The August Ordway Production Release is now available and includes the following:
Table of Contents
Feature Enhancements
New Experience
Reskinning of the following page:
- Menu > Setup > Customer Portal
New Analytics Platform
MRR Movements Report
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- The MRR Movements report has been updated to handle Parent / Child Customer scenarios and provide a consolidated view.
Note: An open issue with suggestions for the Customer Name filter is being worked on.
Additional Enhancements
The following additional enhancements have been implemented:
- Contraction is represented as a negative number on Net New MRR Dashboard.
- Revenue Schedule is available to view from Subscription Charge Tab.
- Custom Fields are displayed for Pricebooks, Order lines, and Billing Schedule lines.
- The micro deposits verification page leads to the correct page.
- The Custom Revenue Rule is prevented on Usage charges.
Help Center Documentation
Check out these new & updated articles since 07/08/23!
New
- Quickbooks Common Webhook Failures
- Time Zones in Ordway
- Sales Tax By State - learn how to clone the Sales Tax Report and sort it by State.
Updated
- Multi-entity Overview and Create Child Entity - updated with details on default GL accounts auto created.
- Ordway Connector for Salesforce Setup - added AppExchange link.
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