Heads up on the awesome 9/15 Ordway Platform Release:
- New Invoice Report
- Currency Enhancements for QuickBooks Online
- New Ordway Connector App for Salesforce version
Details on these powerful, time-saving features and enhancements:
Reports
Invoice Report
- The Invoice Report provides a convenient view of Invoices generated in a given time period, supporting the reconciliation process. Learn more about the Invoice Report.
Ordway API
Additional documentation has been added for reversing Payments, Credits, and Invoices. A GitHub or Google account is required to access the API documentation. (AMENDED 08/30/2022 with updated API links).
Integrations
QuickBooks Online
- Support for multi-currency customers and journal entries.
Salesforce (Ordway Connector App v2.1 now available!)
New Features
- Multi-entity and multi-currency support, including a new permission set and settings page for multi-entity setup and configuration.
- Ability to cancel active subscription contracts directly from Salesforce.
- The Ordway Contract page now has a button that links to the subscription detail page in Ordway for easy view access.
Feature Enhancements
- Ordway Contracts can now be manually created at any Opportunity stage through the Create Ordway Contract button.
- Renamed Ordway settings tab to Ordway Settings.
- The Object Field Mappings page is now accessible from the Ordway Settings page instead of being its own tab and page.
Please contact support@ordwaylabs.com for upgrade instructions or to learn how to integrate the Ordway Connector with your Salesforce workflows.
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