The July Ordway Production Release is now available and includes the following:
Feature Enhancements
New Experience
Reskinning of the following page:
- Settings > Organization Structure > Users
New Analytics Platform
Migrating from Classic Reports to New Analytics Platform - Reminder
Learn more about migrating the following:
- Classic Report Bookmarks
- Classic Scheduled Reports
- Custom Reports
Finance
Change/cancellation support for custom Billing Periods
Ordway will update the Billing Schedule following the change or cancellation of a charge with a custom billing frequency. The custom Billing Period will drive the rescheduling of any change to TCV following a Subscription change.
Commerce
Customer Portal
Exact-Pay Payment Gateway Support
- End Customers can now add Exact-Pay credit cards and bank accounts within the Customer Portal.
- Also view all payments made through Exact-Pay.
Open Separate Additional Browser Window within Ordway
Users can now open a separate additional browser window to view additional details throughout Ordway.
Example: Open subscription charges in a new tab to view charge details without leaving the Subscription page.
Steps:
Mac - Press Command+click on the charge to open it on a new tab.
Windows - Press Control+click on the charge to open it on a new tab.
Show PDF for Imported Invoices
Invoices within Customer Portal and Pay Now Portal now generate and display the imported Invoice PDF.
Integrations
Help Center Documentation
Our Help Center is getting a makeover with New Experience screenshots!
Check out these new & updated articles since 06/10/23!
New
- Important Note on Multi-Currency with Sage Intacct Integration
- Use Inspect Browser Tool to Troubleshoot Issues
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