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
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