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JustOn 2.98

Info

We regularly deliver updates to bring new features, improvements and fixes to JustOn Billing & Invoice Management. Continuous development is essential to the legally permissible operation of our e-invoicing application and makes sure that it always responds to current legal regulations about data protection or tax-relevant data. This provides for a seamless and safe operation as well as for the best possible support.

JustOn 2.98

2024-05-13

Welcome to JustOn Billing & Invoice Management Release 2.98.

This page summarizes new features, notable changes and bug fixes included with this delivery. For detailed information about JustOn's features, refer to the JustOn documentation.

Note

JustOn 2.98 has replaced the Installments button. When upgrading JustOn Billing & Invoice Management from a pre-2.98 version, you must remove the deprecated installments button (labeled Deprecated installments) from the layout and add the new button (see Enabling Installment Creation for Single Invoices).

JustOn 2.97 has replaced the Account Statement button. When upgrading JustOn Billing & Invoice Management from a pre-2.97 version, you must remove the deprecated account statement button (labeled Deprecated Account Statement) from the layout and add the new button (see Enabling Account Statement Generation for Single Accounts).

JustOn 2.96 has reworked the creation of account statements. If the involved balances relate to business entities, JustOn Billing & Invoice Management groups the balances by their business entity and, consequently, creates separate account statements for each account-business entity pair.

JustOn 2.94 has added support for payment plans and installments on deposit invoices. In this context, two obsolete invoice type values (Installment and Final with Installment) have been removed from the Type field of the Invoice object. When upgrading from a previous version, these values remain available, although they will no longer be used by the software. You can safely remove them (see Modifying Picklist Values).

JustOn 2.92 has added a fiscal version numbering (FR-NF203-D 438-003) to the installed package name in order to comply with the NF203 certification for France.

JustOn 2.91 has introduced the generic payment method Online Payment to cover all payment methods available through payment service provider integrations via JustOn Cash Management, replacing Credit Card and Paypal. When upgrading from a previous version, you may have to add the value Online Payment to the Payment Method picklist of the Invoice object manually in order to make use of the new payment method. Likewise, you may have to manually deactivate the deprecated payment methods Credit Card and Paypal. For details, see Modifying Picklist Values. For compatibility reasons with existing solutions, JustOn Billing & Invoice Management still supports the deprecated payment methods Credit Card and Paypal.

JustOn 2.90 has added support for generating payment QR codes using the JustOn PDF service. With this respect, you must explicitly allow accessing the JustOn PDF service if you intend to use this feature.

JustOn 2.88 has introduced a new invoicing engine. It uses a new rounding approach when calculating the invoice line item price in order to be in line with common third-party applications (see Invoice Line Item Rounding). As of v2.88, JustOn Billing & Invoice Management uses the invoicing engine v2 for all new invoices by default. For existing invoices after upgrading from a previous JustOn version, the previous calculation mode is applied.

JustOn 2.86 has reworked the invoice finalization. It now executes the complete finalization batch chain when started from both the list view and the detail view.

Be aware that

JustOn 2.86 has reworked the default Lightning record pages for invoices and statements. It has removed the previously used button components and has added new context-sensitive dynamic actions. If upgrading from a previous version, you may have to activate the new pages (API names Invoice1 and Dunning1) manually.

JustOn 2.85.3 has fixed the balance calculation for invoices that include a tax delta. Due to a specific Salesforce condition, the fix requires Tax Delta as a value of the Type picklist on the Invoice Line Item object. If upgrading from a previous version, you may have to add it manually.

JustOn 2.81 has reworked the creation of subscription metrics and account metrics. It no longer uses the item end date for the final metric record but the day after. This provides for a "smooth" transition between items, preventing breaks in the metric chain (or large swings in chart representations).

Upgrades since JustOn 2.55

JustOn 2.79.1 has replaced the custom placeholder [PaymentDueDate] with the built-in placeholder [PaymentDueDate] to retrieve the payment due date. Be aware that when upgrading from a version prior to 2.79.1, the existing default custom placeholder [PaymentDueDate] is not deleted. Since custom placeholders always take precedence over built-in placeholders with the same name, you must delete existing default custom placeholder manually. Note, however, that it is still possible to overwrite the built-in placeholder using a custom placeholder in order to apply some custom retrieval logic.

JustOn 2.77.2 has reworked the bookkeeping data creation for the global setting combination Enable Accounting in Gross Values and Accounting Gross Taxes on First Month in order to support DATEV automatic accounts.

JustOn 2.76 has reworked the bookkeeping data creation for subscription-based unbilled revenue. Unbilled revenue is no longer recorded by a process triggered on subscription or item change, but by a scheduled job on a regular basis. If you currently create bookkeeping data for unbilled revenue, you must delete your custom process and schedule the unbilled revenue job, accordingly.

JustOn 2.75 uses HTTPS to access the EU VAT validation service. If upgrading from a previous version, you may have to modify the remote site setting CheckVatService, specifying the HTTPS URL.

JustOn 2.74 has introduced multiple security-related modifications, which entail that

JustOn 2.71.1 has reworked the settlement behavior. Invoices and credits are now settled before their due date, and installment invoices are settled with their maximum amount.

JustOn 2.71 has added support for tracking payments on the installments of the calculated payment plan. Any existing pre-payments no longer produce deposit installments.

JustOn 2.71 has added support for individual value adjustments based on specific booking details. IVA does no longer depend on dunning levels, nor does it produce IVA balances.

