JustOn Documentation Changelog

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

2023-03-28

• JustOn Billing & Invoice Management: release notes for v2.85.1, v2.85.2

2023-03-24

• JustOn Billing & Invoice Management: added note on booking detail support in Copy Additional Fields
• JustOn Billing & Invoice Management: release notes for v2.85

2023-03-21

• JustOn SCHUFA Inquiries: added instructions on enabling inquiries with prefilled Schufa ID

2023-03-15

• JustOn Billing & Invoice Management: added example for revenue deferral with a short service period across two months
• JustOn Cash Management: reworked settlement concepts as well as configuration instructions and user documentation

2023-03-10

• JustOn Billing & Invoice Management: added FAQ on billing items at different times in one month
• JustOn Billing & Invoice Management/JustOn Cash Management: reworked JustOn Configurator documentation

2023-03-09

• JustOn Billing & Invoice Management: reworked concepts and configuration instructions on contra account allocation for payment bookkeeping data

2023-03-07

• JustOn SCHUFA Inquiries: added instructions on automating inquiry-related operations using flows
• JustOn SCHUFA Inquiries: release notes for v1.14

2023-03-06

• JustOn Billing & Invoice Management: added instruction on synchronizing MRR metrics creation with existing invoices
• JustOn Billing & Invoice Management: release notes for v2.84
• JustOn Cash Management: added concepts on SEPA batch bookings, added instructions on enabling batch booking control and configuring batch booking creation, added description on Entry by custom field payment matching search template, added concepts on payment instrument last capture amount/time
• JustOn Cash Management: release notes for v1.24, updated upgrade guidelines

2023-03-01

• JustOn SCHUFA Inquiries: reworked instructions on requesting monitoring service, added instructions on preselecting inquiry types and legitimate interests
• JustOn SCHUFA Inquiries: release notes for v1.13

2023-02-28

• JustOn Cash Management: added instructions on enabling new payment provider types, added instructions on using test payment service

2023-02-23

• JustOn Billing & Invoice Management/JustOn Cash Management: reworked JustOn Configurator documentation

2023-02-15

• JustOn Billing & Invoice Management: added FAQ on SEPA export conditions

2023-02-13

• JustOn Cash Management: added instructions on customizing webpage styles, added instructions on starting settlement from bank statement item list, enhanced description on Entry by amount payment matching search template, added instructions on enabling global configuration access, added instruction on enabling settlement from bank statement item list
• JustOn Cash Management: release notes for v1.23, updated upgrade guidelines
• JustOn documentation: added English translation of presales FAQ

2023-02-09

• JustOn documentation: added presales FAQ

2023-02-06

• JustOn Cash Management: reworked EBICS initialization description
• JustOn Cash Management: reworked concepts and functional overview on payment matching by data comparison
• JustOn Cash Management: clarified information on supported bank data retrieval in Banking Preconditions and in FAQ
• JustOn Connector for DATEV: added note on file number limit on data transfer
• JustOn Connector for DATEV: release notes for v1.13

2023-01-27

• JustOn Cash Management: reworked concepts on PSP integration and banking connection

2023-01-26

• JustOn Billing & Invoice Management: reworked concepts on JustOn Cash Management integration, added instructions on configuring payment link handling, added instruction on getting payment links manually
• JustOn Cash Management: restructure Adyen account setup
• JustOn Billing & Invoice Management: release notes for v2.83.1

2023-01-19

• JustOn Billing & Invoice Management: added notes on payment link retrieval with JustOn Cash Management integration
• JustOn Billing & Invoice Management: release notes for v2.83
• JustOn Cash Management: reworked PSP integration instructions, added setup instructions for Adyen, added instructions on defining platform integration user and organization web link alias
• JustOn Cash Management: release notes for v1.22

