A preview of Ordway's February 2023 release is now available in your Sandbox environment. Please read these release notes and familiarize yourself with new features in Sandbox over the next week.
Your Production environment is expected to be updated with the latest release on February 11th.
Table of Contents
Release Schedule
New Experience
Menu > Settings > General Settings page has been redesigned for the New Experience.
New Analytics Platform
Additional Standard Reports Available
The following Standard Reports are now available in the New Analytics Platform:
- Revenue Snapshot
- Sales Tax
Scroll added to Simple Report Builder
A scroll bar has been added to the bottom of the report builder for ease of data visualization:
Advanced Builder Toggle
Toggle the Advanced Builder ON directly from the Create Report screen.
Feature Enhancements
Finance
Multiple Subscription Versions available via API
Data from prior Subscription versions can now be retrieved via API. Prior to this release, only the latest Subscription version could be retrieved via API. Now the user can specify prior_versions=true to see data related to all prior Subscription versions.
Platform
Contact within a Workflow Assignment
A Contact can be passed as part of the customer object in a Workflow Assignment.
Enhanced Security
User Tokens are now only visible to the logged in user, and are hidden from other users via Menu > Setup > Organization Structure > Users.
Import Data
Invoice IDs
Invoice IDs can now be manually defined in the import file and respected by Ordway. In instances where Invoices are created via import rather than automatically created in a Billing Run, the user can define the Invoice ID and Ordway will not overwrite it with a system-generated Invoice ID.
Commerce
Customer Portal
- Enhanced filters within the Usage and Payment section for enhanced data visibility in the Customer Portal.
- Ability to export filtered Usage in .CSV or .XLS format.
- Users cannot delete the payment method in Customer Portal if it is the only payment method recorded. Restricts users from removing the primary payment method which can cause issues with automatic payment collection.
- Invoice Number and Invoice Total columns have been added to the Payments tab to identify which payment is applied to which invoice. This offers better visibility of the payments made by the customer towards invoices.
Quotes
Quotes Listing API can now be filtered using the updated date filter to retrieve all the quotes updated (modified) after a specified date.
Integrations
Salesforce
Package Version: 3.12.5
- Package release includes a minor bug fix.
Quickbooks
Redesigned Refunds
Learn more about Quickbooks Refund Handling in our Help Center.
Help Center Documentation
Check out these new & updated articles since 12/29/22!
New
- Adjust Deferred Revenue for Foreign Exchange
- 2023.01.04 - Email Delivery Issues [Resolved]
- How does Ordway handle multiple decimal points?
- Correct a Payment without Crediting Payment Card
- How Do I Fix Pending Payments?
- Does Quickbooks Accept $0 Payments?
Updated
- All Analytics articles for various updates
- All New Experience articles for various updates
- Create New Billing Run/Post Invoices in a Billing Run - Updated with $0 Billing Schedule lines.
- Schedule A Billing Run - Updated with $0 Billing Schedule lines.
- Reset Ordway Password - updated to reflect that password reset option works when original password is unknown.
- Aging Report - updated to clarify the use of Group By Transaction Details to expand the report view.
- Manage Payment Gateways - updated screenshot.
- Cancel Active Subscriptions Via Imports - corrected steps.
- Email Statuses - added Enqueued and Marked as Spam statuses.
Comments
0 comments
Please sign in to leave a comment.