July 2026 Ordway Platform Release Notes

Release Summary

Key Highlights

Analytics

This release enhances Analytics with expanded audit logging, customizable dashboard experiences, improved dashboard metrics, and default reporting period support to provide greater visibility, consistency, and personalization.

Audit Logging for Reports, Folders, Permissions, and Access ENHANCEMENT

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.

Refer to Audit Logs for more details

Set a Custom Dashboard as Your Homepage ENHANCEMENT

Key Capabilities

• Set a custom or standard dashboard as your homepage.
• Open your preferred dashboard automatically after login.
• Switch between accessible dashboards using the dashboard selector.
• Revert to the default dashboard if the selected dashboard is no longer available.

Benefits

• Access frequently used dashboards faster.
• Personalize the Analytics experience based on individual preferences.
• Reduce navigation time when reviewing key metrics and reports.

Refer to Dashboard Actions Menu article for more details

Add Default Period Filter for Custom Dashboards ENHANCEMENT

 The selected period is automatically applied when the dashboard is opened, providing a consistent view of dashboard data without requiring users to manually select a reporting period each time.

Benefits

• Saves time by automatically applying a predefined reporting period.
• Provides a consistent default view for all users accessing a custom dashboard.
• Improves the usability of custom dashboards by reducing manual filter configuration.

Refer to Create a Dashboard for more details

Billing

This release introduces enhancements to subscription billing and usage management, improving charge handling, prepaid usage configuration, and access to usage event data.

One-Time Charge Handling After Subscription Term End ENHANCEMENT

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.

Refer to Cancel Subscription and Plan Charge Types: One-Time, Recurring, & Usage Based for more details.

Usage Events Tab on Customer and Subscription Details ENHANCEMENT

When you open the tab, Ordway automatically filters the usage events based on the current customer or subscription. 

Feature Availability

The tab is displayed only when:

• Event processing is enabled.
• The selected subscription is a usage-based subscription.

Contact Ordway Customer Support to enable it.

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.

Support for Prepaid Unit Buckets with Zero-Dollar Unit Pricing ENHANCEMENT

Key Capabilities

• Configure prepaid unit buckets with a unit price of $0.00.
• Track prepaid unit consumption independently of usage charges.
• Support prepaid allocation models that do not require unit-based pricing.

Benefits

• Simplify prepaid usage tracking for entitlement-based offerings.
• Support flexible pricing and consumption models.
• Accommodate use cases where prepaid units are included as part of a bundled service.

Refer to Fair Market Value (FMV) and Minimum Commitment Support for Usage-Based Charges – Ordway Support Portal for more details

Hide Bonus Units from Manage Prepaid Units DEPRECATE

As Bonus Units are no longer supported, the field is no longer displayed in the user interface, providing a cleaner and more streamlined experience when managing prepaid units.

Impact

• The Bonus Units field is no longer displayed in the Manage Prepaid Units dialog.
• No configuration or company setting is required.
• This is a user interface change only and does not affect prepaid unit balances or existing functionality.
  

Refer to Prepaid Units – Ordway Support Portal for more details

Finance Integrations

This release expands finance integrations with bulk synchronization capabilities for QuickBooks Online and improved overpayment management for Xero.

QuickBooks Online Batch Synchronization ENHANCEMENT

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.

Refer to QuickBooks Batch Processing article for more details

Xero: Support for Overpayment Reversals ENHANCEMENT

When an overpayment is reversed, Ordway removes the associated invoice allocations, deletes the overpayment from Xero, and reopens the affected invoices in both Ordway and Xero.

Key Capabilities

• Reverse synchronized overpayments in Xero.
• Remove invoice allocations associated with reversed overpayments.
• Reopen affected invoices in both Ordway and Xero.
• Synchronize overpayment reversal processing between Ordway and Xero.

Benefits

• Simplify overpayment correction workflows.
• Maintain consistency between Ordway and Xero records.
• Reduce manual intervention when reversing overpayments.
• Improve invoice and payment reconciliation accuracy.

Refer to Reverse Transactions in Xero article for more details

Revenue Recognition

This release enhances revenue recognition with expanded FMV allocation visibility, improved allocation previews and exports, billing schedule-based revenue calculations, and support for customer updates in revenue schedules.

UI/UX Enhancements for FMV Allocation ENHANCEMENT

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.

Benefits

• Simplify review and validation of FMV allocations.
• Increase visibility into allocation and revenue recognition details.
• Enable easy export of allocation schedules for reconciliation and reporting.

Revenue Recognition Based on Billing Period and Revenue Rules ENHANCEMENT

Revenue is allocated within the billing schedule line (BSL) start and end dates, ensuring revenue recognition aligns with the billing period.

