May 2026 Ordway Platform Release Notes

Release Summary

The May 2026 release focuses on improving reporting performance, revenue accuracy, payment workflows, integration reliability, and operational efficiency across core billing and financial processes.

Key updates include enhanced FMV allocation support, improved ACH payment workflows and payout visibility, bulk re-sync capabilities for finance integrations, expanded API support, and improved billing, analytics, CRM, and customer portal experiences.

Key Highlights

Analytics

Enhanced analytics accessibility, reporting performance, and export efficiency across reporting workflows.

Billing Schedules: Added Included Unit Fields to Analytics ENHANCEMENT

New Features

• Added support for Remaining Included Units and Total Included Units in the Billing Schedule Analytics object.
• Exposed included-unit attributes derived from the underlying billing schedule payload.

Enhancements

• Enabled newly added and previously missing fields for use across reports, dashboards, exports, filtering, and aggregations.
• Improved alignment between Analytics, UI fields, and backend data structures.

Bug Fixes

• Fixed issue where certain fields (including newly introduced and existing fields) were not available in Analytics despite being present in the system. 

Customer Impact
Improves report completeness and usability by ensuring all relevant fields visible in the application are also available in Analytics.

Canned Reports: Optimized Row Totals Using Precomputed Values ENHANCEMENT

Enhancements

• Updated all canned reports with row totals enabled to use precomputed row totals.
• Ensured consistent and accurate row-level totals across all report outputs.
• Standardized calculation logic to align with backend data processing.

Performance Improvements

• Reduced report load time by eliminating runtime row total calculations.
• Lowered system computation overhead for large and complex reports.
• Improved export efficiency for reports containing row totals. 

Customer Impact

• Faster report generation with more consistent row totals.
• Users can export reports with row totals enabled without row count limitations.
• Improved reliability and consistency across report views and exports.

Optimized List Page and Folder Structure Load Performance ENHANCEMENT

Enhancements

• Optimized loading of the Reports list page to reduce initial load time.
• Improved folder structure rendering with efficient retrieval of report counts.
• Enabled dynamic count calculation for folders to reflect accurate report distribution.

Performance Improvements

• Reduced backend query complexity for fetching reports and folder metadata.
• Improved response time for environments with high report volume.

Customer Impact
Users experience faster navigation and improved visibility of reports within folders, enabling quicker access and better organization.

Reports: Updated Async Export Implementation ENHANCEMENT

Enhancements

• Switched async export to use Looker async query tasks API.
• Removed dependency on legacy export scheduling workflows.

Customer Impact
Improves export processing by using the updated async query execution method.

Analytics Reports: Disabled “Include Report Parameters” by Default in Downloads ENHANCEMENT

Enhancements

• Updated the report download modal to keep Include Report Parameters unchecked by default.
• Reduced unnecessary processing during report export generation.

Functional Updates

• Users can still enable Include Report Parameters manually when required.
• Improved export responsiveness for large and parameterized reports.

Customer Impact

Reduces report generation time and improves export performance for report downloads.

Analytics Reports: Improved Initial Page Load Performance for Report List Page ENHANCEMENT

Enhancements

• Optimized loading behavior for the Reports list page.
• Improved retrieval of report metadata and folder information.
• Reduced backend processing during initial page rendering.

Performance Improvements

• Reduced initial page load time for environments with large report volumes.
• Improved responsiveness and navigation experience within the Reports module.

Customer Impact

Users experience faster access to reports and improved overall usability of the Reports list page.

Billing

Improved billing accuracy, export reliability, and usage synchronization handling. Helps finance teams ensure accurate billing when usage data changes.

Usage Events: Fixed Billing Schedule Line Not Updating on Event Deletion BUG FIX

Bug Fixes

• Fixed issue where Billing Schedule Lines (BSL) were not updated when usage events were deleted.
• Ensured deletion of usage events correctly updates associated subscription data.

Functional Updates

• Enabled synchronization of Billing Schedule Lines with usage data created via events.
• Ensured removal of event-based usage reflects accurately in billing calculations.

Customer Impact
Users can rely on accurate billing schedule updates when usage events are deleted.

Billing Runs: Fixed Export Missing Sheets and Invoice Line Export Behavior BUG FIX

Bug Fixes

• Fixed issue where billing run export included only the invoice sheet.
• Ensured export now includes all expected sheets: invoice, line_items, applied_tiers, billing_contact, and shipping_contact.
• Fixed issue where invoice lines were exported irrespective of checkbox selection.

Customer Impact
Users can now export complete billing run data with correct invoice line selection behavior.

Revenue Recognition

Enhanced FMV handling and revenue allocation accuracy for usage-based scenarios. Added support for minimum commitment, prepayments, and improved cross-period revenue recognition.

