September 2026 Ordway Platform Release Notes

Release Summary

Note: The next sandbox release is scheduled for September 02, 2026, and includes additional enhancements planned for the September 2026 release.

Key Highlights

Analytics

Enhance reporting and data exploration with AI-powered natural language queries and personalized dashboard experiences through role-based homepage assignments.

AI Analyst: Natural Language Reporting NEW FEATURE

Ask business questions in plain English and receive instant responses as tables, charts, and visual summaries. AI Analyst also supports contextual follow-up questions, helping users explore operational, financial, customer, subscription, and payment data without manually building reports.

Key Benefits

• Retrieve business insights using natural language.
• View results as tables, charts, and visual summaries.
• Continue conversations with contextual follow-up questions.
• Reduce the effort required to analyze business data.

Availability: AI Analyst is currently available as a Preview feature. Contact Ordway Support to enable this feature for your organization.

Billing

Expand pricing flexibility by supporting Tiered and Volume pricing models for usage event-based Matrix Pricing.

Matrix Pricing Now Supports Tiered and Volume Pricing for Usage Events ENHANCEMENT

This enhancement allows you to define graduated pricing rules for usage event-based charges within a single pricing configuration.

Key Capabilities

• Configure Tiered pricing for usage events within Matrix Pricing.
• Configure Volume pricing for usage events across defined quantity ranges.
• Automatically apply pricing based on usage event quantity thresholds.
• Support multiple pricing models within a single Matrix Pricing configuration for usage event-based charges.

Benefits

• Simplify the management of usage event-based pricing models.
• Support more flexible pricing strategies for usage event charges.
• Configure graduated pricing based on usage event quantity thresholds.
• Reduce manual pricing configuration while improving pricing consistency.

Payments 

Improve payment visibility and customer payment experiences with enhanced payout tracking and fixes for CPAD payments in the Pay Now portal.

View Payout Status for All Payments and Refunds ENHANCEMENT

Transactions that have not yet been paid out display Pending until a Payout ID is assigned.

Benefits

• View payout status for all payments and refunds from a single location.
• Identify transactions that are awaiting payout with the Pending status.
• Improve visibility into payout processing without opening individual transaction details.

Resolved an Issue Preventing CPAD Payments in the Pay Now Portal ENHANCEMENT

In this scenario, the Continue button remained disabled even after selecting an invoice and entering the payment amount. Customers can now successfully proceed with and complete payments using CPAD without requiring an additional payment method.

Benefits

• Allows customers to complete payments using CPAD in the Pay Now portal when it is the only available payment method.
• Ensures the Continue button is enabled when all payment requirements are met.
• Provides a consistent payment experience across Ordway Payments (OP) and Adyen gateways.
• Eliminates payment failures caused by the absence of alternate payment methods.

CRM Integrations

Simplify HubSpot integrations with improved field mapping validation, automatic App Card enablement, and a more intuitive Plan Picker interface.

Reposition Plan Picker Action Buttons in HubSpot ENHANCEMENT

Previously, the action buttons were positioned separately from the plan list, making them less accessible while reviewing plans. Moving the buttons to the footer provides a more intuitive layout and keeps the primary actions readily available as you navigate the plan list.

Benefits

• Improves the layout of the HubSpot Plan Picker.
• Keeps action buttons consistently accessible while reviewing plans.
• Provides a more intuitive workflow for selecting and managing plans.
• Reduces unnecessary scrolling to access primary actions.

Simplified HubSpot Field Mapping and Enabled App Cards by Default ENHANCEMENT

A HubSpot source field can now be mapped to only one Ordway target field, eliminating conflicting mappings. Additionally, HubSpot App Cards are now enabled automatically for new HubSpot connections, removing the need for a separate configuration toggle.

Benefits

• Prevents duplicate mappings by ensuring each HubSpot source field can be mapped to only one Ordway field.
• Improves mapping accuracy and reduces synchronization conflicts.
• Simplifies HubSpot integration setup by automatically enabling HubSpot App Cards for new connections.
• Removes unnecessary configuration by eliminating the Enable HubSpot App Card toggle from CSP Settings.
• Provides a more streamlined and consistent onboarding experience for new HubSpot integrations.

Platform

Increase document customization and customer communication by supporting multiple invoice due reminders and exposing Custom Object data within invoice templates.

Send Multiple Invoice Due Reminder Emails Before the Due Date ENHANCEMENT

This allows reminders to be sent at multiple intervals before an invoice is due, eliminating the limitation of a single invoice due reminder template.

Benefits

• Configure multiple invoice due reminder emails.
• Send reminders at different intervals before an invoice due date.
• Manage both pre-due and post-due reminder emails from the same Dunning email configuration.

Refer to Dunning Email Template for more details.

Expose Custom Objects in Invoice Template Context ENHANCEMENT

When enabled in Manage Templates, these objects become available through the custom_objects attribute, allowing invoice templates to access and render related custom object data dynamically.

Benefits

• Access related Custom Object data directly within invoice templates.
• Build richer and more flexible invoice layouts using associated business data.
• Simplify template customization without requiring additional data lookups.
• Improve template performance by optimizing Custom Object attribute retrieval.
• Expand template capabilities for organizations using Custom Objects to extend invoice information.

API Updates

Extend automation capabilities with new APIs for schedule management, template management, and high-volume custom object record creation.

Schedule Management API NEW FEATURE

Key Capabilities

• Manage Billing Run, Payment Run, Journal Entry Run, Statement, and Workflow schedules through REST APIs.
• Retrieve schedules by schedule type or schedule ID.
• Create, update, and delete schedules programmatically.

Customer Impact

Simplify the automation and management of scheduled processes by integrating schedule administration into your applications and workflows.

Manage Templates API NEW FEATURE

Key Capabilities

• Retrieve templates by type or template name.
• Create, update, and delete supported template types.
• Set supported templates as the default and manage template status through APIs.

Customer Impact

Automate template management and integrate template administration into your business workflows, reducing manual configuration and simplifying template maintenance.

Bulk Create Custom Object Records via API NEW FEATURE

This enhancement reduces the number of API calls required when importing or creating records in volume, improving integration efficiency and performance.

Key capabilities

• Create multiple custom object records in a single API request.
• Validate each record against the custom object's schema before creation.
• Receive per-record success results with generated record IDs.
• Automatically populate system-managed audit fields for each created record.
• Configure batch sizes based on recommended system limits.

Refer to Bulk Create Custom Object Records | Ordway for more details