2023-01-18

• JustOn Billing & Invoice Management: added notes on leaving the software

2023-01-17

• JustOn Billing & Invoice Management: added note on excluding records from subscription build as setup option and FAQ
• JustOn Billing & Invoice Management: added note on automatic batch scope scaling
• JustOn Connector for DATEV: reworked precondition section, added note on possible error because of missing year and ledger type settings in DATEV

2023-01-09

• JustOn Billing & Invoice Management: removed deprecated Invoice Statistics extension from documentation
• JustOn Billing & Invoice Management: added instruction on using JustOn Configurator package to integrate with JustOn Cash Management

2023-01-05

• MkDocs/Material for MkDocs: completely reworked documentation to support new v9 search, removed 3rd-party plugin

2023-01-04

• JustOn Billing & Invoice Management: added concepts, operation instructions and configuration instructions for collecting and writing off payment balances

2023-01-02

• JustOn Billing & Invoice Management: updated concepts and instructions on integrating with JustOn Cash Management
• JustOn Billing & Invoice Management: release notes for v2.82

2022-12-06

• JustOn Self-Service Extension: added instruction on disabling Lightning features to secure site security
• JustOn Billing & Invoice Management: added note on decimal places for tax rate in tax breakdown table description

2022-12-05

• JustOn Billing & Invoice Management: added FAQ on deactivating a license

2022-11-30

• Added available values to picklist fields in object references for JustOn Billing & Invoice Management, JustOn Cash Management and JustOn Connector for DATEV

2022-11-29

• JustOn Billing & Invoice Management: release notes for v2.81.1
• JustOn Connector for DATEV: release notes for v1.12.2

2022-11-28

• JustOn Cash Management: release notes for v1.21

2022-11-24

• JustOn Cash Management: reworked concept descriptions for entries, entry items and payments, added example to illustrate amount value/status changes

2022-11-18

• JustOn Cash Management: added example input string filters and more search templates for payment matching search configurations

2022-11-17

• JustOn Cash Management: added upgrade guidelines
• JustOn documentation: added noopener attribute to outbound links

2022-11-15

• Added FAQ on data processing with JustOn Billing & Invoice Management and JustOn Cash Management

2011-11-14

• JustOn Cash Management: added instruction to get default payment matching configurations

2022-11-09

• JustOn Cash Management: reworked Matching Configurations article to include matching priority
• MkDocs/Material for MkDocs: adjusted custom CSS to cover theme engine modifications

2022-11-07

• JustOn Billing & Invoice Management: added example for revenue deferral within one month

2022-11-04

• JustOn Cash Management: reworked concepts to introduce the API, added API description, added notes on compliance and software maintenance
• JustOn SCHUFA Inquiries: added notes on compliance and software maintenance

2022-11-03

• JustOn Cash Management: added instruction on enabling payment statuses

2022-11-02

• JustOn Billing & Invoice Management: added best practice article on testing JustOn project
• JustOn Cash Management: added note on EBICS key renewal in EBICS initialization concepts and configuration instruction

2022-11-01

• JustOn Billing & Invoice Management: reworked subscription metrics and account metrics concepts to reflect modified end date behavior
• JustOn Billing & Invoice Management: v2.81 Release Notes

2022-10-20

• JustOn Billing & Invoice Management: added FAQ on supporting intercompany invoices

2022-10-19

• JustOn Billing & Invoice Management: added FAQ on open items support in DATEV

2022-10-12

• JustOn Billing & Invoice Management: reworked concept description on subscription build and update

2022-10-07

• JustOn Cash Management: added instruction on configuring payment matching, release notes for v1.20

2022-10-05

• JustOn Billing & Invoice Management: added dedicated installation article

2022-10-04

• JustOn Billing & Invoice Management: added information on compliance certificates in compliance article and as FAQ
• JustOn Cash Management: added information on compliance certificates as FAQ
• MkDocs/Material for MkDocs: adjusted custom CSS to cover theme engine modifications

2022-09-29

• JustOn Billing & Invoice Management: added best practice article on managing license sales

