Your Production environment is now available and includes the following:

Table of Contents

• Release Schedule
• Feature Enhancements
  • New Experience
    • Reskinning of Pages
    • Sunset of Classic Experience UI
  • New Analytics Platform
    • Migrating from Classic Reports to New Analytics Platform
  • Platform
    • View Both Billing & Revenue Schedules
    • Customer & Subscription View - Tab & Card Views
  • Commerce
    • Auto-Apply Payment for Next Invoice

    • ACH Instant Verification for ExactPay

  • Help Center Documentation
    • New
    • Updated

Release Schedule

Feature Enhancements

New Experience

Reskinning of the following pages:

• Webhooks
• Schedule Page

Sunset of Classic Experience UI

For users already utilizing the New Experience, the Switch to Classic option is no longer available starting with this release. All use cases are currently supported in the New Experience. In case of any specific issues or questions, please reach out to the Support team.

New Analytics Platform

Migrating from Classic Reports to New Analytics Platform 

Learn more about migrating the following: 

• Classic Report Bookmarks
• Classic Scheduled Reports 
• Custom Reports

Platform

View Both Billing & Revenue Schedules

A drop-down option is available to show both Billing and Revenue Schedules together within the Subscription details page. This feature is available in Production now. 

Customer & Subscription View - Tab & Card Views

Both the Customer and Subscription Details pages have been updated to allow users to select from either a Tab View or Card View.

Each card displays 5 rows, which can be increased using the Rows Per Page drop-down menu. 

Pagination is also included in the Card View.

When a user selects Card View, the browser stores the preference and defaults additional Customer or Subscription Details pages to the Card View. Change this at any time by selecting Tab View.

Commerce

Auto-Apply Payment for Next Invoice

Note: This setting is available in Production now. 

A new setting has been added to Menu > Settings > General Settings called Auto-Apply Payment for Next Invoice. This setting allows control of automatically applying payments to next invoices at the Organization level.

Users can still toggle auto-apply OFF at the individual Payment level.

ACH Instant Verification for ExactPay

ExactPay uses Plaid to instantly verify an account. This feature is available in Beta mode. 

Steps: 

Navigate to Menu > Customer Accounts > Desired Customer. 

Click Request Payment Method.

Click Verify Instantly.

Select the Bank name and follow the on-screen prompts to instantly verify an account. Once verified, the account is active in Ordway and can be used to collect payments.

Help Center Documentation

Our Help Center is getting a makeover with New Experience screenshots! 

Check out these new & updated articles since 05/11/23! 

New

• Subscription Basics
• Add a Custom Field to a Report
• Sales Tax - Analytics Report
  
• Total Invoice Amounts By Month - Analytics Report
• Renewal Report - Analytics Report

Updated

• Usage Basics - updated to clarify Usage Preconditions. 
• Create Change Opportunity - additional clarification added.
• Revert to Previous Subscription - updated to clarify what to do when revert is not an option. 
• Updated these articles to clarify that Customer Portal invitations have a 72 hour expiration window: 
  • Customer Portal Setup
  • Customer Portal Features
  • Automate Customer Portal Actions
• Updated these articles to clarify that special characters cannot be included in Analytics Report Names:
  • Create a New Report
  • Report Options
  • Access the Advanced Report Builder
• Updated the following report articles to explain the data source is refreshed only every 24 hours: 
  • MRR by Customer and Subscription
  • MRR Movements By Customer
  • ARR Movements By Customer
  • ARR by Customer and Subscription