• More accurate and reliable Last Refresh Time on reports.
• Faster report loads due to efficient cache checks.
• Reduces manual report downloads and processing

• Provides greater flexibility in analytics and insights
• Eliminates the need for external reporting tools or manual exports
• Improves visibility into customer-specific workflows
• Supports better, data-driven decision-making

• Improves transparency into report data freshness
• Helps users trust and validate report accuracy
• Reduces confusion and follow-up questions about data timing

Finance

• Enables more accurate and granular usage-based billing
• Improves pricing transparency and auditability
• Provides clearer reporting on event-level charges

• Business benefits include improved financial transparency, more accurate impact analysis before applying changes, reduced billing errors and disputes, and faster decision-making with minimal integration effort.

Bi-Directional Payment Sync with NetSuite

• Keeps payment data in sync across systems
• Reduces manual reconciliation effort
• Prevents duplicate or conflicting payment records

• Improves readability and usability of import/export files
• Reduces manual data preparation and import errors
• Provides better control when handling incomplete event data
• Simplifies event data management for operations and analytics teams

Platform

• Improves usability and security by clearly organizing settings and enforcing role-based access.

• Enables efficient and error-free bulk actions by preserving selections across paginated pages.

• Provides stronger compliance oversight, faster issue resolution, and increased confidence through complete and searchable audit trails.

• Automates repetitive processes
• Improves operational efficiency
• Ensures consistent execution of business rules
• Reduces manual effort and errors

• Improves customer data protection and isolation, increases reliability and accuracy of API responses, and reduces risk of data exposure in multi-customer environments

Commerce

• Reduces manual effort and human errors during contract renewals
• Speeds up renewal processing and subscription creation
• Improves accuracy and consistency of contract data
• Enhances operational efficiency for sales and operations teams

• Improves customer experience by showing only the fields that Ordway customers choose to expose to users accessing the Customer Portal.
• Provides greater flexibility in presenting billing and usage data
• Reduces customer confusion and support inquiries
• Allows businesses to align portal visibility with internal policies

• Improves visibility into HubSpot–Ordway integration activity
• Reduces dependency on support teams for integration debugging
• Enhances confidence in data synchronization and system behavior

The NetSuite payment integration has been enhanced to support bi-directional payment synchronization between Ordway and NetSuite. Payments created or updated in NetSuite are automatically pulled into Ordway through a scheduled background sync, while payments created in Ordway continue to sync to NetSuite. The integration supports incremental syncing and automatic conflict resolution based on the most recent update.

Read More Bi-Directional Payment Sync - Ordway & NetSuite 

Enhanced audit logging is introduced to improve traceability, accountability, compliance visibility, and debugging across the Ordway platform. The framework captures field-level changes, enabling independent search and reporting of audit events across key configuration modules.
Modules Covered

• Manage Template
• Schedules
• Document Numbering
• Webhooks
• General Settings
• Billing Settings
• Payment Settings
• Custom Fields
• Organization Structure
• Portal Setup
• Integration
• Security

Customer API Data Protection Enhancements

AI-based Contract Capture has been extended to support Contract Renewals. Using Artificial Intelligence technologies such as Natural Language Processing (NLP) and Machine Learning (ML), the system automatically identifies, extracts, and organizes key information from renewal contracts and converts them into Ordway draft subscriptions. This eliminates the need for manual data entry during renewals and accelerates the contract lifecycle. 

Please contact Ordway Support to enable this feature for your company.
Read More: AI-Based Contract Capture (New & Renewal)