JustOn 2.71 has added support for explicitly excluding invoice line items from the order discount. Invoice line items with a negative amount are no longer exempt by default.

JustOn 2.70.1 has fixed the tax recognition rule handling. If you are upgrading JustOn from a previous version, you must, however, manually change the API name of the Sync With Revenue picklist value of the Invoice Line Item field Tax Recognition Rule to Sync With Revenue after applying the upgrade. (For details, see Modifying Picklist Values.)

JustOn 2.69 has added dedicated support for chargebacks. This approach replaces the Force Matching option that was previously available when executing the payment matching or assignment procedure.

As of JustOn 2.69, the booking date of revenue booking details determines the booking date allocation of related booking details produced for taxes and deferred revenue.

JustOn 2.69 has renamed the revenue recognition rule Monthly to Booking Month.

For compatibility reasons, JustOn still supports configurations that relate to Monthly. Make sure, however, to check any configurations, custom integrations, etc. for proper operation and adjust them if required.

JustOn 2.65 has introduced the custom picklist field JustOn Contact Role on the Contact object. This mechanism replaces the Account Contact Role functionality in Salesforce Classic, which is no longer supported by Salesforce.

For compatibility reasons, JustOn still supports existing Salesforce Classic Account Contact Roles. If available, they take precedence over the value set in the JustOn Contact Role field.

JustOn 2.64 has renamed the custom setting Tenant to Business Entity.

For compatibility reasons, JustOn still supports configurations that relate to the previous name tenant. Make sure, however, to check any custom integrations, configurations, templates, placeholders, etc. for proper operation and adjust them if required.

JustOn 2.64 introduces dedicated history fields and history tracking for number ranges. If you are upgrading JustOn from a previous version and want to use this feature, you must explicitly activate history tracking for all relevant Number Range fields.

JustOn 2.64 supports dedicated ON fields for setting the type of the invoice and the invoice line items with the generic invoice run. Use ON_Type to set the type of the invoice and ON_LineItemType to set the type of the invoice line item.

JustOn 2.63 has modified the SEPA export formats.

  • The SEPA Direct Debit Export format XML CDD pain.008.003.02 has been replaced with XML CDD pain.008.001.02, and the SEPA Credit Export format XML CCT pain.001.003.03 has been replaced with XML CCT pain.001.001.03. The two changes are backward compatible for all banks that implement the current DFÜ Agreement Appendix 3.
  • For banks in Austria and the Netherlands, the SEPA Direct Debit Export format XML CDD pain.008.001.02 has been renamed to XML CDD REQUIRED_BIC pain.008.001.02, and the SEPA Credit Export format XML CCT pain.001.001.03 has been renamed to XML CCT REQUIRED_BIC pain.001.001.03. These SEPA formats require the BIC value.

When working with banks in Austria and the Netherlands, make sure to adjust your export configurations accordingly.

JustOn 2.61 has introduced the tab Balances. If you upgrade JustOn from an earlier version, you must

  • Remove any unmanaged custom object tabs for balances that you may have created manually before upgrading to JustOn 2.62,
  • Specifically allow accessing the new tab after upgrading.

JustOn 2.57 has added support for the VAT number validation. If you upgrade JustOn from an earlier version, you are prompted to allow communication with the EU website that provides the corresponding service.

Note that by default, no data is transferred to or from this website. Before any data is transferred to or from the service, you must explicitly enable the feature for your org. For details, see Why approve third-party access on setup.

JustOn 2.56.2 has reworked the behavior of canceled subscriptions. Canceled subscriptions with an end date set now produce an invoice until the end date is reached. If you upgrade JustOn from an earlier version, you must review your canceled subscriptions after upgrading to this release.

If upgrading from a previous version lower than JustOn 2.55, read the JustOn 2.55 release notes for advice and known upgrade issues.

Info

Generally, JustOn recommends to delete all draft invoices before installing the new JustOn Billing & Invoice Management release in order to allow for a smooth transition to the new features.

If you bundle JustOn permission sets in permission set groups, always make sure their status is Updated. This indicates that the bundled permissions are up-to-date.

Changes

  • Improved integration with JustOn Cash Management: invoice finalization sets Statement Distribution URL (PLAN-96)
  • Improved integration with JustOn Cash Management: synchronized entry creation/cancellation on manual installment modification (PLAN-274)

    When upgrading JustOn Billing & Invoice Management from a pre-2.98 version, you must remove the deprecated installments button (labeled Deprecated installments) from the layout and add the new Installments button (see Enabling Installment Creation for Single Invoices).

  • Improved integration with JustOn Cash Management: flow support for synchronizing entry modifications with related installments (PLAN-693)

Fixes

  • Fixed e-invoice status component: correct action button behavior (PLAN-624)
  • Fixed QR code creation: uses correct amount values after settlement or balance assignment (PLAN-633)
  • Fixed integration with JustOn Cash Management: balance synchronization correctly uses specified payment currency (PLAN-689)
  • Fixed picklist values and help text for e-invoice format fields (PLAN-717)

JustOn 2.98.1

2024-06-20

Fixes

  • Fixed payment matching: correctly assigns payments (for paid invoices) to account (PLAN-690)
  • Fixed item discount calculation: correctly rounds amount to two decimals (PLAN-732)
  • Fixed dunning run: does no longer set default business entity, correctly combines dunning details (PLAN-736)
  • Fixed draft invoice creation: correctly considers placeholders from EmailContact (PLAN-764)
  • Fixed automatic center split: correctly prevents booking details with amount = 0 from being split (PLAN-766)