JustOn Documentation Changelog
This page summarizes all notable changes made to the JustOn documentation.
2022-06-28
- FAQ on invoice source data
2022-06-22
- MkDocs/Material for MkDocs: moved snippets subdirectory, prepared for macros support
2022-06-21
- Reworked FAQ (and concepts snippets) on item/subscription/invoice run period dependencies
2022-06-20
- Salesforce Process retirement: reworked FAQ on process/flow whitelisting
2022-06-17
- Cash metrics: reworked concepts article, added example
2022-06-16
- Salesforce Process retirement: reworked instruction on automating the cash metrics creation
2022-06-15
- Salesforce Process retirement: reworked instruction on automating the booking detail reallocation
2022-06-14
- Salesforce Process retirement: reworked instruction on automating the payment instrument creation
2022-06-13
- Salesforce Process retirement: reworked instruction on automating the KID generation, data upsert using the JustOn Connector
2022-06-09
- Salesforce Process retirement: reworked instruction on automating the SCHUFA score alert, invoice fix, balances fix or deletion
2022-06-08
- Salesforce Process retirement: reworked instruction on automating the invoice/ILI field aggregation on source records
- Deferred revenue distribution: added example to show behavior with nonmatching service and booking periods
2022-06-07
- Added best-practice article on donations using NPSP-JustOn Cash Management integration
2022-06-03
- Salesforce Process retirement: reworked instructions on automating the subscription builder start, invoice finalization or cancellation, draft invoice removal, deposit invoice closure, pro forma invoice closure
- MkDocs/Material for MkDocs: enabled content tab linking
2022-06-02
- Unbilled revenue booking data: added description for subscription bookkeeping data on invoice cancellation
- Unbilled revenue booking data: added update concept description and instruction on enabling update
- Booking detail creation: added note on data origin fields
- JustOn 2.79 Release Notes
- Renamed JustOn Bank Payments into JustOn Cash Management
- MkDocs/Material for MkDocs: enabled search support for multiple languages
2022-05-31
- Manuel français: added operating instruction on managing balances, managing account statements, managing dunning reminders, exporting invoices, exporting payments, exporting bookkeeping data
2022-05-25
- Self-Service Extension: added instruction on disabling the payment link, release note for version 1.57
2022-05-24
- FAQ on preventing PDF rendering error due to square brackets
2022-05-20
- DATEV Connector: reworked instruction on permission sets to include the system permission "Customize Application"
2022-05-19
- Extended FAQ on action buttons to cover button management via page layouts and via Lightning record pages
2022-05-12
- JustOn SCHUFA Inquiries: reworked instruction on industry/feature code configuration
2022-05-11
2022-05-10
2022-05-09
- JustOn SCHUFA Inquiries: added quickstart guide
- JustOn Bank Payments: added instruction on manually creating payment link
- JustOn Bank Payments: release notes for v1.16
2022-05-06
- JustOn Bank Payments: reworked payment concepts and settlement concepts
- JustOn Bank Payments: added instruction on manual settlement
- JustOn Bank Payments: added generic instructions on payment provider integration and payment page configuration
- JustOn Bank Payments: added payment method overview (to be extended)
- JustOn Bank Payments: release notes for v1.15
2022-05-03
- FAQ on attaching additional documents to invoices
- JustOn Bank Payments: updated object reference, release notes for v1.14
2022-05-02
- Manuel français: added operating instruction on writing off invoices, managing payment entries, managing settlements, managing center splits
2022-04-27
2022-04-25
- DATEV Connector: clarified date behavior with multiple accounting document items
- Removed obsolete FAQ on batch chain errors
- JustOn 2.78.2 Release Notes
2022-04-13
- DATEV Connector: reworked sections on job status update and log data display, release note for version 1.12
- Manuel français: added operating instruction on executing invoice run, transferring bookkeeping data to DATEV
2022-04-08
- Subscription auto-renewal: added FAQ on item period behavior (and corresponding notes in auto-renewal concepts description)
2022-04-07
- Manuel français: added operating instructions on manually creating invoices, creating deposit/pro forma invoices, editing invoices, finalizing invoices, creating credits, distributing invoices, canceling invoices, managing IVA
2022-04-04
- Reworked CPQ best practice: added description of JustOn Configurator package for Salesforce CPQ
2022-03-31
