Release Summary
|
The June 2026 release delivers enhancements across Analytics, Billing, Finance Integrations, Payments, CRM Integrations, Platform, and APIs. This release expands Analytics reporting with new reports for customer payment performance, subscription renewals, usage activity, and payment operations. It also introduces enhancements to billing and usage management, finance integrations, payment processing, CRM synchronization, platform performance, and configuration management APIs. |
Key Highlights
- Analytics: New reports for Average DSO by Customer, Available to Renew, Usage, and Ordway Payments reporting, along with Last-Day-of-Month report scheduling and updates to the Analytics report library.
- Billing: Enhancements to usage matching, billing run processing, and prepayment handling for recurring charges with negative prices or quantities.
- Finance Integrations: Updates for QuickBooks Online, NetSuite, Xero, and Anrok, including accounting mappings, tax processing, multi-currency support, foreign exchange configuration, transaction synchronization, and reversal processing.
- Platform: Enhancements to custom field processing, configuration validation, invoice performance, and workflow lookup processing.
- Payments: Enhancements to payment processing, payment method management, payout visibility, and gateway integrations, including gateway filters, SEPA Direct Debit support, ACH mandates, payment metadata, and payout navigation.
- CRM Integrations: HubSpot Deal synchronization now supports Primary Company associations for improved customer mapping.
- API Updates: New APIs for payment gateway management, custom field administration, and clone configuration management.
Analytics
This release expands Analytics with new reports for Days Sales Outstanding (DSO), subscription renewals, usage activity, and payment operations. It also introduces last-day-of-month report scheduling and updates to the standard report library.
Analytics: Average Days Sales Outstanding (DSO) by Customer Report
NEW FEATURE
| Track Average Days Sales Outstanding (DSO) at the customer level to monitor payment performance and collection trends. |
Key Capabilities
- Customer-level DSO reporting
- Visibility into paid invoice DSO metrics
- Standard Analytics report available across supported companies
Customer Impact
Helps finance teams monitor customer payment performance and identify collection trends using a standard Analytics report.
For more details, refer to Average DSO by Customer – Ordway Support Portal
Analytics: Available to Renew Report
NEW FEATURE
| Gain visibility into subscriptions approaching renewal within a selected time period. |
Capabilities
- Renewal opportunity tracking
- Current TCV and projected Renewal TCV reporting
- Filtering by customer, product, subscription status, and renewal period
- Support for auto-renew and manual renewal contracts
Customer Impact
Helps teams identify upcoming renewals, improve forecasting, and proactively manage customer retention activities.
For more details, refer to Available to Renew Report
Analytics: Usage Report
NEW FEATURE
| Usage-based billing activity can now be analyzed through a dedicated Analytics report. |
Key Capabilities
- Usage quantity and amount reporting
- Visibility into invoiced and non-invoiced usage records
- Customer, subscription, charge, and billing schedule references
- Filtering, grouping, sorting, and export support
Customer Impact
Helps teams monitor usage activity, validate billing data, and support usage-based revenue operations.
For more details, refer to Usage Report – Ordway Support Portal
Analytics: Ordway Payments Reports
NEW FEATURE
| Expands Analytics reporting coverage for payment operations, including payouts, disputes, settlements, fees, and balance account activity. |
Capabilities
- Payment Activity reporting
- Payout and Settlement reporting
- Dispute reporting
- Balance Account reporting
- Payment custom field reporting
- CSV and XLSX export support
Customer Impact
Provides greater visibility into payment operations and supports reconciliation, dispute management, and financial reporting workflows.
For more details, refer to Payout Transactions Report – Ordway Support Portal
Analytics: Last-Day-of-Month Report Scheduling
ENHANCEMENT
| Supports automated report generation and delivery on the last day of each month. |
Capabilities
- Last-day-of-month scheduling option
- Scheduled CSV and XLSX exports
- Automated email delivery
- Report execution history and tracking
Customer Impact
Simplifies month-end reporting processes and reduces manual reporting effort.
