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JustOn Documentation

website·Indexed 33 days ago

https://docs.juston.com

Documentation for the JustOn platform, covering invoicing, billing preparation, collection and cash management, and revenue recognition. Includes technical guides for the JustOn Configurator and connectors for Jira, DATEV, and SCHUFA.

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What's inside JustOn

  1. Overview of JustOn SCHUFA Integration

    JustOn SCHUFA Inquiries is a Salesforce application that integrates with SCHUFA (Schutzgemeinschaft für allgemeine Kreditsicherung), Germany's leading credit bureau. This integration allows businesses to automate credit inquiries and perform ongoing credit monitoring for German customers and business partners, providing data to inform decisions regarding credit limits, payment terms, and collection strategies.

  2. Overview of DATEV Data Transfer Integration

    JustOn integrates with the JustOn Connector for DATEV to transfer invoice-based bookkeeping data and expenses to DATEV Unternehmen online. The connector generates DATEV-specific ledger records (accounting documents and accounting document items) from booking details and expenses.

    Supported Data Types:

    • Accounts receivable (Sales invoices)
    • Accounts payable (Purchase invoices)
    • Cash ledger (Cash book)
    • Attachments (Document images)

    Key Constraints:

    • File Size: Invoice PDF, e-invoice XML, and supporting document attachments must not exceed 3.76 MB per file. Files larger than this prevent the export of all booking details for that invoice.
    • Data Scope: Automatic transfer only supports invoicing data (business transactions like realized revenues and charged taxes). Payment balances, unbilled revenue, and master data (e.g., debtor numbers) must be handled via CSV file exports.

  3. Overview of Invoice Bookkeeping

    Invoice bookkeeping is the process of generating booking proposals from finalized invoices. It is used to determine booking periods for revenue recognition, apply specific recognition rules, and manage accounting scenarios such as deferred revenue, value adjustments, and invoice write-offs.

  5. Overview of Jira Connector for JustOn

    Jira Connector is an add-on for JustOn that integrates JustOn Billing & Invoice Management with Atlassian Jira. It retrieves tracked time data from Jira and saves it as worklog records in Salesforce. These records are then used by JustOn's usage data billing system to generate invoices by itemizing worklog data and matching it against defined subscription items to calculate subtotals and invoice line items.

    Requirement: Jira Connector requires at least the Salesforce Enterprise Edition.

  6. Overview of Invoice Fix functionality

    The Invoice Fix feature is used to (re)establish broken or missing data relations or related records (such as booking details, entries, or balances) for imported invoices and invoice line items.

    Important Distinction: Invoice Fix is NOT intended to correct invoices that contain wrong or invalid billing data; it is specifically for fixing data relations and missing related records.

  7. Overview of JustOn invoice distribution methods

    Invoice distribution in JustOn manages how finalized invoices are delivered to customers. Supported delivery channels include email, electronic invoice networks (such as Peppol and Avalara ELR), file storage, and archiving. Distribution can be configured to occur automatically or manually, and multiple channels can be used simultaneously for a single invoice.

  8. Overview of JustOn Invoicing capabilities

    JustOn provides a comprehensive invoicing system for goods and services, managing the entire invoice lifecycle. Key capabilities include generating invoices from subscriptions or other sources, managing draft and finalized invoices, processing corrections and credit notes, creating PDF and electronic invoices, and distributing invoices to customers via multiple channels.

  10. Overview of the DATEV data transfer workflow

    Direct transmission of bookkeeping data to DATEV Unternehmen online requires the JustOn Connector for DATEV add-on. For users needing to import data into DATEV accounting applications like Rechnungswesen pro, a CSV export should be used instead of the Connector.

    The repetitive operational workflow for data transfer consists of:

    1. Preparing the data: Generating DATEV-specific records (Note: this can take approximately one hour for 1000 booking details).
    2. Checking Accounting Documents: Reviewing the documents before final transmission.
    3. Executing Data Transfer: Uploading documents to DATEV. If the upload takes a long time, the access token may expire; if this occurs, restart the data transfer.

  11. Overview of JustOn Cash Management

    JustOn Cash Management is a Salesforce application designed to integrate Salesforce CRM with European banks and payment service providers. Its primary purpose is to help businesses reconcile accounts by triggering payments, tracking payment information, and associating processed payments with corresponding receivables or payables (such as SEPA orders or payments via payment providers).

  12. Overview of Balance Management in JustOn

    In JustOn Billing & Invoice Management, a balance record represents a debit or credit on an account resulting from business operations such as finalizing invoices, assigning payments, issuing refunds, or applying dunning fees. While JustOn typically creates balances automatically, users can manually create them for specific cases like pre-payments or payouts.