- JustOn SCHUFA Inquiries: reworked instruction on data retrieval, added feature code concepts
2022-03-29
- Manuel français: reworked general concepts and quickstart guide, added technical information, added operating instructions on subscriptions, subscription items, item pricing
2022-03-24
- Added FAQ on template assignment (and corresponding notes in solution-modeling best practice and project setup best practice)
2022-03-22
- Added article on copying custom data as configuration reference and FAQ
2022-03-21
- Payment tracking: clarified concepts description on matching logic and CSV import
- GIR: clarified concepts on relations between source records and invoices
2022-03-17
- Metrics: added note on support for price tier groups with account metrics and subscription metrics
- JustOn 2.78.1 Release Notes
2022-03-14
- JustOn Bank Payments: restructured and enhanced concepts description
2022-03-09
2022-03-08
2022-02-28
- Invoice PDF: added note on individually displaying the tax-specific net and gross sums as required for some jurisdictions
- Payment bookkeeping data: added instruction on configuring the considered period
- Write off: added note on controlling the write-off behavior on payment registration
- Basware: added note on
Is Latest
flag on most recent Basware Status record - JustOn 2.78 Release Notes
- Dunning configuration: added note on invoice references in admin instruction, updated corresponding section in how-to
2022-02-22
2022-02-21
- JustOn Bank Payments: restructured documentation to reflect conceptual + functional areas
2022-02-17
- DATEV Connector: added instruction on creating permission set to access custom settings
2022-02-10
- JustOn SCHUFA Inquiries: added instruction on adding licenses to users
2022-02-09
- GIR: added instruction on hiding ILIs
- Self-Service Extension: added instruction on modifying payment page title
2022-02-08
- JustOn SCHUFA Inquiries: added note on Schufa Inquiry record types, updated Schufa Inquiry field list
2022-02-07
- DATEV support: reworked note on automatic account support
- JustOn 2.77.2 Release Notes
2022-01-27
- JustOn SCHUFA Inquiries: added instruction on scheduling inquiry monitoring
2022-01-19
- Address data: reworked general address concepts
- FAQ on conditionally displaying address data on the PDF
2022-01-18
- JustOn SCHUFA Inquiries: published initial release documentation
2022-01-14
- Self-Service Extension: marked CyberSource integration deprecated
2022-01-13
- Refund: clarified workflow description
- Manual center split: clarified split specifics
2022-01-12
- finleap connect Transaction Content Filter: added caution note in filter creation instruction under Deleting finleap connect Payment Entries, reworked filter administration section
2022-01-11
- JustOn Bank Payments: added downloadable, fillable PDF form for EBICS onboarding
- Product groups: reworked introduction
2022-01-10
- Counter/number ranges: rework concepts description
- MkDocs/Material for MkDocs: adjusted theme customization to fix WebKit/Blink behavior
2022-01-05
- AvaTax setup: added instruction on adding tax data retrieval button
2021-12-23
- JustOn Bank Payments: added object references
2021-12-22
- Basware: added example instruction on transferring credit line items in setup and best-practice
- Subscription builder: rework use case description
- JustOn 2.77.1 Release Notes
2021-12-21
- DATEV transfer: reworked additional fields description
- Credits: reworked concepts description
- Deposit invoices: reworked concepts description
2021-12-16
- Multi-currency support: concepts and configuration instructions on using 0,1 or 2 decimal places on ILI price calculation
- Write-off: added note on support for writing off for credits
- Avatax: corrected description on tax exemption field
- JustOn 2.77 Release Notes
2021-12-15
- MkDocs/Material for MkDocs: adjusted theme customization to cover post-8.0.0 modifications
- MkDocs/Material for MkDocs: introduced page-specific footer for JustOn for E-Mobility to display ESF logo in overview article and operation notes
2021-12-09
- Email from JustOn reference article
- FAQ on removing Salesforce no-reply address from email
- Self-Service Extension: release note for version 1.56
2012-12-06
- Generic invoice run: reworked concepts article
2021-12-02
- JustOn Bank Payments: added instruction on enabling Lightning runtime for flows
2021-11-30
- Basware: added example instruction on transferring discount data in setup and best-practice
- Subscription items: billing factor calculation examples for the billing types
Recurring
,Recurring Prorated
andRecurring Prorated AVG
2021-11-29
- MkDocs/Material for MkDocs: adjusted theme customization to cover 8.0.0 modifications
2021-11-24