For more details, refer to Schedule a Report – Ordway Support Portal
Analytics: Deprecation of A/R Aging With Account Balance Report
DEPRECATION
| The A/R Aging with Account Balance report has been removed from the standard Analytics report library. |
You should use:
- A/R Aging Report
- Account Balance Report
These reports provide equivalent functionality through separate reporting experiences.
Customer Impact
Simplifies report management and aligns customers with the supported reporting framework.
Billing
This release includes enhancements to usage management, billing run processing, and prepayment handling for recurring charges.
Usage Management: Custom Field-Based Usage Matching
ENHANCEMENT
| Support for matching Usage records to Billing Schedule Lines based on configured custom field values. |
Key Capabilities
- Custom field-based usage matching
- Billing Schedule Line identification using configured matching criteria
- Validation for unmatched usage records
Customer Impact
Improves usage allocation accuracy for complex billing scenarios and reduces manual reconciliation efforts.
Billing Run Processing for Pending Usages
ENHANCEMENT
| Updates to Billing Run processing when pending usage records exist. |
Key Capabilities
- Customer-level pending usage validation
- Reprocessing support for customers with pending usages
- Partial billing completion support
- Stop and pause support for Billing Runs and Payment Runs
Customer Impact
Reduces billing delays when pending usage records are present.
Billing: Prepayments for Negative Recurring Charges
ENHANCEMENT
| Prepayment processing for recurring charges with negative prices or quantities. |
Key Capabilities
- Prepayment credit generation for negative recurring charges
- Support for configured prepay periods
- Consistent prepayment handling across positive and negative recurring charges
Customer Impact
Supports accurate billing and revenue processing for recurring prepayment scenarios involving negative charges.
Finance Integrations
This release introduces enhancements to QuickBooks Online, NetSuite, Xero, and Anrok integrations, including updates to accounting mappings, tax processing, multi-currency support, and transaction synchronization.
QuickBooks Online: Class and Department Mapping for Credits and Negative Invoices
ENHANCEMENT
| Class and Department mappings are available for Credits, Credit Lines, Negative Invoices, and Negative Invoice Lines synchronized with QuickBooks Online. |
Key Capabilities
- Class and Department mappings for Credits
- Class mappings for Credit Lines
- Class and Department mappings for Negative Invoices
- Class mappings for Negative Invoice Lines
Customer Impact
Improves accounting dimension consistency and financial reporting accuracy between Ordway and QuickBooks Online.
Tax Engine (Anrok): Marketplace Transaction Exclusion Support
ENHANCEMENT
| Marketplace invoices and credits can be excluded from Anrok tax calculation workflows. |
Key Capabilities
- Marketplace transaction identification using custom fields
- Exclusion of marketplace transactions from tax calculation requests
- Support for marketplace billing workflows
Customer Impact
Reduces duplicate tax calculations and supports accurate tax processing for marketplace transactions.
For more details, refer to Anrok Integration
NetSuite: Realized FX Gains and Losses Configuration
ENHANCEMENT
| Separate configuration options are available for Accounts Receivable and Deferred Revenue foreign exchange adjustments. |
Key Capabilities
- Realized FX Gains and Losses – AR
- Realized FX Gains and Losses – DR
- Independent configuration of AR and Deferred Revenue journal entry processing
Customer Impact
Provides greater flexibility when managing foreign exchange journal entry synchronization with NetSuite.
NetSuite: Multi-Currency Customer Support
ENHANCEMENT
| Multiple customer currencies can be configured through NetSuite integration settings and included during customer synchronization. |
Key Capabilities
- Additional Currencies multi-select configuration
- Selection of currencies available in the connected NetSuite account
- Customer synchronization with selected currencies and base currencies
Customer Impact
Supports multi-currency customer management and reduces invoice synchronization failures caused by unsupported currencies in NetSuite.
