Ordway's June 2025 release is now available in Production and includes the following:

• New Analytics Platform
  • Sales Tax
  • Movements Report Enhancements
  • DRW Report Enhancements

• Finance

  • Revenue Schedule Reconfiguration: Recurring Billing

• Platform

  • Update Webhook Status

  • Clone a Record

• Commerce

  • Payment Elements on Checkout Portal

  • Subscription Management on Checkout Portal

  • Allow the latest added payment method default setting

  • Braintree Gateway Integration - CC and ACH

• Integrations
  • Salesforce Package Update
  • Bi-Directional Payment Sync with QuickBooks Online
• API Updates
  • Billing Schedule API Response
  • Response Required
• Help Center Documentation
  • New
  • Updated

New Analytics Platform

Sales Tax

Read more about new enhancements to Ordway’s Sales Tax report.

Movements Report Enhancements

New Features:

Usage-Based Revenue Integration

• MRR Movement Reports now provide option to include revenue from usage charges
• Provides comprehensive view of all revenue streams in a single report

Enhanced Retention & Growth Metrics

Added three key performance indicators:

• Growth Rate: Measures the percentage increase in MRR from existing customers due to expansion (e.g., upsells, add-ons).
• Gross Retention: Reflects the percentage of MRR retained from existing customers, excluding any expansion.
• Net Retention: Captures the total percentage of MRR retained from existing customers, including expansion.

Important Note: These percentage metrics should be analyzed either at individual customer level or customize the report to remove Customer ID / Name when analyzing summary level information. Looker will incorrectly sum these percentage fields if customer-level dimensions are present.

Refer to the updated Help Center article to learn more.

DRW Report Enhancements

Enhancement: Future Posting Logic Update

The Deferred Revenue Waterfall report now displays the posted invoice amount when no corresponding Journal Entry has been created, providing more accurate visibility into future revenue recognition. Previously, future periods only reflected amounts from posted journal entries.

Finance

Revenue Schedule Reconfiguration: Recurring Billing

Available in Beta. Contact Ordway Support to enable this feature. Read more about Revenue Schedule Reconfiguration: Recurring Billing. 

Key Features:

Company-Level Revenue Allocation Setting - Added new company setting to enable revenue calculation per billing line for recurring charges, moving away from TCV-based allocation.

Enhanced Recurring Revenue Schedule Layout - Updated interface to display revenue allocation for each individual recurring billing line when the new setting is enabled.

Billing Line Revenue Mapping - Establishes a relation between Billing Schedule Lines (BSL) and Revenue Schedule Lines (RSL), tracking amount attributed by a BSL in period revenue.

Billing Details on Revenue Schedule - Added billing details at the revenue schedule level, showing revenue allocated per billing line and per period for comprehensive visibility.

Auto-Adjusting Revenue Calculations - Revenue schedule automatically recalculates when recurring billing lines are manually updated.

Multi-Period Revenue Allocation - Added ability to allocate recurring billing revenue across multiple revenue periods for flexible revenue recognition.

Revenue Period Flexibility - Currently available for revenue start and end dates matching billing start and end dates.

Edit Tracking and Audit Logs - All billing and revenue line modifications are captured with source tracking (UI, Import, API) and maintained in comprehensive audit logs.

Note: This setting cannot be changed once enabled. Feature requires Finance module to be activated.

Platform

Update Webhook Status

Ordway allows for Deactivating Webhooks. This action disables the webhook messages from being sent. Read more. 

Clone a Record

Ordway Platform supports the ability to Clone a record. Read more.

Commerce

Payment Elements on Checkout Portal

Improved user experience support is extended to our Checkout feature; Embedded and Express. End users can now add payment methods and make payments using Stripe’s Payment element support on our checkout pages. 

Subscription Management on Checkout Portal

Key features: 

1. Ability to Change plans for a subscription.
2. Delete the plans for a subscription
3. Ability to upgrade/downgrade plans
4. Cancel a subscription
5. Ability to configure the above actions and field management using the portal setup page.

Allow the latest added payment method default setting

Addition of a toggle under General Settings > Payment Settings. Customers can now choose to make the payment added by their end users to become default by enabling this toggle Set latest Payment method as default.

Braintree Gateway Integration - CC and ACH

Read more about Braintree Gateway as Ordway's newest Payment Gateway.

Integrations

Salesforce Package Update

Please update your package to the latest version: 4.4.1

All sandboxes have already been updated with the latest package.

Includes fixes for:

• On Demand Bulk Sync failing for invoices with >1000 invoice lines.
• Account having a lookup custom field failing to sync to Ordway and value getting lost.

Bi-Directional Payment Sync with QuickBooks Online

We're excited to announce Bi-Directional Payment Sync between Ordway and QuickBooks Online, enabling seamless payment synchronization in both directions.

Key Features

Enhanced Payment Sync Options

• Pull payments from QuickBooks Online into Ordway
• Push payments from Ordway to QuickBooks Online (existing functionality)
• New Source field tracks payment origin (Ordway vs QuickBooks)

Smart Payment Handling

• Multi-invoice payments - Single payments applied across multiple invoices
• Partial payments - Handle payments less than full invoice amounts
• Unapplied payments - Automatic handling when invoices don't exist in Ordway
• Payment method controls - Edits allowed only for eligible payment types (Check, Cash) while gateway payments (Credit Card, ACH) remain protected

Comprehensive Audit & Error Management

• Full audit trails for all sync activities
• Detailed error logging with specific failure reasons
• Conflict resolution based on last-updated timestamps
• Delta sync - Only changed fields are synchronized

Configuration Updates

New Settings Available:

• Toggle for QuickBooks to Ordway Sync.
• Default payment method selection for external payments.
• Renamed existing toggle to Ordway to QuickBooks Sync.

Important Notes

• Customer and invoice mapping must exist before payment sync applies.
• Closed period transactions are not supported.
• Each customer is limited to a single currency (aligned with QBO constraints).

This enhancement ensures your payment records stay accurately aligned across both systems while maintaining data integrity and providing complete traceability.

API Updates

Billing Schedule API Response

• Header renamed: included_units is now remaining_included_units
• This change provides clearer naming to better reflect the actual data being returned

Action Required

If you're using the Billing Schedule API, please update your integration to reference the new header name remaining_included_units instead of included_units.

Help Center Documentation 

New

• Braintree Integration
• Subscription Management on Self-Service Checkout Portal
• Revenue Schedule Reconfiguration: Recurring Billing
• Clone a Record
• Update Webhook Status

Updated

• MRR Movements By Customer - updated with the latest changes.
• Charge Basics - updated with Completion Date. 
• Sales Tax - updated with the latest changes.