- SEPA order export: restructured concepts, added note on payment/payout balance creation
- Automatic payment collection: restructured concepts and workflow description, added note on enabling existing invoices by changing their payment method
2021-11-22
- Item-based discount: add example
- JustOn Bank Payments: added concepts on integrating with JustOn Billing & Invoice Management
2021-11-11
- Subscription builder: added best-practice article on source field configuration
2021-11-10
- MkDocs/Material for MkDocs: replaced superseded Python extensions/plugins, simplified customization
2021-11-04
- FAQ on batch chain errors caused by missing access to custom settings
2021-11-03
- FAQ on error messages
2021-10-25
- FAQ on decimal places
2021-10-21
- Metrics: reworked concepts on account/subscription metrics and cash metrics
- Unbilled revenue booking data: added example
2021-10-20
- Basware: added setup best-practice
2021-10-19
2021-10-18
- JustOn Bank Payments: added instruction on creating remote site setting, release notes for v1.7
2021-10-13
- Cash metrics: reworked workflow description, added process configuration example for recurring metrics creation
2021-10-11
- GIR: added instruction on creating lookup to sources
2021-10-08
- JustOn for E-Mobility: added overview article and disclosed operation notes
2021-10-05
- Unbilled revenue booking data: reworked concepts
- Best practice: booking data creation for deferred revenue in subscription business
- MkDocs/Material for MkDocs: adjusted navigation options to cover 7.3.1 modifications
- Self-Service Extension: release note for version 1.55
2021-09-30
- Unbilled revenue booking data: reworked concepts and setup instructions according to modified implementation
- JustOn Bank Payments: updated concepts and instructions on integrating with JustOn Billing & Invoice Management
- JustOn 2.76 Release Notes
2021-09-29
- Metrics: reworked concepts
2021-09-10
- FAQ on monitoring email delivery
2021-09-09
- Margin scheme booking: reworked concepts
2021-09-08
2021-09-07
- Deferred revenue: reworked concepts
- Shortfall amounts: reworked concepts
- Installments: reworked admin instructions
2021-09-02
- Basware: note on KID or viitenumero in Invoice field
BaswarePaymentIdentifierId__c
(seepaymentMeans
)
2021-08-30
2021-08-25
- JustOn Configurator: added admin instruction and FAQ
2021-08-24
- Manuel français: added doc start page, general concepts, quickstart guide, initial set of operating instructions (credits, cancellation, balances, booking data export)
2021-08-19
- Deposit invoices: reworked concepts, cleaned up configuration instructions
- Pro forma invoices: reworked concepts, cleaned up configuration instructions
2021-08-18
- Custom batch chains: added reference to schedules, removed obsolete check command
2021-08-17
- Reworked concepts for credits, cancellations, invoice correction
- Subscription-based reporting: reworked configuration instructions, linked with business reports
2021-08-16
- Billing period synchronization: added picklist values to concepts, English instruction and German instruction
- Invoice booking data: added instruction on configuring process for moving future booking details to current month
- AvaTax: added information on EU sales using VAT ID
- JustOn Bank Payments: added instruction on integrating with JustOn Billing & Invoice Management
- JustOn 2.75 Release Notes
2021-08-13
- Template v2: reworked concepts, added use case coverage
2021-08-12
- Invoices: reworked concepts and administration instructions
2021-08-10
- Reworked Self-Service Extension documentation
2021-08-05
- Removed deprecated features from Self-Service Extension documentation
2021-08-04
- FAQ on executing batch settlement with finalized invoices
2021-08-03
- JustOn Bank Payments: reorganized documentation, added instruction on creating direct debit orders, reworked reference article
- Self-Service Extension: added note on compatibility with JustOn 2.74
- MkDocs/Material for MkDocs: removed font display inconsistencies
- MkDocs/Material for MkDocs: enabled search highlight and search suggestions
2021-07-16
- SEPA XML export: added note on XML file size limitation
- MkDocs/Material for MkDocs: included text and code fonts in package, removed dependency on Google Fonts
2021-07-15
- File distribution: added example for storing produced files in Salesforce libraries/folders
- Deposit invoice structure and template CSS: added example CSS rule for hiding
Information
invoice line items
2021-07-13
- Usage data billing: reworked concepts and configuration instructions
2021-07-08
2021-07-05
- Payment tracking: reworked concepts
2021-07-01
- Installments: reworked configuration description and examples for irregular date definitions
2021-06-30
