Ordway's November 2022 release is now available in your Production environment. 

Table of Contents: 

• Release Schedule
• Feature Enhancements
  
  • Finance
    • Regenerate Invoice PDF on Reversal
    • Consolidated FX Rates available for import/export and through the APIs
  • Commerce
    • Exact Payments
  • New Experience - Analytics
    • New Reports Available
  • Audit Log Time Zones
  • Integrations
    • Salesforce
      • Minor Package Release
    • New! Role Based User Guides
    • Help Center Documentation
      
      • Release Schedule Reminder
      • New
      • Updated

Release Schedule

Feature Enhancements

Finance

Regenerate Invoice PDF on Reversal

When enabled, Ordway can generate and email a new invoice updated with reversal information to your customer. Read more. 

Consolidated FX Rates available for import/export and through the APIs

Monthly average rates and end-of-month rates can be updated via import or API using your own FX rate sources.

Commerce

Exact Payments

• Customers can now connect their Exact Payments (shown in the UI as Exact-Pay) payment gateway from Menu > Setup > Payments > Payment Gateway. At this time, Exact-Pay can process card payments only. 

New Experience - Analytics

Several Ordway clients are already testing out our New Experience, a redesigned Ordway UI. Read more about the New Experience. Please reach out to us via Service Desk to have this feature enabled.

New Reports Available

New Standard Reports have been added to the Analytics module. The functionality of these reports should be similar to existing Standard Reports:

• Email Status Report
• Failed Payments Snapshot
• Billing Report

Audit Log Time Zones

The following logs now all display in UTC Time Zone: 

• Audit Logs
• API Logs
• Webhook Logs
• Avalara Logs
• Background Jobs

Integrations

Salesforce

Minor Package Release

Get the latest Package link here. 

Push upgrade to Sandbox orgs is scheduled for November 2nd, 2022 at 3AM ET.

Push upgrade to Production orgs is scheduled for November 12th, 2022 at 3AM ET.

• Charges within the Plan can now be sorted to display in the same order as they are represented in Ordway Plans. 
• Plans matching the Opportunity Currency will only be visible in the Plan Picker, thus improving performance.
• Payment options can now be mapped from Salesforce to Ordway and vice versa. This enables customers to make changes in the payment options within Accounts in Salesforce, allowing for a seamless sync to Ordway.

New! Role Based User Guides

We are proud to introduce a new series of Role Based User Guides to direct & assist users throughout the Ordway experience based on common user roles. 

The first learning path in this series is the Billing Operations Role. This introduces the basics of why you need billing systems and how Ordway helps simplify billing and payment operations. Learn more.

Help Center Documentation

Release Schedule Reminder

Here’s our Release Schedule again for your reference. Our 2023 release calendar will be published once finalized. 

New & Updated Articles

Check out these new & updated articles since 09/28/22!

New

• Default Template
• Template Best Practices 
• Quickbooks Online Class Mapping 
• 2022.10.08 Ordway Platform Release Notes
• Set Default Deposit Account from Quickbooks
• Resolve a Paid Incorrect Invoice 

• Create a Subscription in a Closed Financial Period

• Duplicate Transaction Lines Appear on Custom Report

• Confirm Sent Invoices

• Salesforce: View Quote Line Items in Opportunities 
• Payment Gateway Dispute Handling 
• Regenerate Invoice PDF on Invoice Reversal

Updated

• Create & Edit Templates - updated with additional details. 
• Walkthrough: Import Customers & Contacts - updated to clarify temporary IDs. 
• Walkthrough: Import New Credits - updated to clarify temporary IDs. 
• Walkthrough: Import New Subscriptions - updated to clarify temporary IDs. 
• Walkthrough: Import New Orders - updated to clarify temporary IDs. 
• Manage Package Updates - multiple package updates.
• Ordway Connector for Salesforce Setup - multiple package updates.
• Add Additional Account in QBO - updated for clarity and with default account details. 
• Manage Currencies - October Release items. 
• Create a Coupon - updated with details on the Free Trial Coupon Type. 

• Create Billing Run for a Single Subscription - updated processing options. 

• Create New Billing Run/Post Invoices in a Billing Run - updated processing options. 

• Billing Run Basics - removed incorrect content regarding Billing Runs executing only one at a time. 

• Quickbooks Integration Steps - updated with integration options. 

• Manage Invoices - incorporated feedback from Billing Ops training and added section on Import Invoices. 

• Invoice Email Template - updated with how to change to Subscription Billing Contact. 

• Manage Financial Periods - updated for clarity.

• Roles & Permissions - clarified that there are no restrictions on Reporting abilities, even Read Only.

• Setup DKIM & SPF - clarification of required steps prior to completion.

• Manage Custom Fields - added Inherited fields for Quote Conversion content.