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

• Analytics Platform
  • AR Dashboard
  • ARR Summary Dashboard
• Platform
  • Clone
• Commerce
  • Subscription Management on Customer Portal
• Integrations
  • UI/UX Enhancements for Integration Sync Experience
• API Updates
  • Show Estimated Taxes
  • API Idempotency
• Help Center Documentation
  • New
  • Updated

Analytics Platform

AR Dashboard

We’re excited to introduce the Accounts Receivable Dashboard, a powerful new tool for finance teams to monitor billing health, optimize collections, and manage cash flow more effectively.

Key Features

• Billing Activity Tiles: View KPIs like Total Invoices, Payments Received, Outstanding AR, and more with period-over-period comparisons.
• AR Aging Analysis: Visualize receivables segmented by aging buckets (Current, 1–30, 31–60, 61–90, 91+ days).
• Top 5 Customer Invoice Summary: Analyze billing trends for top customers, including prior and upcoming period comparisons.
• DSO Tracking: Monitor Days Sales Outstanding with month-over-month trends.
• Customer-wise Aging Table: View AR aging breakdown per customer.
• Collections vs. Invoices: Compare billed vs. collected amounts over time.
• Global Date Filters: Apply and compare across custom or preset ranges.
• Drill-down Capabilities: Navigate from high-level metrics to detailed transactions and invoices.

ARR Summary Dashboard

We’ve launched the ARR Summary Dashboard - a unified view for tracking subscription revenue performance and retention trends.

Key Features

• ARR Summary Cards: View Total ARR, Net & Gross Retention, Bookings, Churn, Renewals — with % change vs prior period.
• ARR Movements Chart: Visualize New, Expansion, Contraction, and Churned ARR over time.
  Top Customers by ARR: Identify top 5 customers by ARR at period end.
• Retention Trends: Track Gross and Net Retention Rate with month-over-month insights.
• Global Date Filters: Apply custom or preset ranges across all visuals.
• Drill-downs: Click on metrics to explore detailed transaction-level data.

Platform

Clone

Clone capability is now available for Subscriptions.

Commerce

Subscription Management on Customer Portal 

We have introduced a toggle for Subscriptions on the Portal settings. Enabling this toggle will introduce a new tab for subscriptions on the Customer Portal with the ability to configure the fields to be displayed on the portal from within the Ordway application.

Active Subscriptions can be Changed/Modified, Cancelled and Reactivated within the context of the Customer Portal.
 

Skip inactive Charges from Plan addition to Quotes

Prevent inactive Plan charges being added to Quotes by enabling this toggle via Setup > General Settings> Quotes Settings.

Integrations

UI/UX Enhancements for Integration Sync Experience

We've released a series of UI/UX improvements across the Integration Failures dashboard and related object pages to simplify error resolution, improve clarity, and enhance user experience.

Key Enhancements

• Dashboard Renamed to Integration Failures
• Notification Counter Fix
• Chip Colors for "Manually Resolved"
• Sync Now on Object Pages
• Standardized Terminologies for Queued, Failed and Resolved across the platform
• Fix Error (Edit Option)
• Consistent Table Layout
• Tooltips and Help Text on integration settings page for all objects

API Updates

Show Estimated Taxes

APIs (POST, PUT, GET) calls for Orders now shows Estimated Taxes.

Request:

{
    "invoice_id": "INV-00003",
    "order_date": "2025-07-02",
    "customer_id": "C-00001",
    "customer_name": "Golden Pyramid Alliance",
    "status": "Fulfilled",
    "order_amount": "40.00",
    "separate_invoice": false,
    "bill_contact_id": "CT-00001",
    "shipping_contact_id": "CT-00001",
    "payment_terms": "Due on Receipt",
    "payment_term": "Due on Receipt",
    "currency": "USD",
    "notes": "",
    "coupon_code": "",
    "line_items": [
        {
            "line_no": "1",
            "product_id": "P-00003",
            "product_name": "Vetiver",
            "description": "",
            "unit_price": "40.00",
            "quantity": 1.0,
            "discount": 0.0,
            "effective_price": "40.00",
            "custom_fields": {}
        }
    ],
    "created_date": "2025-07-02T06:03:30.503Z",
    "updated_date": "2025-07-02T06:18:59.679Z",
    "created_by": "john.doe@ordwaylabs.com",
    "updated_by": "john.doe@ordwaylabs.com",
    "custom_fields": {}
}

Response:
 

{
    "id": "ORD-00006",
    "invoice_id": "",
    "order_date": "2025-07-02",
    "customer_id": "C-00001",
    "customer_name": "Golden Pyramid Alliance",
    "status": "Fulfilled",
    "order_amount": "40.00",
    "separate_invoice": false,
    "bill_contact_id": "CT-00001",
    "shipping_contact_id": "CT-00001",
    "payment_terms": "Due on Receipt",
    "payment_term": "Due on Receipt",
    "currency": "USD",
    "estimated_tax": "4.00",
    "notes": "",
    "coupon_code": "",
    "line_items": [
        {
            "line_no": "1",
            "product_id": "P-00003",
            "product_name": "Vetiver",
            "description": "",
            "unit_price": "40.00",
            "quantity": 1.0,
            "discount": 0.0,
            "effective_price": "40.00",
            "custom_fields": {}
        }
    ],
    "created_date": "2025-07-08T16:31:46.862Z",
    "updated_date": "2025-07-08T16:31:46.862Z",
    "created_by": "john.doe@ordwaylabs.com",
    "updated_by": "john.doe@ordwaylabs.com",
    "custom_fields": {}
}

API Idempotency

Ordway API now supports Idempotency enforcement. This feature allows for consistent responses for repeated API requests. Further documentation on this feature can be found in the API documentation here.

Help Center Documentation 

New

• API Idempotency

Updated

• Ordway Single Sign On (SSO) - Added steps for SSO with Microsoft Entra.
• Formula-based Custom Fields - Clarification added on limiting the number formula and inherited fields.
• Update Salesforce Package - Updated with the latest package 4.4.2 link.