Ordway November 2026 - Release Notes

Key Highlights

Analytics

Analytics enhancements improve dashboard organization, accessibility, and loading performance while providing additional ways to explore business metrics.

Multiple Tabs for Analytics Dashboards ENHANCEMENT

Add tabs with custom names and switch between them to access different sets of dashboard content without creating separate dashboards for each view.

Looker Dashboard for Legacy Dashboard Metrics ENHANCEMENT

The dashboard includes views for Payments, MRR, ARR, Customers, and Contracts, helping you analyze payment activity, recurring revenue, customer trends, and contract performance.

Some dashboard metrics may differ from the legacy dashboard because of differences in calculation logic, data sources, and reporting methods.

Edit Public Dashboards ENHANCEMENT

Improved Loading for Report List and Dashboard Pages ENHANCEMENT

Billing

Billing enhancements make it easier to find and manage eligible invoices when applying payments and credits.

Find Invoices Faster When Applying Payments and Credits ENHANCEMENT

These options are available when you create, edit, or apply payments and credits:

• Payments: New, Edit, and Apply Now
• Credits: New, Edit, and Apply Now

When applying a credit, the invoice list shows only unpaid invoices with a status of Posted or Partially Paid, helping you focus on invoices eligible for credit application.

Finance Integrations

Finance integration updates expand payout synchronization and field mapping across QuickBooks Online, Sage Intacct, and NetSuite, with additional tax handling for Debit Memos.

QuickBooks Class Support for Payouts ENHANCEMENT

Map a Payout custom field to Class Name in the QuickBooks Online Payout Field Mapping. Ordway uses the mapped class to assign the corresponding QuickBooks Class to the individual deposit lines.

If no class is mapped or the mapped field is blank, Payouts continue to sync without a class, preserving the existing behavior.

Intacct Custom Field Support ENHANCEMENT

You can now view and map Intacct custom fields to corresponding Ordway fields, allowing data to be synchronized to custom fields in Sage Intacct through the integration.

Tax Calculation and Association on Debit Memos ENHANCEMENT

Debit Memos can now include applicable tax amounts, reducing the need for manual tax adjustments and improving the accuracy of billing adjustments and tax reporting.

NetSuite Support for Payouts ENHANCEMENT

The synced deposit includes the payout's associated payment transactions, processing fee surcharges, and processing fees. These amounts are organized into the corresponding Payments, Other Deposits, and Cash Back sections in NetSuite.

Revenue Recognition

Revenue Recognition enhancements extend foreign exchange adjustment support to Orders, Debit Memo payments, and Credits.

Realized FX Gain/Loss for Debit Memo Payments ENHANCEMENT

The adjustment is created only when there is an exchange-rate difference and automatic journal entries are enabled. The adjustment is posted in the base currency and associated with the payment.

If the applied amount changes or the Debit Memo is removed, Ordway updates or reverses the related adjustment accordingly. Existing invoice-to-payment realized FX behavior remains unchanged.

Deferred Revenue FX Adjustments for Orders ENHANCEMENT

FX adjustments are calculated for each order line based on the difference between the exchange rate used on the invoice and the revenue posting rate. An FX schedule is also available for order revenue schedules to provide visibility into these adjustments.

When an invoice is reversed or a revenue journal entry is deleted, Ordway reverses or removes the related FX adjustments, allowing them to be recalculated during subsequent invoice or revenue journal processing.

Realized FX Gain/Loss Support for Credits ENHANCEMENT

When enabled, Ordway generates the corresponding adjustment journal entry in the company's base currency and associates it with the Credit.

If the applied amount changes or an invoice or Debit Memo is removed, Ordway updates or reverses the related FX adjustment accordingly. Existing realized FX adjustment behavior for payments and refunds remains unchanged.

Payments

Payment's enhancements improve the PayNow mobile experience and simplify lockbox reconciliation.

Process lockbox deposits as batches with itemized checks ENHANCEMENT

You can work with the whole deposit as one transaction and drill into the individual checks underneath it — no more reconciling each check in isolation.

How it works

• Import your lockbox file and Ordway groups it into a batch (the deposit) with its itemized checks listed beneath.
• Ordway validates the batch total against the matching bank ledger amount, so you can confirm the deposit reconciles before applying anything.
• Expand a batch to review its individual checks, each with its suggested invoice match.
• Apply or ignore each check independently.
• Checks that need a closer look are flagged automatically (e.g. overpayment, short pay, possible duplicate), and you can apply or ignore checks in bulk.
• The batch moves to Applied automatically once every check has been applied.

Why it matters

Batch processing makes lockbox deposits easier to reconcile. Confirm the deposit against the bank ledger, then review and apply individual checks while retaining the context of the overall deposit.

Mobile View Enhancements for the PayNow Portal ENHANCEMENT

The updated mobile layout is optimized for smaller screens, while the existing desktop and web experience remains unchanged.

Customer Benefit: Customers can enjoy a smoother, more convenient payment experience on mobile devices, with a layout designed to make payment completion easier on smaller screens.

Platform

Platform enhancements improve Custom Object management, API flexibility, workflow email capabilities, and MCP-based interactions.

Saved Table Views for Custom Objects ENHANCEMENT

You can now:

• Save filters for each Custom Object.
• Retain your preferred column widths and sorting.
• Use saved table configurations for Custom Object record lists.

This update also fixes an issue where clicking Save Filter after applying filters could cause the Custom Object page to appear blank instead of saving the filter successfully.

Post-Process Activities for Custom Objects ENHANCEMENT

Webhooks, workflows, and audit logs are processed after a successful commit, preventing them from being triggered by transactions that are later rolled back. This also ensures that webhooks and workflows receive the committed transaction context when they retrieve the updated data.

Formula fields and integration events remain part of the transaction processing.

The change applies to Create, Edit, Delete, and Clone operations and includes related audit logs, events, integration logs, and sync processing.

Custom Object Records API URL Update ENHANCEMENT

This ensures requests are associated with the correct custom object when multiple objects use the same document numbering.

Update your API requests to use these URL patterns:

• List/Create: /api/v1/custom_object_records/{custom_object_api_name}
• View/Update/Delete: /api/v1/custom_object_records/{custom_object_api_name}/{id}
• Bulk operations: No change; bulk endpoints already use the custom object API name.

Customer Action: Update integrations that use the previous Custom Object Records API URLs to include the custom object API name. This is a breaking API change for requests using the previous URL format.

Custom Email Templates for Workflows and Send Email ENHANCEMENT

You can create, edit, and manage custom templates under Manage Templates and use them in Workflow email actions. Templates automatically populate information from the record that triggers the workflow.

You can also send emails using enabled custom templates from the Customer details page or customer list, with the option to customize the subject, recipients, and email content before sending.

Existing Workflow email functionality and system email templates remain unchanged.

MCP Send Email Tool with Default and Custom Templates ENHANCEMENT

This distinguishes it from the separate Custom Email Templates enhancement for Workflows and customer email actions.

Credit and Refund Tool Support in MCP ENHANCEMENT

This enhancement expands the available MCP capabilities for managing financial transactions through natural language interactions.