Table of Contents

• Release Schedule
• New Analytics Platform
  • • Revenue Snapshot Report Available
  • Commerce
    • Customer Portal
  • Help Center Documentation
    • New
    • Updated

Release Schedule

New Analytics Platform 

Revenue Snapshot Report Available

The Revenue Snapshot Report is now available in the New Analytics Platform.

Feature Enhancements

Commerce

Customer Portal

• Confirmation of email step after password setup has been removed to eliminate customer confusion.

• Custom fields, filters, and an Export option have been added to the Invoices tab.
  
• Payments can now be exported. 
  

Help Center Documentation

Check out these new & updated articles since 02/11/23! 

New

• Ordway’s 2023 Product Release Calendar
• Add a Salesforce Sandbox

• Analytics: Column Options & Sort (Advanced Builder)

• 2023.02.21 - Salesforce Connection Issue

• Revenue Snapshot

Updated

• Manage Multi-entity Chart of Accounts - Edited to clarify that Child orgs cannot directly create, edit, or delete a CoA.

• Usage Basics - updated with Usage IDs surpassing 1 million. 

• Intacct Integration - updated with Default Settings information.

• NetSuite Integration - updated with Default Settings information.

• Quickbooks Integration Steps - Updated with Sync all Transactions plus Revenue JEs. 

• Request and Validate API Keys - updated to clarify who can request an API key and that 1 key is required per environment.
  Analytics: Column Options & Sort - Standard Reports: additional edits to match Advanced article published.

• Updated to clarify the Generate Separate Invoice toggle in the following articles: 

  • How do I bill multiple subscriptions at once?

  • Generate Separate Invoice for a Subscription

  • How do I send an invoice to multiple Billing Contacts?

  • Create New Subscription

  • Combine all Subscription Invoices

  • General Settings