A preview of Ordway's October 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 October 14th.
Table of Contents
- Release Schedule
- Feature Enhancements
Release Schedule
Feature Enhancements
New Experience
All users will be migrated to the New Experience in the October release. Please reach out to Customer Success or Support with any questions.
New Analytics Platform
Standard Reports
Deferred Revenue Waterfall by Customer Report
The Deferred Revenue Waterfall by Customer Report is available in New Analytics. Read More.
Finance
Usage
Bulk Delete Action Change
- When bulk deleting usage records that include both invoiced and uninvoiced records, you will now see two separate messages upon completion of the action.
- Un-invoiced records will return a Success message indicating the number of records successfully deleted.
- An Error message will appear indicating the number of records that failed to delete due to those records being invoiced.
Platform
Subscription Details Page
- Performance improvement: Optimized for better load times.
Commerce
Exact-Pay
ACH Debit Support
- A secondary mechanism for ACH verification has been enabled using micro-deposits that allows the user to manually verify the deposits into their account.
- API Calls for Exact-Pay have been updated to provide better data tracking.
Quotes
Quote Edits
- Once a Quote is active, the Quote Line Item's Charge Type cannot be changed. This was an already existing restriction on Subscriptions.
API Updates
The following fields have been added to the Get Subscription API response at the Charge Level (recurring only).
- Discounted CMRR: The MRR calculated based on % discount offered at subscription charge level
- CMRR: The contracted MRR displayed per charge.
Line Type has been added to the Get Billing Schedules API call. Options include: Regular, Rollover, Refund, Cancelled, Reversed, Expire, Refund Line, and Regular Refunded.
Help Center Documentation
Check out these new & updated articles since 09/09/23!
New
- Payment Gateway Important Notes & Requirements
- Invoice Payment Link Expiration
- Regenerate and resend Invoice PDF
- Set Custom Segment Values on Transactions
- Payment Gateway Error Messaging
- Deferred Revenue Waterfall by Customer
Updated
- How do I send an invoice to multiple Billing Contacts? - Clarified use of this feature when Customer Portal is enabled.
- Customer Portal Setup - updated with link to above article.
- Invoice Payment Link Expiration - Updated with Salesforce field notes to accommodate longer URLs
- Payment Gateway Chargeback - updated to clarify next action steps for Invoice after the Refund.
- Manage Taxes - added notes regarding what is required for Avalara tax handling.
- Avalara Errors and Troubleshooting - updated to clarify that Avalara calculates taxes on the Shipping Address; which comes from the Company Address saved in Avalara.
- ACH Limit for New Stripe Accounts - clarified the limits for the first four months of Stripe service.
- Create a Webhook - clarified the use of the Email to notify if last attempt fails field.
- Manage Roles & Permissions - updated to clarify that Read-Only access restricts users from bulk actions such as selecting multiple invoices to print, email or export.
Additional Enhancements
The following is a list of minor enhancements and fixes that have been applied to the platform:
- Inline edit on Customer page disabled when Save is clicked and in progress.
- Improved Usage Failure reason messaging:
- Allow entry of negative quantity in Subscription Charges.
- Pagination now available when clicking View All on the Subscription Details page.
- Usage page now has appropriate sorting options.
- Corrected Avalara issue where when more than 1 email was included, the system only included the first one.
- Avalara logs list page allows for filter using related transaction / entity.
- For subscription charges with Proration Attribute set to Next Full Period, in case of cancellation Ordway will delete un-invoiced Billing schedule lines beyond the cancellation date.
- Preview and Download links in quotes and other application pages do not expire.
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The 'ARR or MRR Movements By...' Reports support the tracking of the following movement types for each period:
- Starting
- New
- Expansion
- Contraction
- Churn
- Ending
- The List Price field is now available when changing a Subscription.
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