For more details, refer to NetSuite Integration Guide
Xero: Non-Base Currency Payment Synchronization
ENHANCEMENT
| Payment synchronization for invoices in non-base currencies has been updated to improve payment allocation handling. |
Key Capabilities
- Standard payment synchronization for fully settled non-base currency invoices
- Payment allocation support across multiple invoices
- Overpayment creation only when excess payment amounts exist
Customer Impact
Improves payment reconciliation accuracy and prevents incorrect overpayment records in Xero.
For more details, refer to Xero: Payment Synchronization – Ordway Support Portal
Xero: Financial Transaction Reversals
ENHANCEMENT
| Reversal processing is available for key financial transaction types synchronized with Xero. |
Key Capabilities
- Positive Invoice reversals
- Negative Invoice reversals
- Payment reversals
- Credit reversals
- Refund reversals
Customer Impact
Improves financial reconciliation and ensures reversal transactions are accurately reflected in Xero.
Platform
This release includes enhancements to custom field processing, configuration validation, invoice performance, and workflow lookup processing.
Customizations: Inherited Custom Field Processing
ENHANCEMENT
| Performance and scalability improvements for inherited custom field processing across customized records. |
Key Capabilities
- Batch processing of inherited custom field values
- Optimized retrieval and application of inherited custom field data
- Reduced processing overhead for bulk customization operations
Customer Impact
Improves processing efficiency for environments with large datasets and complex customization hierarchies.
Customizations: Reserved API Name Validation
ENHANCEMENT
| Reserved API name validation for custom field configuration. |
Key Capabilities
- Source included in the reserved API name list
- Validation for reserved and system-defined API names
- Prevention of conflicting custom field configurations
Customer Impact
Reduces configuration conflicts and supports consistent custom field management across supported objects.
Invoicing: Invoice Summary Performance
ENHANCEMENT
| Performance improvements for invoice listing and customer invoice views. |
Key Capabilities
- Optimized invoice summary responses
- Reduced response payload size
- Faster invoice loading for list and detail views
Customer Impact
Provides a more responsive invoicing experience while maintaining existing search and filtering capabilities.
Enhancements: Header-Only Filter
ENHANCEMENT
| Header-only filtering is available for supported workflow lookup configurations. |
Key Capabilities
- Header Only option for supported Lookup Search configurations
- Reduced retrieval of associated records during lookup execution
- More efficient workflow payload processing
Customer Impact
Improves workflow responsiveness and reduces processing overhead for lookup operations.
Sample Screenshot
The following example shows the new Header Only option available in Lookup Search configuration.
Payments
This release includes enhancements to payment processing, payment method management, payout visibility, and gateway integrations, with updates for SEPA Direct Debit, ACH mandates, payment metadata, gateway filtering, and payout navigation.
Ordway Payments: Gateway Filters
ENHANCEMENT
| Gateway-based filtering is available across Ordway Payments transactions and payment operations. |
Key Capabilities
- Gateway filters for Payments
- Gateway filters for Refunds
- Gateway filters for Payment Runs
- Standardized gateway identification across Ordway Payments
Customer Impact
Simplifies transaction filtering and improves visibility in multi-gateway environments.
Sample Screenshot
The following example shows the Gateway Name filter applied on the Refunds page. In this example, refunds associated with the Ordway Payments gateway are excluded using the Is Not filter condition.
Payments: SEPA Direct Debit in Pay Now and Customer Portal
ENHANCEMENT
| SEPA Direct Debit is available for EUR-denominated bank payments through Pay Now and Customer Portal. |
Key Capabilities
- One-time and recurring SEPA Direct Debit payments
- Mandate creation and authorization workflows
- Support for recurring billing
- Automated chargeback handling
- IBAN and billing detail collection
Customer Impact
Supports bank payment collection across SEPA regions and recurring payment workflows.
