Heads up on the awesome 04/16 Ordway platform release:
Release Schedule
Feature Enhancements
Workflow Automation
Automate tasks using Payment Method Events
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- Users can now trigger a workflow to run when a payment method is created, updated, or deleted.
- Example: Automatically send your team an email notification when a customer deletes or adds a payment method.
- Read more about creating this Workflow for your organization.
Workflow Logs Enhancement
- In our February release, we reorganized Workflow Logs into a parent/child structure to make it easier to debug workflows and follow the individual steps executed.
- This release introduces a new field called Fail Count so users can view how many child logs failed for a particular workflow run.
- Users will also see a new status, Completed w/ Failures, to help differentiate workflow runs that have outright failed versus those that were completed but resulted in some failures.
- Read more about Workflow Logs.
Webhook Logs
- View, search, and filter webhook logs based on the response code.
- All webhook calls now have a default timeout of 60 seconds. When a webhook exceeds the 60-second timeout, the system closes the request and returns a 408 code; Request Timeout.
- Note: Ordway's primary integrations with Salesforce, HubSpot and others are not affected by this change. Using webhooks to integrate with other apps may be impacted.
- Read more about Webhook Logs.
Imports
Added Import ID & Status to Import History
- Users can now view the status of their import and reference an Import ID when raising support tickets. View from Menu > Operations > Import Data > Import History.
- AMENDED 2022.06.11: Please see our Import & Export Data documentation.
Integrations
NetSuite
Invoices, Credits, Payments, & Refunds
- Keep records up to date between the two systems with field and record mapping for Invoices, Credits, Payments, and Refunds.
- Learn more about the NetSuite integration.
Salesforce
Minor Package Update v.3.6.2
Push upgrade to Sandbox orgs is scheduled for Sunday, April 17, 2022 at 3AM ET
Push upgrade to Production orgs is scheduled for Sunday, May 1, 2022 at 3AM ET
- Batch Size Configuration for Sync Jobs
- Action buttons disabled when Ordway connection is not established.
Read more details in the Managed Package Updates article.
Reports
Deferred Revenue Waterfall Report
We have removed the toggle for Exclude Future Invoices while we reconfigure the functionality. It will be included in a future release.
API URL Reminder
On January 14th we communicated with our clients that our API URL has changed. Please bookmark & use this link: https://ordwaylabs.stoplight.io/
Help Center Documentation
Ordway Glossary
A Glossary has been added within our Help Center. We will continue to add content to this new feature.
New & Updated Articles
Check out these new & updated articles since 03/09/22!
New:
- Ordway Glossary
- Early Pay Discounts
- Unapply a Payment
- Quickbooks Troubleshooting
- Quickbooks Error Messaging
- Renewals Report
- ACH Account Verification Process
- Billing Schedule Report
- Email Statuses Report
- Renewals Report - Details
- Payment Statuses
- ACH Payment Flow & Processing Times
- Import History
- Use Case: Generate Email Anytime a Payment Method is Created/Updated/Deleted
Updated:
- Salesforce Integration Features - added clarity regarding Webhooks.
- Failed Payment Retry Rules - Rewritten in greater detail.
- Manage Credits - updated with details on Write Off Refund Toggle.
- Salesforce Managed Package Updates - updated with v3.6.1 details.
- NetSuite Integration - updated with Invoices, Credits, Payments, and Refunds.
- Renewals Report - updated screenshots and link to the Renewals Report - Details article.
- Workflow Logs - updated with April's release content.
- Webhook Logs - updated with April's release content.
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