JustOn Documentation Changelog

This page summarizes all notable changes made to the JustOn documentation.

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

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 self service setup and 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

Added invoice line item concepts

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