A preview of Ordway's May 2025 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 May 10th.
Table of Contents:
Analytics
Enhanced Report Download with Metadata Header
Feature Overview
We've introduced a new section for report parameters in the downloaded reports, providing comprehensive context about each report at a glance. This feature is currently available for Excel download format.
Key Enhancements
Detailed Report Parameters: Each downloaded Excel file now includes a section with the following information:
- Report Name: The exact name of the report as displayed in the user interface
- Query Date: Precise timestamp of report generation
- Target Date: Specific date range or period covered by the report
- Filters Applied: Complete list of active filters used when generating the report
- Total Records: Total number of records included in the report
Benefits
- Improved transparency and traceability of report data
- Easy verification of report context and generation parameters
- Simplified documentation and record-keeping
The native download now supports download of all records in the downloaded.
Finance
New & Improved Import/Export for Billing and Revenue Schedules
We’ve made it easier than ever to manage your billing and revenue data in Ordway. With our upgraded Import/Export Wizard, you can now quickly upload or download complex schedule data in a structured and user-friendly way.
Billing Schedules
You can now import and export billing schedules using our guided wizard. This means you can:
- Bulk create or update billing schedules directly from a spreadsheet.
-
Work with a structured format across three tabs:
- Billing Schedules: overall schedule details
- Schedule Lines: line-level details like dates and prices
- Applied Tiers: any custom tiered pricing or logic
- Easily update existing data or add new entries using clear instructions built into the import templates.
Using this you can edit the following fields: Charge Ready Date, Start Date, End Date, Description, Unit Price, Quantity, Discount, and Amount.
If you're updating an existing item, keep its unique ID (UID) unchanged. To add a new item, leave the UID blank or use a new one.
Revenue Schedules
Revenue schedules are now supported in the same streamlined way:
-
Upload or download structured data across two sheets:
- Revenue Schedules: overall revenue plans
- Schedule Lines: posting dates, amounts, and allocations
- Clear templates and tooltips guide you through the process.
Using this you can edit the following fields: Posting Date, Amount, and Allocated Revenue.
Just like with billing schedules, use the UID field unchanged if you're updating or keep it blank or add a new value while adding a new item.
Commerce
Enhancements to Checkout Portal
Create Custom configuration for a company/brand.
Read More: Create multiple configurations for Embedded Checkout & Express Checkout Portal.
Coupon Support
Coupon support added to the Checkout Portal.
Subscription filter Enhancements
Charges have a new field called Status.
When Charges are inactive, users can filter them before adding to a subscription. This feature is also coming soon for Quotes.
Payment Enhancements
We are excited to announce the introduction of Google Pay as part of our improved user experience with Stripe’s Payment Elements.
Read more about Google Pay in Ordway.
Platform
Workflow Module Enhancements
Trigger workflows based on events from Billing Run. The events supported include:
- Create - When Billing Run is initiated
- Posted - When the invoices are posted
- Failed - When unexpected errors are encountered during the billing run execution
- Completed - When all the steps of the Billing Run are executed
Single Sign On
The Ordway platform supports integration with Microsoft Entra SSO solution.
API Updates
Ordway Customers can now update Payments using the following API. Read more.
Method: PUT
https://api.ordwaylabs.com/api/v1/payments/{Payment_id}
https://api.ordwaylabs.com/api/v1/payments/{Ordway_Payment_Id}}/apply_invoices
More information on what can be updated and Sample request response from here.
https://docs.google.com/document/d/1FbG60HV7ZpDV_8WBnF1bW_vB6zq6SGqZoIO5nt4F20A/edit?tab=t.0
Comments
0 comments
Please sign in to leave a comment.