- JustOn Bank Payments: added preconditions article Before You Start
2021-06-24
2021-06-21
2021-06-17
- CSV export: added instruction on using record change markers
- Self-Service Extension: added note on compatibility with JustOn (max. v2.73.3)
- Updated object reference
- JustOn 2.74 Release Notes
2021-06-16
- Installments: reworked note on received payments
- JustOn 2.73.3 Release Notes
2021-06-15
- Cloud storage upload: reworked note on required permissions
2021-06-14
- Write-off: reworked concepts article and instruction (option for manually controlling gross or net booking detail creation)
- IVA: added note on IVA correction
- Cloud storage upload: reworked note on required permissions
- JustOn 2.73.2 Release Notes
2021-06-03
- ON field mechanism: reworked examples section, added new use case
2021-06-02
- SEPA export: reworked concepts introduction
2021-05-31
- Payment collection: reworked concepts article
2021-05-26
- DATEV Connector: changed public interface name (according to DATEV guidelines)
2021-05-25
- Payment matching: added note on matching with cancellations
2021-05-19
- JustOn 2.73.1 Release Notes
- Booking detail CSV export: added instruction on defining sort order
2021-05-18
- Reworked dunning how-to into general AR collection best-practice article
2021-05-12
- Write-off: reworked concepts article
- FAQ on creating public links for existing invoices
2021-05-11
- JustOn Bank Payments: reworked note on prerequisites in introduction
- FAQ on execution limits when mass editing invoice line items
2021-05-10
- MkDocs/Material for MkDocs: replaced custom admonition type with standard one
2021-05-07
- Invoice CSV export: corrected example configuration for master data export
- GIR: reworked filter configuration instruction
2021-05-03
- JustOn Bank Payments: added note on required bank data exchange protocol (camt.053/SEPA)
2021-04-28
- Account statements: reworked concepts article and setup instructions
2021-04-27
- Dunning: reworked concepts article and setup instructions
2021-04-22
- JustOn Bank Payments: reworked app access setup instructions
2021-04-21
- FAQ section: reordered topics, added navigation buttons
- Reporting and analytics concepts: distributed topics to separate pages
2021-04-19
- Revenue recognition rules: added
Calendar Year
revenue recognition rule - Invoice finalization: added instruction on setting up automatic finalization on invoice run
- SEPA: added concepts description and setup instruction for SEPA payment method
- Templates: added instructions on configuring payment information texts
- Settlements: added note on manually overriding settlement key in concepts article and user instruction
- FAQ on bypassing execution limits when finalizing invoices
- FAQ on enabling custom settings access
- JustOn Bank Payments: published initial release documentation
- JustOn 2.73 Release Notes
2021-04-14
- IVA: reworked concepts article
2021-04-12
- Handling unrelated payments/collective debtor account: updated FAQ and best-practice article
2021-04-09
- Self-Service Extension: streamlined instructions for object permission settings in payment setup
- Invoice finalization: corrected wording for finalization batch chain
2021-04-08
- DATEV Connector: clarified information on transferable data, repeated in feature overview and FAQ
- FAQ on updating a company's bank details
2021-04-06
- Billing automation concepts: distributed topics to separate pages
- Billing behavior FAQ and billing behavior info box in Item-Specific Billing Periods: added specific note on
Next Service Period Start
2021-04-01
- Usage data billing: reworked configuration instruction for custom price and quantity fields
- Recreate PDF: clarified intended use
- DATEV Connector: added FAQ on booking text configuration in DUO
- MkDocs/Material for MkDocs: added back-to-top button (try and find it
)
2021-03-31
- Accounting concepts: distributed bookkeeping topics to separate pages
2021-03-30
- Invoice management concepts: distributed topics to separate pages
2021-03-26
- Accounting concepts: distributed AR topics to separate pages
- Payment run: added note on
Bank Transfer
payment method exemption
2021-03-24
- Introduced new navigation for concepts, updated glossary
2021-03-22
- Transaction CSV: reworked note on email attachment file types
2021-03-18
- Usage Data Billing, Transactional Billing Options: reorganized information to clarify behavior and configuration
- Transaction CSV: added note on email attachment file types
- PDF names: reworked FAQ on controlling PDF names
2021-03-17
- SEPA order export: added note on XML file truncation at 3 MB
- Bookkeeping best practice: reworked description of booking detail creation for dunning fee and dunning income
2021-03-16
