The Production Release for September is now available. Please read these updated release notes for the latest information.

Table of Contents

• New Analytics Platform
  • Report Access Enhancements
• Finance
  • Usage Period Restriction
  • Integration Sync Status Summary (Beta release)
  • Auto-adjustment Between Parent and Child 
• Platform
  • Workflow User Experience
  • Pay Now link Expiration Setting
  • Priority Email Submission
• Commerce
  • Payment Import Enhancements
  • Rows Per Page
  • Stripe Verification Process
  • Salesforce
• API Updates
• Help Center Documentation
  • New
  • Updated

New Analytics Platform

Report Access Enhancements

New Analytics access permissions can now be controlled by role in the same way other areas of Ordway permissions are managed. Add, Edit, and Delete options are now available for New Analytics access.

Finance

Usage Period Restriction

Users are now restricted from editing the ‘usage period’ attribute of the charge post subscription activation.

Integration Sync Status Summary (Beta release)

This new feature in Beta release offers insight into integration failures:

• View the integration failures in the Dashboard page.
  
• View the consolidated summary of Sync status grouped by integrations and transaction types.
  
• View details of failures.

Note: This is the beta version of the feature. UI improvements are still in process. Work with our Customer Support team to request this feature. Feedback is appreciated as you test and use this new feature.

Auto-adjustment Between Parent and Child 

An auto-adjustment will occur between parent and child in the following scenarios: 

• Deferred Revenue at parent, but revenue posting at child.
• Unbilled AR at child, but invoicing at parent.
• DebitMemo at parent or child and applied to payment or credit to a different customer.

Platform

Workflow User Experience

User Interface has been refreshed in line with the rest of the application.

• In order for the user to move to the Classic Workflow page, enable the Classic Workflow toggle at the top right of the screen.
  
• Unlike the Classic where editing the element is via the pencil icon, editing the elements on the New Experience just needs a simple click on the interactive element for the edit pop up to show.

Pay Now link Expiration Setting

Customers will have the ability to choose expiration from 30, 60, 90, or Never. The expiration date will be relative to the date of creation of the link.

Priority Email Submission

Emails initiated by User actions will receive higher priority.

Commerce

Payment Import Enhancements

External Payments - User will now be able to update:

Electronic Payments - User will now be able to update:

Rows Per Page

Users now have the ability to customize the rows per page setting for each module. They can also customize the resizing of column width.

In this release, List and View pages of the following Modules are enabled for this feature:

Stripe Verification Process

Effective Aug 18, 2024: With the recent deprecation of old API from Stripe and our transition into new API, Stripe has forced us into accepting a 6 digit statement descriptor code as a means of verification of ACH bank accounts (Regulatory policy introduced by NACHA, body governing ACH payments).

Read more: Stripe Verification Process

Salesforce

Syncing desired contacts to Ordway when a contract syncs from Salesforce. Read More: Sync Desired Contacts from Salesforce

API Updates

All APIs and Webhooks support Signature verification.The Signature is sent as part of the header and is validated by the target system to ensure the originator of the request is valid. More details can be found in our API documentation. 

Help Center Documentation

New

• Salesforce Quote Conversion Steps
• Clear Cache to Address Stale Report Data
• Create a Manual Payment
• New ACH Bank Verification Process
• Subscription Statuses
• Subscriptions V2 Framework
• Term Doesn't Exist Webhook Errors in NetSuite
• Sync Desired Contacts from Salesforce

Updated 

• ACH Account Verification Process - added link to new ACH Bank Verification Process article. 
• Intacct Integration Setup Guide - added steps to enable Web Services. 
• Payment Gateway Important Notes & Requirements - added link to Stripe Verification Process article.