Useful for managing complex usage-based contracts with commitments and prepayments.

FMV: Added Support for Minimum Commitment with and without FMV Allocation ENHANCEMENT

Enhancements

• Enabled minimum commitment to work with or without FMV allocation.
• Included commitment amount in FMV allocation when FMV is enabled.

Functional Updates

• Added support to capture committed amount or committed quantity.
• For unit-based commitments, calculate the amount using Units × Price and apply it to FMV computation.
• For amount-based commitments, computed FMV using total amount and derived unit price accordingly.

Customer Impact
Ensures consistent handling of minimum commitment and accurate FMV calculation across billing scenarios.

Action Required

To enable this feature, please contact the Ordway Support team.

For more information, refer to Fair Market Value (FMV) and Minimum Commitment Support for Usage-Based Charges – Ordway Support Portal

FMV: Added Prepayment Handling for Usage Charges in FMV Allocation ENHANCEMENT

Enhancements

• Included prepayment amount in FMV allocation for usage charges.
• Treated prepayment as known TCV for FMV computation.

Functional Updates

• Excluded overage amounts from FMV allocation.
• Ensured prepayment is considered along with other charges during FMV calculation.

Customer Impact
Improves accuracy of FMV allocation for usage-based charges with prepayment scenarios.

For more information, refer to Fair Market Value (FMV) and Minimum Commitment Support for Usage-Based Charges – Ordway Support Portal

FMV: UI/UX Enhancements ENHANCEMENT

Enhancements

• Improved user interface for FMV-related configurations.
• Enhanced user experience across FMV workflows.

Customer Impact
Provides a more streamlined and user-friendly experience when working with FMV.

For more information, refer to Fair Market Value (FMV) and Minimum Commitment Support for Usage-Based Charges – Ordway Support Portal

Revenue Recognition: Added Support for Cross-Period Usage via Events and Meters ENHANCEMENT

Enhancements

• Enabled updates to Revenue Schedule Lines (RSL) for cross-period subscriptions driven by events and meters.
• Aligned behavior with existing handling for standard usage-based subscriptions.

Functional Updates

• Ensured revenue schedule lines are correctly updated across accounting periods when usage spans multiple periods.
• Standardized revenue recognition behavior across all usage-based subscription types.

Customer Impact
Improves accuracy and consistency of revenue recognition for usage-based subscriptions across periods.

Finance Integrations

Improves integration reliability and operational efficiency with enhanced synchronization handling and bulk re-sync capabilities.

Integration Dashboard: Bulk Re-Sync for Selected Records ENHANCEMENT

What’s Changed

• Introduced Resync Now action for selected records directly from the dashboard.
• Enabled bulk re-sync capability for multiple selected records within the same object (Invoices, Credits, Journal Entries, etc.).
• Added progress modal to track re-sync status in real time.

Functional Updates

• Users can select multiple failed records and trigger re-sync in a single action.
• Eliminates dependency on background/delayed retry jobs for quicker resolution.
• Supports re-sync across different integration objects via the same interface (selection is per object)

Customer Impact
Improves operational efficiency by allowing faster resolution of sync failures and reducing manual effort.

For more information, refer to Integration Dashboard – Ordway Support Portal

Finance Integrations (NetSuite): Enhanced Reversal Handling ENHANCEMENT

Enhancements

• Standardized reversal handling across invoices, credits, and payments in NetSuite.
• Improved reversal processing based on document type and financial period status (open vs. closed).

Functional Updates

• Enhanced credit memo creation and application for positive invoice reversals.
• Implemented offsetting charge creation for negative invoice and credit reversals to support closed-period scenarios.
• Improved reversal processing for transactions originating in closed financial periods.
• Enhanced payment reversal handling for closed-period transactions in NetSuite.

Intacct Integration: Enhanced Journal Entry Sync ENHANCEMENT

Enhancements

• Updated sync logic to improve Intacct ID and External ID handling during Journal Entry updates.
• Enabled use of edit API instead of deleting and recreating Journal Entries on updates.

Functional Updates

• Implemented logic to fetch JE using Intacct External ID (Ordway JE ID).
• Updated existing JE if found; otherwise, created a new record.

Improvements

• Added logging in integration controller to capture detailed logs for sync failures.

UI: Fixed Alert Icon Not Updating Dynamically BUG FIX

Bug Fixes

• Fixed issue where the alert icon did not dynamically update.
• Resolved caching behavior impacting real-time alert visibility.

Customer Impact
Users can now see accurate and up-to-date alert notifications.

Payments 

Expanded payment capabilities with support for new payment methods and improved payout transparency. Enhanced user experience and accuracy across payment and reconciliation workflows.

