	Payment Customer
Payment Instruments	Payment instruments hold online payment, credit card or bank account information, which is used for the automatic payment collection or SEPA payment order export. They are tightly connected to accounts and are accessible via the account record page.	Payment Instrument
Jobs	Jobs represent automated (payment) processes in JustOn Cash Management. This tab allows for reviewing the jobs' execution statuses.	Job
Error Reports	Error reports allow to analyze communication issues between the JustOn Cash Management platform and Salesforce or other third-party systems (for example, banks). JustOn Support may request error reports for troubleshooting purposes.	Error Report
Entry Items	Entry items are used to associate payments with entries. Thus, they are a rather technical object and are usually not needed in daily business.	Entry Item

Defining App Default Navigation Bar

Administrators can define additional Cash Management by JustOn tabs that will be displayed to all users of their org. To do so:

1. Click to enter Setup, then navigate to Apps > App Manager.
2. In the row of Cash Management by JustOn, click to open the action menu, then select Edit.
3. Navigate to Navigation Items.

4. Select the intended tabs and move them to the Selected Items column.

   

5. Click Save.

   This makes the selected tabs available to all users of the org.

   For details, see Customize Lightning Apps with the Lightning App Builder.

Customizing Navigation Bar

Users can can add and reorder tabs so that they suit their way to work. To do so:

1. Click in the navigation bar.

2. Modify the navigation items as necessary.

   This opens the Edit App Navigation Items dialog.

   

   To add new tabs:

   1. Click Add More Items.
   2. Click next to the tabs you want to add.
   3. Click Add Nav Items.
   4. Click Save.

   To reorder tabs:

   1. Drag and drop the items in the list.
   2. Click Save.

   To remove tabs:

   1. Click next to the tab you want to remove.

   2. Click Save.

      You cannot remove tabs that are set as default with the app or by an administrator.

   For details, see Personalize the Navigation Bar in Lightning Experience.