Heads up on the awesome 02/09 Ordway platform release: 

• Payments
• New Payment Method for Stripe - Canadian Pre-Authorized Debits
• Failed Payment Retry Enhancements

• Customer Portal
• Payment Method Management (CardConnect)
• Usage Export Capabilities
• Workflow Automation 
• Automate Customer Portal Actions
• ‘Run’ auto-launched flows
• Restructured Workflow Logs
• Contact Address Form Update
• Reporting
• Deferred Revenue Waterfall Report additions
• Deferred Revenue Waterfall now includes Orders/Contract transactions
• Report Corrections & Remediations
• Integrations
• New Updated Salesforce Package Release
• API URL Reminder!
• Help Center Documentation

Feature Enhancements

Payments

Canadian Pre-Authorized Debits – Stripe Only

• Canadian Pre-Authorized Debits is now supported for Stripe gateway accounts.
• What are Canadian Pre-Authorized Debits (PADs)?
• PADs are a way to pay bills and make payments automatically. Instead of waiting for customers to send a payment, a company or financial institution is given permission to debit a customer's bank account when the payment is due.
• Stripe users in Canada and the United States can accept PADs from customers with a Canadian bank account using the Automated Clearing Settlement System (ACSS) provided by Payments Canada.
• Before debiting a customer’s bank account, businesses must first collect a mandate from the customer defining a specific payment schedule or terms. The mandate includes the customer’s institution number, transit number, account number, name and email.
• When the Canadian Pre-Authorized Debits option is enabled in Stripe settings in Ordway, end customers can choose this payment method when paying invoices.

• Once the option is enabled in Stripe Settings, Ordway Admin users may set an interval for recurring monthly processing of Canadian PAD transactions.
• End customers have the option to select whether the account is a Canadian Bank Account in the Add Bank Account section of the Add Payment modal. Note: Only customers whose currency is set to CAD may add a Canadian Bank Account.
• Bank account details are saved by default and end customers may choose to set the account as their default payment method.
• Processing of PAD transactions begins 3 days after a Payment Run is initiated.

Failed Payment Retry Enhancements

• When a failed payment is retried, a new payment record is created and linked to previous payment attempts. 
• Re-tried Attempts field has been removed.
• Updated setting labels for clarity.

• When Custom Payment Run is selected for the Payment Retry Schedule, payment run processing options are shown for greater customization.

Customer Portal

Payment Method Management

• Portal users can manage their saved payment methods by adding, deleting, and changing payment defaults under My account in the Customer Portal. 

Note: This feature is now available for payments processed through CardConnect.

Usage Export Capabilities

• Portal users can export all recent usage data (up to 2,500 records) into an Excel file.

Workflow Automation

Automate Customer Portal Actions

• We now support inviting contacts and disabling access to the Customer Portal via Workflow Automation. Learn more about our customer portal here.

‘Run’ Auto-Launched Flows

• It is now possible to run auto-launched flows on an ad-hoc basis. This is ideal for testing a new workflow or to run a workflow off-schedule. 

Note: Workflows must be enabled in order to run on an ad-hoc basis.

• Navigate to Menu > Platform > Workflow Automation, and click Run from the gear icon next to the desired workflow. 

• You can also access this option from Menu > Platform > Workflow Automation, open a workflow and click the Run button.

Restructured Workflow Logs

• In our February release, we have reorganized our Workflow Logs to make it easier to debug workflows and follow the individual steps executed. A workflow event is logged each time a workflow is executed, along with a log for each individual step within the workflow. Instead of displaying all logs in a sequential list, we now group logs by the initial run event.
• For example, let’s say your workflow is configured to find Subscriptions that match a specific criteria and update the latest billing schedule. If you open the logs for that workflow, you will see a list of every time the workflow ran. You can then dive deeper by clicking the gear icon and selecting View Child Records to see every update event logged.

Note: Access Workflow Logs by navigating to Menu > Platform > Workflow Automation, then click Logs from the gear icon next to any workflow.

Contact Address Form Update

• When adding or editing a contact, the Country field is now the first field in the address section. This ensures that the State field is prepopulated with the appropriate data and data type.

Reporting

Deferred Revenue Waterfall toggle to include only invoiced amounts

• We’ve added a toggle to the Deferred Revenue Waterfall labeled Only Include Invoiced Billing & Revenue Schedules. When this toggle is enabled, the report shows only invoiced Billing Schedule amounts and their associated Revenue Schedules. 
• This toggle is enabled by default and only applies for Products which impact a Deferred Revenue account on Invoice Posting.

Deferred Revenue Waterfall now includes Orders/Contract transactions

• This report has been updated to include Orders/Contract transactions that occur beyond the As Of date in the report. These amounts will appear during the month the contract begins or changes, as well as in the Sum of Future Schedules.

Report Corrections & Remediations

• Updated the Deferred Revenue Waterfall so that grouping by Contract/Order Number works correctly for Journal Entries with a Subscription Source Type.
• The Include Draft Invoices toggle has been removed from the Aging Report since it currently does not work properly.
• Updated the Contract Balance Report so it now includes all versions of a contract, as previously some versions were being excluded.
• Fixed issues where dynamic report filters would sometimes not work properly for custom boolean and text fields.

Integrations

• Salesforce

• A new package update will be released in early February.
• Updates include a number of UX enhancements to the Plan Picker, expired Ordway Contract renewal flows, and change/renewal opportunity creation from standalone Ordway Contracts as well as new custom object fields.
• More details will be provided in a separate email in February.

API URL Reminder!

On January 14th we communicated with our clients that our API URL has changed. Please bookmark & use this link: https://ordwaylabs.stoplight.io/

Help Center Documentation

Check out these new & updated articles since 01/22/22!

New:

• [Internal] Gather Starting Deferred Revenue Balances
• API Logs
• [Internal] Product Teams & Modules
• Webhook Logs
• Ordway IP Addresses
• Troubleshoot Import Files
• Workflow Logs (article will be updated with content provided above to align with Sandbox release). 
• Add Additional Account in QBO

Updated: 

• Audit Logs- rewritten. 
• Manage Currencies - added a note regarding contacting Ordway Support for a base currency change.