Marked Address Fields as Optional for ACH Payment Method ENHANCEMENT

Enhancements

• Added “Optional” label to address section in ACH payment method for both Ordway Payments.
• Standardized address field behavior across payment providers to reflect non-mandatory input requirements.
• Improved form consistency by aligning UI indicators with actual validation rules.

Usability Improvements

• Reduced user confusion during payment method setup by clearly distinguishing required and optional fields.
• Streamlined data entry experience without impacting payment processing requirements.

Customer Impact
Users can confidently complete ACH payment setup without unnecessary data entry, improving onboarding efficiency.

Cash Application: Improved Matching with Fuzzy Logic ENHANCEMENT

Enhancements

• Added fuzzy matching for customer names and invoice IDs.
• Improved matching using Invoice ID, Amount, and Customer data.
• Introduced match classification: Perfect, Partial, and No Match.

Customer Impact
Reduces manual effort and improves auto-match accuracy.

For more details, refer to Cash Application – Ordway Support Portal

Payments: Added ACH Mandate Capture and Email Notification Support ENHANCEMENT

New Features

• Added ACH Debit Authorization mandate support for US-ACH payment methods.
• Introduced configurable mandate enforcement toggle under General Settings > Payments.
• Added mandatory email capture field for ACH mandate communication workflows.
• Added automated customer email notifications after successful mandate capture.

Enhancements

• Added expandable ACH authorization text with View More support in payment method UI.
• Updated authorization terminology to consistently use “Authorize” instead of “Authorise.”
• Updated confirmation checkbox text by removing the word “Direct.”
• Added support to capture mandate acknowledgment details in audit logs.

Customer Impact

Improves ACH payment authorization compliance, customer acknowledgment tracking, and communication transparency during payment method setup.

Availability

Available for Ordway Payments and Adyen US-ACH payment method workflows. API support is planned for a future release.

Ordway Payments: Added Separate Surcharge Column in Payout Reconciliation ENHANCEMENT

Enhancements

• Added a dedicated Surcharge column in the Payout Breakdown and payout transaction views.
• Updated gross payment calculations to exclude surcharge amounts.
• Improved payout reporting clarity for payment and fee reconciliation workflows.

Functional Updates

• Payment amount and surcharge values are now displayed separately.
• Gross amount reflects only the actual payment transaction amount.
• Surcharge values are independently tracked and displayed in payout reconciliation tables.
• Updated payout total calculations to align with separated surcharge reporting.

Customer Impact

Provides more accurate payout visibility and simplifies reconciliation between payment amounts, surcharge fees, and processor fees.

Payments: Added BACS Mandate Email Notifications ENHANCEMENT

New Features

• Added email notifications when a BACS payment method (mandate) is initiated.
• Added confirmation email notifications after successful mandate verification.
• Included secure mandate form download link within notification emails.

Functional Updates

• Users receive a notification when a bank account mandate is created and pending verification.
• Users receive a confirmation email once the mandate verification process is completed successfully.
• Notification emails include masked bank account information for improved security and visibility.

Customer Impact

Improves customer visibility into BACS mandate lifecycle events and provides clear communication during payment method setup and verification.

Customer Portal: Updated Export to Include Only Visible Columns ENHANCEMENT

 Enhancements

• Export now includes only the columns visible on the UI, based on applied filters and selections.
• Limited export to module-level data only.

Functional Updates

• Removed additional associated data tabs (such as invoice_line_items, applied_tiers, billing_contact, and shipping_contact) from exports.
• Applied this behavior specifically to Customer Portal exports.

Customer Impact
Users receive cleaner exports aligned with their selected view, without additional unrelated data.

CRM Integration

Enhanced HubSpot integration with improved navigation, data consistency, and field mapping. Added support for additional fields and streamlined synchronization between systems.

Improves sales and finance alignment with more accurate synced data.

HubSpot Integration: Usability and Data Consistency Improvements ENHANCEMENT

Enhancements

• Enabled clickable Customer ID in Record View Customization to navigate directly to the corresponding customer in Ordway.
• Added currency formatting for Amount in Manage Line Items for improved readability.
• Auto-populated Contract Term on the Quote form based on Deal creation data.
• Introduced a loader in the Quote Line-Item form to indicate data fetch in progress.

Customer Impact
Users benefit from improved navigation, consistent data representation, and a more seamless quote and subscription workflow between Ordway and HubSpot.

HubSpot Integration: Added Bill To Parent Fields ENHANCEMENT

New Features

• Added the following Ordway fields to HubSpot:
  • Customer: Bill To Parent
  • Subscription: Bill To Parent, Bill To Parent Customer ID

Implementation Notes

• For existing connections, fields will be added during migration/update activities.
• For new connections, fields will be included as part of the installation flow on the Ordway side.

