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2025.09.13 Ordway Platform Release Notes

Danielle
  • Updated

The September Ordway Production Release is now available and includes the following:

Finance

XERO API Refactor

We’ve enhanced our Xero integration by adding support for Bulk API calls, significantly improving sync performance and reducing failures caused by Xero’s API rate limits.

We’ve added Bulk API support for Xero, enabling Ordway to sync thousands of events per day without hitting Xero’s API limits. This means faster, more reliable month-end processing with minimal risk of sync delays.

What’s New

  • Bulk API Toggle: A new Enable Bulk API Calls option is available in the Xero settings page.
    • When enabled, Ordway will group events and send them to Xero in batches.
    • When disabled, events will continue to sync individually (previous behavior).


 

  • Batch Processing:
    • Events are batched using two parameters:
      • max_batch_size (default: 50)
      • max_sync_interval (default: 15 minutes)
    • Both parameters can be customized on request.
       
  • Fallback for Unsupported APIs:
    • Some Xero APIs do not support bulk operations (e.g., Chart of Accounts), for these, records are synced individually.

Benefits

  • Fewer Rate Limit Issues: Previously, hitting Xero’s daily rate limit meant syncs could stall until the next day. With batching, this risk is drastically reduced.
  • Higher Throughput:
    • Before: ~1,500 events/day.
    • After: >50,000 events/day in optimal scenarios.

Considerations

  • Slight Sync Delay: Bulk processing introduces a controlled delay (based on batch interval) before events are sent to Xero.

Tax Rules API 

What’s New 

Complete Tax Rules Management

  • Full CRUD operations for tax rules
  • Support for state, city, county, ZIP code, and country-level tax configurations
    ALLOWED_TAX_PARAMS = [:label, :enabled, :tax_percent, :city, :county, :state, :country, :zip, :tax_id, :product_tax_group_id, custom_fields: {}]
  • Product tax group integration for flexible tax categorization

Individual Operations

  • GET /api/v1/taxes - Retrieve all tax rules
  • GET /api/v1/taxes/{tax_id} - Get specific tax rule details
  • POST /api/v1/taxes - Create new tax rules
  • PUT /api/v1/taxes/{tax_id} - Update existing tax rules
  • DELETE /api/v1/taxes/{tax_id} - Remove tax rules

Bulk Operations

  • POST /api/v1/taxes/bulk - Efficient batch processing for create, update, and delete operations
  • Supports multiple tax rules in a single API call
  • Reduced API overhead for large-scale tax rule management

Key Capabilities

  • Configurable tax percentages with decimal precision
  • Enable/disable toggle for tax rule activation
  • Custom fields support for extended metadata
  • Product tax group association for selective application

Note: Please refer to our API documentation for more information.

Commerce

Payment Gateways

Introducing Adyen Payments Integrations. Phase 1: Adding Credit Card Payment Method. 

Display of Statements on Customer Portal 

  • Enable this feature via the toggle on the Customer Portal Configuration page (Setup / Portal Setup).

ACH Payment Method Support

PayArc and Heartland Gateways are now available for processing ACH transactions on checkout.

Integrations

Salesforce

Scheduled Sync correction - Previously records created for Scheduled Sync jobs could not be deleted and with this release, we have resolved the issue.


 Enhancement to Salesforce Opportunity Plan Picker to Support over 200 Charges for a Plan.

Package Upgrade to 4.4.5

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tGC000007TPfz


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