Beginning May 1st, 2021, new releases will first deploy to Sandbox instances.
Releases will then move to the Production environment after one week of Sandbox access.
The Ordway release process is being adjusted to allow for customer acclimation and use case testing of new features and platform enhancements without affecting Production data.
Release Schedule:
The May Release includes the following:
- Feature Enhancements
- Additional enhanced filters
- Usage Import updates
- Finance:
- Journal Entry Line updates
- Schedule Market Rate exchange rate updates
- Ability to manually edit exchange rates for foreign currency
- Reporting Updates
- HubSpot Integration Updates
Feature Enhancements
Additional Enhanced Filters for Invoices, Payments, Credits, & Refunds
- Easy to use filters that allow you to search and view data as you see fit.
- Billing Run fields are now available in the Payment Run filters.
- Read more about using enhanced filters.
Usage Import
Usability improvements made to Usage Imports include:
- Moved the email recipients checkbox to the beginning of the upload process.
- Revamped the Verify Data step, making it easier to navigate through large amounts of data.
- Pagination and selected rows UI are now outside of the scroll area, and header and first column are frozen to improve usability.
- After clicking Cancel or Done, the user is redirected to the most recently visited page.
- AMENDED 2022.06.11: Please see our Import & Export Data documentation.
Finance
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Journal entry lines will now include Customer Name.
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Customer Name will be moved from the Summary section of the Journal Entry and migrated to existing Journal Entry Lines.
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Existing QuickBooks Online integrations will not be impacted.
Automated journal entries for parent to child payments/credits.
- Payment and credits applied from parent customer accounts to invoices raised with child customers will now be supported with automated journal entries to reconcile outstanding account balances.
- A single journal entry will be generated to capture initial payment or credit generated by the parent customer and secondary journal entry will be auto-generated by the system to move the account balance from the parent customer to the child customer were the invoice was raised.
- The secondary journal entry will include both parent and customer in their respective journal entry lines.
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Ability to configure the frequency of market rate exchange rate updates.
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Set the scheduler to run daily or on a specific day of the week / month.
Reports
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Ability to customize the number of periods and the number of days per period in the Aging Report:
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Billing Schedule Report and Revenue Report will now use invoice dates from Billing Schedule Lines, when available.
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Improvements to Custom Reports:
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Names and IDs for common objects (e.g. Invoices, Subscriptions, Products, Plans, Billing & Revenue Schedules, etc.) will be available as clickable links.
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Integrations
HubSpot
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Ability to sync HubSpot contacts to Ordway based on contacts associated with the Deal, Company, or both.
- Ability to designate billing and shipping contacts using the HubSpot “Buying Role” property.
Should you require additional assistance, reach out to us via Service Desk.
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