For more information, refer to Configure Payment Methods – Ordway Support Portal
Payments: SEPA Debit Availability for All Customers
ENHANCEMENT
| SEPA Debit availability can be configured at the gateway level for all customer accounts. |
Key Capabilities
- Enable SEPA Debit for all customers setting
- Gateway-level configuration
- Customer-wide SEPA Debit availability
Customer Impact
Simplifies SEPA payment method management and improves consistency across payment workflows.
For more information, refer to Configure Payment Methods – Ordway Support Portal
Payments: ACH Mandate Support
ENHANCEMENT
| ACH payment authorization workflows include configurable ACH mandate support. |
Key Capabilities
- ACH mandate enforcement settings
- ACH consent validation
- Customer email capture
- ACH mandate acknowledgement emails
- Audit tracking for mandate acceptance
Customer Impact
Supports ACH authorization requirements and improves mandate tracking for ACH payment workflows.
For more details, refer to Configure Payment Methods – Ordway Support Portal
Payments: Pass Custom Fields to Payment Gateway Metadata
ENHANCEMENT
| Custom fields can now be selected and sent as metadata during payment processing |
Selected payment custom fields are included in the metadata request sent to supported payment gateways, enabling gateway-specific configurations such as Site ID and other custom attributes.
Supported Gateways
- Ordway Payments
- Braintree
- Heartland
Key Updates
- Selected custom field values are included in payment metadata during payment processing.
- Custom field values are available through Payment Create and Get API responses.
- Payment processing continues even when configured custom fields are not available on the payment gateway.
Ordway Payments: Payout Visibility and Navigation
ENHANCEMENT
| Payout-related fees and payment-to-payout relationships are now easier to review within Ordway Payments. |
What's Changed
- Platform-related charges are included under Miscellaneous Fees in the Payout Breakdown and Payout Transactions sections.
- The Miscellaneous Fees tooltip identifies Platform Fees, Payout Fees, and Reconciliation Amounts (when applicable).
- Miscellaneous fee entries are displayed within payout transaction details.
- Fee deductions are reflected consistently across the Payout Breakdown, Payout Transactions, and final payout amount.
- Payment records include a Payout ID link for direct access to the associated payout record.
- Users can navigate between payment transactions and related payouts from within Ordway Payments.
Customer Impact
- Gain greater visibility into payout-related deductions and adjustments.
- Easily trace payments to their associated payout records.
- Simplify payout review and reconciliation activities.
- Better understand how payout amounts are calculated.
For more details, refer to Payouts – Ordway Support Portal
CRM Integration
This release includes enhancements to HubSpot Deal synchronization, with support for Primary Company associations to improve customer mapping.
HubSpot Primary Company Support for Deal Synchronization
ENHANCEMENT
| Primary Company associations are supported during HubSpot Deal synchronization. |
Key Capabilities
- Primary Company association support for HubSpot Deals
- Customer mapping based on the designated Primary Company
- Consistent synchronization for Deals associated with multiple Companies
Customer Impact
Improves customer mapping accuracy and reduces incorrect subscription associations.
API Updates
This release introduces new APIs for payment gateway administration, custom field management, and clone configuration management.
APIs: Payment Gateway Management
NEW FEATURE
| API support for payment gateway configuration and lifecycle management. |
Key Capabilities
- Retrieve payment gateway configurations
- Create and update payment gateway settings
- Set default payment gateways
- Disable payment gateways
- Validation support for gateway updates
Customer Impact
Supports automation and administrative control of payment gateway management through APIs.
APIs: Custom Field and Clone Configuration Management
NEW FEATURE
| API support for custom field administration and clone configuration management. |
Key Capabilities
- Create, update, retrieve, and delete custom fields
- Manage clone configuration settings
- Validation for protected system fields
Customer Impact
Supports configuration automation and simplifies customization management through APIs.
Comments
0 comments
Please sign in to leave a comment.