2022-09-28

• JustOn Billing & Invoice Management: reworked row configuration instructions for invoice CSV export and booking detail CSV export to reflect modified business entity support
• JustOn 2.80.1 Release Notes

2022-09-13

• JustOn Cash Management: added note on cancelling previously issued payments when creating direct debit orders or credit transfer orders, release notes for v1.19
• JustOn Billing & Invoice Management: reworked payment entry concepts

2022-09-12

• JustOn Cash Management: added banking initialization how-to, added available banks to SEPA payment method overview

2022-09-08

• JustOn Cash Management: added FAQ section

2022-09-06

• JustOn Billing & Invoice Management: added exceptions to general VAT rules for international business

2022-09-01

• JustOn documentation: FAQ on built-in search
• JustOn Billing & Invoice Management: FAQ on booking data for cancellation invoices

2022-08-31

• JustOn Cash Management: added general EBICS initialization description to bank access setup instruction and Banking Preconditions/Bankfachliche Rahmenbedingungen

2022-08-29

• JustOn Billing & Invoice Management: added use case examples (1 and 2) for deferred revenue bookings to DATEV automatic accounts

2022-08-25

• JustOn Billing & Invoice Management: added article on certifictions display, added note on changed behavior of invoice finalization/cancellation flow
• JustOn 2.80 Release Notes

2022-08-23

• JustOn Billing & Invoice Management: added note on field history tracking and setup audit trail in Compliance concepts
• JustOn Cash Management: added note on explicit money flow restrictions for payment instruments

2022-08-22

• JustOn Billing & Invoice Management: added note on line break restriction in filter conditions
• JustOn Billing & Invoice Management: added configuration instruction and FAQ on PDF page numbering

2022-08-18

• JustOn Billing & Invoice Management: added note on monthly/daily reset restrictions for invoice number ranges
• MkDocs/Material for MkDocs: reworked tag usage

2022-08-17

• JustOn Billing & Invoice Management: added concept description on subscription update, reworked subscription update setup instructions

2022-08-11

• JustOn Cash Management: added instruction on creating credit transfer orders, reworked payments/payouts concepts, added Mollie to payment method overview, release notes for v1.18, added German translation of EBICS onboarding form

2022-08-10

• JustOn Cash Management: added Mollie-specific configuration details in Modifying Payment Provider Data, added German translation for banking preconditions (Bankfachliche Rahmenbedingungen)
• JustOn SCHUFA Inquiries: updated release notes

2022-08-09

• JustOn SCHUFA Inquiries: added instruction on master data retrieval, reworked instruction on industry/feature code configuration

2022-08-08

• JustOn 2.79.1 Release Notes

2022-07-05

• JustOn Cash Management: release notes for v1.17
• Reworked overview pages (buttons → grid cards)

2022-06-30

• FAQ on PDF font support
• JustOn Cash Management: reworked payment method overview

2022-06-29

• FAQ on date/time field display on PDFs

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

• FAQ on subscription scope with View Remaining

2022-05-10

• FAQ on preventing emails from being caught as spam

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

• Added FAQ on common error messages

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

• Added Best Practice: Setting Up Billing and Invoicing Solution

2022-03-08

• MkDocs/Material for MkDocs: added support for tags in site search, added tag index

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

• FAQ on item/subscription/invoice run period dependencies

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 and Recurring 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

• Installments: added example and FAQ to illustrate payment due concepts

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

• Invoice run: reworked concepts, added reference to filters

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 (see paymentMeans)

2021-08-30

• FAQ on combined ILI aggregation and distribution

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

• Subscription: reworked concepts
• Installments: reworked concepts

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

• Subscription metrics: reworked concepts, added subscription upgrade example

2021-06-21

• Added FAQ on disabling user email signatures

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

• 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:

  • invoice import and fix
  • balance fix/balance deletion
  • KID generation
  • subscription bookkeeping data creation
  • cash metrics creation
  • JustOn Connector upsert process

• 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