JustOn Documentation Changelog

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

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