Customer Impact
Enables better hierarchy mapping between parent-child customer relationships in HubSpot and Ordway, improving data consistency.

Action Required

• Existing customers: OPS script execution required.
• New customers: No action required.

Platform

Subscriptions: Transfer with Related Transactions NEW FEATURE

Feature Overview

• Transfers can be initiated from the Subscription Index or Subscription Detail page.
• Users can select a target customer and effective date.
• A Preview option provides visibility into all related transactions before confirmation.

Included Transactions

• Invoices, Payments, Refunds, Credits, Debit Memos
• Usage, Subscription Charges
• Billing Schedules and Revenue Schedules
• Related Journal Entries

Validation

• Source and target customers must have the same currency.

Benefits

• Ensures data consistency during subscription transfers
• Eliminates manual effort in migrating financial records
• Improves operational efficiency for account restructuring
• Provides transparency through preview before execution

For more information, refer to Customer Merge & Subscription Transfer – Ordway Support Portal

Workflow Filters: Added Aggregation-Based Filtering Support NEW FEATURE

New Features

• Added support for aggregation functions including SUM, MIN, MAX, COUNT, AVG, and COUNT DISTINCT.
• Enabled aggregation filters across modules such as Customers, Invoices, Billing Schedules, Orders, and Payments.
• Introduced aggregation tab in lookup search to configure field-level aggregation filters.

Enhancements

• Supported aggregation by field type: currency and number (SUM, MIN, MAX, COUNT, AVG); text, boolean, and picker (COUNT, COUNT DISTINCT).
• Enabled aggregated results for options such as All Records, Aggregated Result, and Select First Record.

Performance Improvements

• Optimized aggregation queries with a maximum processing limit of 50,000 records to ensure consistent performance.

Customer Impact
Users can perform advanced data analysis such as total balances, minimum/maximum values, and record counts directly within filters, reducing dependency on external reporting.

Workflow Automation: Added Date Selection and Description Support for Run Options ENHANCEMENT

Enhancements

• Added date selection support for workflow run configuration options.
• Added descriptive guidance text for workflow run options to improve clarity during setup.
• Improved workflow configuration experience by providing clearer input expectations.

Usability Improvements

• Reduced incorrect date selection and workflow configuration errors.
• Improved visibility into required input formats and workflow execution settings.
• Simplified workflow setup for end users and administrators.

Customer Impact

Helps users configure workflows more accurately and reduces failures caused by incorrect date selection or configuration input.

API Updates

Expanded API capabilities for better configuration and control. Enables automation of setup and reduces manual configuration effort.

Setup APIs: Expanded Support for Configuration and Access Management NEW FEATURE

New Features

• Added APIs for managing document numbering (DocNum), Company Profile, Notifications, Users, and Roles and Permissions.
• Enabled centralized configuration updates through secure API endpoints.

Enhancements

• Improved validation and error handling for setup-related API operations.
• Standardized request and response structures across setup modules for consistency.

Bug Fixes

• Addressed issues with invalid rule handling in document numbering APIs to ensure accurate validation feedback.

Customer Impact
Administrators can automate setup configurations and manage access controls programmatically, reducing manual effort and improving operational efficiency.

Action Required
Review API validations and update request payloads if using unsupported values.

Setup APIs: Added User Session Settings and SSO Configuration Updates NEW FEATURE

New Features

• Added APIs to retrieve and update User Session Settings, including inactivity time and unit of measure.
• Enabled API support to update SSO portal configuration using existing configuration structure.

Enhancements

• Extended SSO configuration update with validation for algorithm, URL, and fingerprint fields.
• Standardized request and response handling for session and SSO configuration APIs.

Customer Impact
Provides improved control over session timeout settings and secure management of SSO configurations via APIs.

API Excel Download: Disable “Include Report Parameters” by Default ENHANCEMENT

Enhancements

• Set include_report_parameters to false by default for Excel export APIs.
• Reduced report execution time during downloads.

Notes / Limitations

• Enabling include_report_parameters = true may significantly increase report processing time.

Customer Impact

• Faster and more efficient Excel downloads with reduced wait times.

For more information, refer to Execute Report | Ordway 

Added Header-Only Support for Subscription, Payment, and Invoice GET APIs ENHANCEMENT

Enhancements

• Added new query parameter: header_only=true for Subscription, Payment, and Invoice GET APIs.
• Enabled APIs to return only primary record attributes without related child-level objects.
• Reduced payload size for integrations and processes that only require header information.

Customer Impact

Improves API response times and reduces processing overhead for integrations that only require header-level transaction data.

Availability

Available for Subscription, Payment, and Invoice GET APIs.

For more information, refer to Header Only - API – Ordway Support Portal