- Installments: added instruction on modifying installment table column headers
2021-03-12
- Balance transfer/payment booking: added description for transfer booking details
- Booking detail creation for dunning balances: added note on two collective account settings (two G/L accounts) for dunning income
- Settlements: added note on settlement assignment key to limit the set of settleable invoices and credits
- Cash metrics: reworked workflow description, added note on end date with auto renewal
- Bookkeeping data creation for invoice cancellations: reworked description for booking detail allocation to booking periods
- JustOn 2.72 Release Notes
- FAQ on correcting booking details
2021-03-11
- Invoice ZIP download: added note on how to cancel unresponsive job
- Data transfer to DATEV: clarified export scope
2021-03-08
- DATEV Connector: added note on installation in production org, added FAQ on sandbox limitation
- IVA: supports invoices with multiple tax rates
- Settlements: reworked settlement behavior (complete amount, irrelevant due date)
- Cancellations: reworked note on booking detail creation for cancellations – includes original JustOn fields only
- Self-Service Extension: added note on new invoice PDF creation from the invoice page
2021-03-04
- SEPA XML export configuration: emphasized business entity settings (with PI and account data)
2021-03-03
- CSV export configuration: clarified debit/credit mark configuration
2021-02-26
- ILI price calculation: FAQ and note in ILI concepts
2021-02-25
- Installments: track received payments
- Individual value adjustments based on booking details w/o dunning: reworked concepts and configuration instructions, added user instructions
- SEPA Direct Debit order export: correct date handling, aligned with installment dates
- SEPA Credit order export: reworked concepts and configuration instructions to include PI
- Order discount: reworked concepts
- Booking detail creation: reworked description, added cost object as matching criterion
- Booking detail CSV export configuration: clarified
markAsExported
description - JustOn 2.71 Release Notes
2021-02-22
- Clarified subscription builder use cases and subscription field update description, adjusted subscription build best practice
2021-02-17
- Reworked bookkeeping model overview: structured options list, added missing options, added use case, linked to bookkeeping best practice
2021-02-15
- DATEV Connector: clarified information on transferable data, repeated in feature overview and FAQ
2021-02-12
- General: introduced navigation buttons to facilitate user guidance
2021-02-04
- Usage data billing: reworked concepts, setup instructions and additional options
2021-02-02
- Self-service extension: corrected permission settings for site guest user due to enforced security policies with Salesforce Spring '21 Release
2021-02-01
- Mollie payment integration: support for refunds and chargebacks
2021-01-29
- Field whitelist: clarified description
2021-01-28
- Invoice distribution: reworked introduction, added instruction for preparing invoices for printing and mailing
- Booking detail generation: clarified workflow, repeated creation conditions in admin instructions
- Service period-based installments: added installment table configuration example
2021-01-25
- SEPA Direct Debit: reworked concepts (PI first) and export instruction (via PI vs. w/o PI)
- Payment instruments: placeholders
- Service period-based installments: enhanced concepts and configuration instructions
- Payment balances: move between accounts
- Chargebacks: API support for payment services
- Minor modifications for Release 2.70
- FAQ on sharing files with community
2021-01-20
- Dunning concepts and dunning level configuration: clarified dunning fee and late fee behavior, added late fee calculation example
- Booking detail generation: corrected gross value booking example
2021-01-19
- Cloud storage upload: clarified file distribution/export settings usage
2021-01-14
- Added help on using the built-in search
2021-01-12
- finleap connect data retrieval: rephrased note on user registration
- Invoice CSV export: note on maximum execution interval in Exporting Invoices and Scheduling Exports
2021-01-11
- Cash metrics: reworked description and creation details
2021-01-07
- Bookkeeping with gross values: emphasis on "real-world" application (Automatikkonten) and note on additional configuration in Bookkeeping Data for Finalized Invoices, Bookkeeping Data for Payment Balances and a new FAQ
- GIR: note on impossibility of using Line Item Schedule records as source
- UK ∉ EU: note on possible tax rules configuration adjustment due to Brexit in Using Invoice Region to Control Tax Rules and In international business, which VAT to apply?
