Release Summary
The July 2026 release introduces new capabilities across Analytics, Billing, Finance Integrations, Revenue Recognition, Payments, and CRM Integrations, with updates to audit logging, payment processing, subscription workflows, financial integrations, and synchronization controls. Note: This release is currently available in Sandbox only. Features may be refined before production rollout. | Release InformationRelease Type: Major Release Sandbox: July 01, 2026 Production: July 11, 2026 Window: 3:00am – 4:00am (EST) |
Key Highlights
- Audit logging for reports, folders, permissions, and access settings.
- Usage Events available from Customer and Subscription records.
- Bulk synchronization for supported QuickBooks Online records.
- FMV allocation summaries, exports, and preview updates.
- Ordway Payments support for additional payment gateways, payout reporting, and audit trails.
- HubSpot Sync Status controls for synchronization.
Analytics
This release introduces audit logging for reports, folders, permissions, and access settings, providing greater visibility into configuration changes and user activity.
Audit Logging for Reports, Folders, Permissions, and Access
ENHANCEMENT
| Audit events are now recorded for changes made to reports, folders, permissions, and access settings. |
You can review these activities in Audit Logs to track configuration changes and user actions.
Key Capabilities
- Capture audit events for report changes.
- Track folder creation, updates, and deletions.
- Record permission and access modifications.
- View configuration changes through Audit Logs.
Benefits
- Track changes to reports and folders.
- Monitor permission and access updates.
- Support auditing and compliance requirements.
Billing
This release introduces updates to subscription charge handling and direct access to usage events from Customer and Subscription records.
One-Time Charge Handling After Subscription Term End
ENHANCEMENT
| When a subscription is cancelled after its term has ended, one-time charges are retained and are no longer automatically removed or refunded if the associated service has already been delivered. |
Key Capabilities
- Retain one-time charges for completed services after term-end cancellations.
- Prevent automatic removal or refund of fulfilled one-time charges.
- Preserve billing and revenue records for delivered services.
Benefits
- Align billing outcomes with delivered services.
- Reduce manual review of post-term cancellations.
- Maintain accurate revenue and billing records.
Usage Events Tab on Customer and Subscription Details
ENHANCEMENT
| A new Usage Events tab is now available on the Customer and Subscription detail pages, providing direct access to usage events associated with the selected customer or subscription. |
Usage events are automatically filtered based on the current customer or subscription when the tab is opened.
Key Capabilities
- View usage events directly from Customer and Subscription detail pages.
- Automatically filter usage events for the selected customer or subscription.
- Search, filter, and export usage events from the Usage Events tab.
- View event status, source, ingestion date, and event details in one place.
- Display the Usage Events tab only when event processing is enabled and the subscription is usage-based.
Benefits
- Reduce navigation between pages when reviewing usage activity.
- Simplify investigation of usage-related billing and subscription events.
- Provide quicker access to usage event information within customer and subscription workflows.
Finance Integrations
This release introduces bulk synchronization support for QuickBooks Online, streamlining the synchronization of supported financial records.
QuickBooks Online Batch Synchronization
ENHANCEMENT
| QuickBooks Online (QBO) now supports bulk synchronization for selected record types, enabling multiple records to be processed in a single synchronization operation. |
Key Capabilities
- Support bulk synchronization for Customers, Invoices, Products, Journal Entries, and Contacts.
- Support both create and update operations during bulk synchronization.
- Process multiple records in a single synchronization request.
Benefits
- Reduce synchronization time for large data volumes.
- Streamline data transfer between Ordway and QuickBooks Online.
Revenue Recognition
This release introduces additional FMV allocation summaries, exports, and preview capabilities.
UI/UX Enhancements for FMV Allocation
ENHANCEMENT
| FMV Allocation has been updated to provide greater visibility into allocation schedules and revenue allocation details across subscription workflows. |
Key Capabilities
- Export allocation schedules from Change, Activation, and Cancellation preview dialogs.
- View allocation schedules in the Allocation Summary modal.
- Display Charge Name, Revenue Recognized, and Total FMV Allocation in the Allocation Summary and exported schedules.
- Include FMV allocation summaries in the v2 Subscription Change Preview.
Benefits
- Simplify review and validation of FMV allocations.
- Improve visibility into allocation and revenue recognition details.
- Enable easy export of allocation schedules for reconciliation and reporting.
Payments
This release expands Ordway Payments with enhancements to payout reporting, payment gateway support, checkout, and audit trail visibility.
Ordway Payments: Reserved Amounts, Surcharge Fees, and Payout Exports
ENHANCEMENT
| Gain additional insight into payout activity with enhanced payout breakdown details, surcharge fee reporting, and export capabilities. |
Key Capabilities
- Reserved amount reporting for funds withheld for chargebacks and refunds
- Payment surcharge fee reporting within payout breakdowns
- Payment surcharge fee visibility in payout transaction details
- Export support for payout records and payout transactions
- Reserved Amount account configuration in Finance settings
Customer Impact
Helps teams better understand payout amounts, review reserved funds and surcharge fees, and export payout data for analysis and reconciliation.
Expanded Statement Descriptor Support
ENHANCEMENT
| Statement Descriptor support has been extended to additional payment gateways, including Adyen, Braintree, Heartland, and CardConnect, enabling the configured descriptor to be included with payment transactions across more gateways. |
Key Capabilities
- Support Statement Descriptors across additional payment gateways.
- Continue configuring Statement Descriptors using the existing configuration.
Customer Impact
Provide a more consistent payment experience by extending Statement Descriptor support across supported payment gateways.
CRM Integration
This release enhances the HubSpot integration with additional synchronization controls to improve data consistency and synchronization reliability.
HubSpot Sync Status Controls
ENHANCEMENT
| Added new Ordway Sync Status options to provide greater control over HubSpot synchronization and prevent unintended sync operations. |
Key Capabilities
- Added Sync Failed and Do Not Sync status options.
- Process synchronization only when the status is Not Synced.
- Prevent synchronization for records marked as Do Not Sync.
- Automatically set the status to Sync Failed when synchronization fails.
Benefits
Provides greater control over synchronization, prevents unwanted updates, and improves the reliability of HubSpot and Ordway data synchronization.
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