Key Capabilities

• Recalculate revenue schedules using billing period boundaries.
• Allocate revenue based on the configured revenue recognition rule.
• Support Straight Line, Exact Days, Front Load, and Even Period revenue recognition methods.
• Update revenue schedules when billing schedule lines are modified.
• Synchronize invoice-to-revenue mappings following billing schedule updates.

Benefits

• Align revenue recognition with billing schedules.
• Maintain consistency between billing and revenue records.
• Simplify management of revenue schedule updates.
• Maintain accurate revenue allocation across recognition periods.

Refer to Revenue Recognition Rule Basics  for more details.

Customer Updates Reflected in Revenue Schedule Journal Entries ENHANCEMENT

Key Capabilities

• Update Revenue Schedule Journal Entries when the customer on a posted order is changed.
• Cancel the old Revenue Schedule, add a negative line for posted periods (if any) and create a new Revenue Schedule with the updated customer.

Benefits

• Maintain accurate customer information in revenue journal entries.
• Ensure revenue accounting reflects customer changes based on the financial period status.
• Improve consistency between orders, revenue schedules, and journal entries.

FMV Revenue Recognition for Usage-Based Charges ENHANCEMENT

The updated calculation applies only to future revenue recognition while preserving revenue recognized in closed accounting periods.

Key Capabilities

• Calculate the go-forward FMV rate using the remaining revenue and remaining usage quantity.
• Apply updated FMV calculations only to future revenue recognition periods.
• Preserve revenue recognized in closed accounting periods without recalculation.

Benefits

• Accurately recognize revenue when value-add usage is introduced after revenue recognition has begun.
• Prevent restatement of historical revenue in closed accounting periods.
• Improve revenue allocation accuracy for usage-based contracts.

Refer to Fair Market Value (FMV) and Minimum Commitment Support for Usage-Based Charges for more details

Preview FMV Allocation for Contract Cancellation ENHANCEMENT

Users can review the allocation summary and allocation schedule to understand the revenue allocation impact prior to completing the cancellation.

Key Capabilities

• Preview FMV allocation before canceling a subscription.
• View the allocation summary and allocation schedule within the cancellation workflow.

Benefits

• Improves visibility into the revenue allocation impact of subscription cancellations.
• Enables more informed cancellation decisions before changes are applied.

Platform

This release extends workflow capabilities by adding Header Only support to the Action on Existing workflow block, providing greater flexibility when retrieving data.

Header-Only Support for Action on Existing Workflow Block ENHANCEMENT

Key Capabilities

• Use the Header Only option in the AOE block for supported modules.
• Exclude associated records from the response when Header Only is enabled.
• Continue retrieving associated records when Header Only is disabled.

Benefits

Provides greater control over workflow responses by allowing you to retrieve only header-level data when needed, while retaining the option to include associated records when required.

Payments 

This release enhances Ordway Payments with improved payout visibility and expanded Statement Descriptor support across additional payment gateways.

Ordway Payments: Reserved Amount in Payout Breakdown ENHANCEMENT

Reserved amounts retained to accommodate potential chargebacks and refunds are displayed as a separate line item, making it easier to understand the difference between the calculated payout and the final disbursed amount.

Key Capabilities

• Display reserved amounts as a separate line item in the Payout Breakdown.
• Identify funds withheld to cover potential chargebacks and refunds.
• Provide a tooltip explaining the purpose of the reserved amount.
• Improve transparency into payout calculations and withheld funds.

Benefits

• Increase visibility into payout adjustments.
• Simplify payout reconciliation by clearly distinguishing reserved funds from the final payout amount.
• Help finance teams understand why the disbursed amount differs from the total collected amount.
• Support accurate payout and reserve reporting.

Refer to Payouts for more details

Expanded Statement Descriptor Support ENHANCEMENT

Key Capabilities

• Support Statement Descriptors across additional payment gateways.
• Continue configuring Statement Descriptors using the existing configuration.

Benefit

Provide a more consistent payment experience by extending Statement Descriptor support across supported payment gateways.

Refer to Configure Statement Descriptors for more details

Contracts

This release enhances Contract Capture by supporting Charge Start Date and Charge End Date configuration for recurring subscription charges during contract import.

Contract Capture – Charge Start and End Date Support ENHANCEMENT

You can define custom charge dates for recurring charges directly within the Contract Capture workflow, ensuring imported subscriptions align with the intended billing schedule.

Key Capabilities

• Configure Charge Start Date and Charge End Date for recurring charges during contract capture.
• Apply custom charge dates before creating the subscription.

Benefits

• Align imported subscription charges with the desired billing schedule.
• Reduce manual updates after contract creation.

CRM Integration

This release enhances the HubSpot integration with additional synchronization controls to improve data consistency and synchronization reliability.

HubSpot Sync Status Controls ENHANCEMENT

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.

Refer to HubSpot V2 Integration for more details