2021-01-06
Service Period
recognition rule: clarify booking date usage
2021-01-04
- Corrected object field names in booking detail CSV export configuration and master data CSV export configuration
- MkDocs/Material for MkDocs: reworked tab navigation to cover 6.2.0 modifications
2020-12-17
- GIR/transaction builder doc: note on source record release on invoice cancellation
- Transaction builder doc: enhanced transaction table configuration examples (two tables for two source objects)
2020-12-15
- Added FAQ on international VAT
2020-12-10
- Bookkeeping best practice: added deferred revenue cancellation use case
- Added FAQ on unlinking payment balance from invoice
- Deposit invoice concepts: removed note on cancellation restriction
2020-12-08
2020-12-04
- Reworked subscription build/usage billing best practice
- Reworked cancellation doc, added FAQ on undoing cancellations
- Reworked bookkeeping model overview: structure, option details
2020-12-02
- SEPA mandate payment instrument: Reworked introduction, concepts and configuration
- Reworked FAQ on permanent invoices
2020-12-01
- Added bookkeeping model overview
- Booking account allocation: added cost objects
- Contra accounts: added collective debtors
- Payment entries: proper chargeback handling
- Balances for dunning fees: either on dunning finalization or on payment receipt
- Center split: automatic split along given cost center
2020-11-20
- Replaced info icon to improve readability
2020-11-19
- Bookkeeping data best practice: added refund booking use case
2020-11-16
- Correct Register Payment instruction
- Added accounting support overview picture
2020-11-05
- Filters: added note on UI representation
- Subscription filters: added note on implementation and usage recommendation
- IR execution: added note on filter selection
- Minor fixes
2020-11-04
- Settlement: reworked concepts description and related instructions
2020-11-03
- Prepaid balances: reworked setup instruction
- Home page: larger margins for link buttons
2020-10-29
- Reworked description for PDF name behavior in File Distribution and PDF Name
- Added FAQ on PDF name modification
- Reworked description on the creation of new items in Enabling Subscription and Subscription Items Update
- Added note on invoice criterion usage in Invoice Criterion Usage Examples
2020-10-28
- Added usage data billing, continuous invoice run, transaction builder clarification FAQ and note inserts in Usage Data Billing and Transactional Billing Options
2020-10-27
- Published product subscription best-practice article
- Home page: link buttons
2020-10-26
- Template detail fields: reworked concepts description, configuration instructions and FAQ
2020-10-23
- DATEV Connector: added support for preventing accounting document items from being transferred
2020-10-22
- Added installments concepts
2020-10-21
- Added master data export example (FAQ and configuration instruction example)
- FAQ payment page on Winter '21 release: set valid template owner
2020-10-15
-
Reworked process setup instructions:
-
Removed (hidden) Payeezy-related documentation
2020-10-14
- Value aggregation process: reworked process setup instructions
- FAQ payment page on Winter '21 release: reassign permission sets
- MkDocs/Material for MkDocs: replaced deprecated redirect feature
2020-10-13
- Removed (hidden) compliance-related process documentation
- Payment booking best-practice: reworked export guideline
- Deposit invoice close process: reworked process setup instructions
- Pro forma invoice close process: reworked process setup instructions
2020-10-12
- Subscription build process: reworked process setup instruction
- Payment booking best-practice: reworked guideline on booking detail creation
- Booking detail export: corrected export DATEV configuration
- Upgrade guidelines: added 2.55 to 2.68 failure workaround