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2022.01.15 Release - Schedule / Release Notes

Danielle
  • Updated

The January Ordway Platform Release is now available in Sandbox. As a reminder, new releases first deploy to Sandbox instances.

This release will move to the Production environment on January 15th. 

Updated_January_Release_Schedule.png

The January Release includes the following feature enhancements: 

 

Security

Introducing User Session Timeout

  • Shared via our Notification Center within Ordway on 01/05/22: We are releasing a new security feature on January 12th, 2022 whereby users will be logged out of Ordway after a specified period of inactivity (default: 90 minutes). 

    In an effort to balance security with user experience, we allow company administrators to configure the timeout period to match your specific security and compliance needs.

  • Read more about User Session Timeout. 

User_Session_Timeout_Update.png

Overall Performance & Speed Enhancements

  • In an effort to improve the speed and performance of Ordway pages, we have set a max limit of 2500 records to be loaded on all pages such as Customers, Subscription Contracts, Invoices, etc.
    Example: If you have 3000 invoices, you can parse through 100 pages (2500 records). You can of course still sort, search, and filter to find the records you are looking for.

List_Page_Max.png

  • We’ve also made several enhancements to optimize the API calls for Customers and Products. The GET calls for both have improved by ~20% & ~40% respectively.

Workflow​​ Automation Enhancements

  • We now support managing prepayment lines, refunds, expirations, and adding bonus units via Workflow. 
  • We now support regenerating invoices via Workflow.
  • It is now possible to filter Workflow Logs on the record that triggered the Workflow. 
  • Example: If your Workflow is triggered when a customer is created, filter your Workflow Logs on a specific customer ID and trace the steps the Workflow took for that run. On any Record Triggered Workflow, open the Menu > Logs > Filter > Select Object Trigger ID.
  • Read more about filtering Workflow Logs. 

Workflow_Log_Filter_-_Triggering_Object_ID__1_.png

  • In an effort to improve performance of Workflow Logs, we have shortened how long we retain Workflow Logs from 1 month to 7 days.

Webhook Log Enhancements

Several enhancements have been made to streamline the review and filter of Webhook Logs including:

  • We now display the status of Webhook Logs as Pending, Completed, or Failed instead of codes including 200, 400, 404. You can still view the success or error code in the details of the Webhook Log.
  • View how many times a webhook attempted to run and subsequently failed by viewing a new field called Fail Count in the webhooks table.
  • Filters on Webhooks have been enhanced to allow users to search and view data as you see fit. 
    • Read more about enhanced filtering options here.
  • Read more about Webhook Logs. 

Webhook_Logs.png

 

In an effort to provide the most relevant information and improve performance of our Webhook Logs, we have removed the following:

  • Removed hyperlinks to records (i.e. C-00001, INV-00001, etc)
  • Removed Application from webhook details
  • Removed IP Address from webhook details 

Search Enhancement

Users can now search the middle of a word or text area throughout the Ordway Platform. For example, perhaps you only remember that the Customer’s ID contains “012” You can now search for “012” and see all the records that have these three characters somewhere in the Customer ID, Name, or Description. 

Note: You may experience slowness on January 15th, 2022 as we perform maintenance on the system to make this feature available.

Search_Enhancement.gif

Custom Formula Field Enhancements

Added to Filters & Audit Logs

  • Users can now filter on Custom Formula Fields. All created Custom Formula Fields are available to select in the drop-down. Users can also track changes to the value of custom formulas in Audit Logs. 
  • Read more about enhanced filtering options here.

Finance

Advanced Usage Features

  • Usage billing and revenue have been enhanced to include per record usage rating, pre-rated usage records, and the ability to separate billing and usage periods.

Per Record Transaction Rating

  • Ability to rate usage records individually. Per unit and tiered pricing models can be applied to each record where a maximum fee is assigned to each pricing tier.
  • Subscription Import & Export Templates will include the option when setting has been enabled.
  • This feature is currently only available in Beta, so please contact our customer support team if you would like this feature enabled.

Per_Record_Transaction.png

Pre-rated Usage Records

  • Add usage records with a quantity and predefined amount. If multiple usage records are applied to the same billing period, they will be summed and the total amount will be billed and recognized.
  • Subscription Import & Export Templates will include the option when setting has been enabled.
  • This feature is currently only available in Beta, so please contact our customer support team if you would like this feature enabled.

Pre-rated_Usage_Record.png

Separate Billing & Usage Periods

  •  
  • Subscription Import & Export Templates will include the option when setting has been enabled.
  • This feature is currently only available in Beta, so please contact our customer support team if you would like this feature enabled.

Separate_Billing___Usage_Period.png

New Billing Run Processing Option

  • A new processing option is now available for adding and scheduling Billing Runs where invoices will not be emailed to your customers when the total invoice amount generated from a Billing Run is equal to zero. By default, this setting is disabled for existing Billing Run Schedules and will need to be edited and saved to include the setting.

Invoice_equal_to_zero.png

Bulk Usage API Requests

  • Refactored CRUD operations and added a new API endpoint to handle ~250 records in a single request.

 

Integrations

Sage Intacct

Intacct_Main_Screen.png

Reports

Revenue Report

Resolved an issue where cancelled Orders were being included in the Revenue Report. Orders with a Cancelled status will no longer be included in this report.

Report Corrections & Remediations

  • Revenue Report: 
    • Fixed an issue where filtering on certain Product and Plan fields resulted in an error.
    • Resolved an issue where filters could not be removed once added for certain custom fields with type Boolean.
  • MRR/ARR Report: 
    • Resolved an issue where the drilldown detail for New Customers in Customer Counts incorrectly included renewed Customers.
  • Deferred Revenue Waterfall:
    • Resolved an issue where duplicate Revenue Schedule Lines appeared in the report for Orders that had multiple lines with different products.
    • Fixed an issue where duplicate entries appeared when a Subscription Charge and Product had different Accounting Information.
    • Resolved an issue where drilldown amounts did not match due to some journal entries appearing as blank.
  • Sales Tax Report:
    • Fixed an issue where failed refunds were incorrectly included in the report.
  • Schedules:
    • Resolved an issue where report schedules were not delivered correctly after the schedule was edited.
    • Fixed an issue where report schedules had the incorrect time zone after the schedule was edited.

New API URL

Our original APIs found at https://ordwaylabs.api-docs.io have been decommissioned as we have upgraded our API documentation platform.

Effective immediately, access the latest version of our API documentation here: https://ordwaylabs.stoplight.io/. A login is no longer required to access our API Documentation. 

The current site is still viewable until January 31, 2022. Please remove this link from your saved bookmarks. 

API Updates

All changes and additions to Ordway APIs will be provided in monthly release notes. View detailed information on these API changes here or select the link below to view the APIs that interest you the most.

Changes:

New APIs:

Help Center Documentation

Check out these new & updated articles!

New:

Updated: 

Should you require additional assistance, reach out to us via Service Desk. 

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