A preview of Ordway's September 2022 release is now available in your Sandbox environment. Please read these release notes to familiarize yourself with new features in Sandbox over the next week.

Your Production environment is expected to be updated with the latest release on September 10th. 

Table of Contents: 

• Release Schedule
• Feature Enhancements
  
  • Finance
    • Support for Alternative FX Rate Sources
  • Import & Export Data
  • Platform
    • Custom Fields
    • Document Numbering
  • Reports Upgrade
• Integrations
  • Salesforce
    • Minor Package Update
  • Help Center Documentation
    
    • New
    • Updated

Release Schedule

Feature Enhancements

Finance

Support for Alternative FX Rate Sources

Ordway now supports the receipt of foreign exchange rates from alternative rate providers. By utilizing the currency APIs, users can send exchange rates from their General Ledger or ERP system into Ordway to keep transaction conversions synchronized.

Import & Export Data

• Invoices are now available in the Import Wizard. View our Import Updated Invoices article.

Learn more about our Import & Export Data feature.

Platform 

Custom Fields

Ordway has applied additional validation rules and enhancements to ensure users follow best practices when creating custom fields:

• Auto-generate API name based on field label when the user creates a new custom field
• Auto trim field label names to remove extra spaces
• Validation to ensure custom field label name and API name is unique

Note: API Name must consist only of lowercase characters, numbers, and an underscore. No other special characters are accepted. API Name can be no longer than 50 characters.

The Manage Custom Fields article has also been updated with the above content.

Document Numbering

Ordway has applied additional validation rules to document numbering to follow industry standards and ensure the stability and security of the platform.

• A Prefix can contain characters, numbers, an underscore, or a hyphen. No other special characters are allowed.
• The Next ID field must contain a positive integer.

The Document Numbering article has also been updated with the above content.

Important:

• Please make sure your document numbers do not contain special characters that are not supported by going to Menu > Setup > Document Numbering.
• All records created after the September release must follow the rules above. Existing records with IDs that contain special characters that are no longer accepted will not be impacted by this change.

Reports Upgrade

Upgraded the service for Standard and Custom Reports to a newer version. This should provide minor performance improvements and resolves two reported issues:

• Certain numeric fields in Custom Reports were treated as text when downloaded in Excel format.
• Applying an aggregate using the “Aggregate” tab did not work properly in the latest version of Chrome.

Integrations

Salesforce

Minor Package Update v3.9.1

Push upgrade to Sandbox orgs was executed on August 21st, 2022 at 3 AM ET.

Push upgrade to Production orgs was executed on August 28th, 2022 at 3 AM ET.

• A conversion of a Renewal Quote now properly updates charge lines.
• Failed Contract renewals from Salesforce are synced as Renewals rather than a change extending the term.
• The Plan Picker has been enhanced to allow the user to select a field and sort by Ascending or Descending.
• Using the Plan Picker today retrieves only active Plans and Products. In order to improve the overall user experience during contract renewals, inactive Plans and Products will also be displayed in the Plan Picker. This empowers Sales Operations personnel to potentially replace them with active Products and Plans during renewal cycles. This feature addresses Year Over Year (YOY) and other Pricebook changes over time.
• Our July release included the ability for customers to invoke sync actions from their customizations for Contract and Quote objects. With the August release, clients can similarly invoke sync actions from their customizations for Accounts and Contact objects.
• To improve the performance and efficiency of Ordway’s Plan Picker, the ability for clients to configure the number of records to display has been introduced. The default has been updated to load 20 records.

Help Center Documentation

New & Updated Articles

Check out these new & updated articles since 08/03/22!

New

• Integrate Credits with QuickBooks Online (QBO)

• Change Billing Period after a Subscription is Active

• Auto-Pay & Auto-Apply Explained

• Separate Billing & Usage Periods

• FAQ: Invoices Not Printing Additional Pages

• Walkthrough: Import Updated Invoices

• Import Requirements: Invoices

• Walkthrough: Import Updated Credits

Updated

• Create New Subscription - updated API link. 

• Can Invoices or Credits be transferred between Customers? - Rewritten for clarity.

• Custom Start and End dates for Revenue Recognition - August release edits.

• 2022.07.26 - Salesforce Synchronization Issue [Resolved]

• Manage Currencies - Added August Release exchange rate info. 

• Payment Basics - updated to clarify that Ordway does not generate records for failed payments in the UI via the Customer screen via Receive Payment or Generate Payment. 

• Various FMV edits:

  • Fair Market Value Basics

  • Enable Fair Market Value

  • Set Fair Market Value Price

  • Add FMV Products to Plans

  • FMV Changes made to Active Plans

• Customer Portal Basics - added reference to view Usage. 

• Import Requirements: Subscriptions - updated for clarity.

• Billing Schedule Basics - added Billing Schedule example. 

• NetSuite Integration - clarified that you must select either JEs or individual transactions. 

• NetSuite Authentication & Configuration Steps - updated with new content. 

• Workflow Use Case articles - clarification added on Edit in Formula for email recipients:

  • Use Case: Generate Email Anytime a Refund is Generated, route based on Value  

  • Use Case: Generate Email Anytime a Refund is Generated/Updated

  • Use Case: Generate Email Anytime a Payment Method is Created/Updated/Deleted

  • Use Case: Send Expiration Email Reminder

• Contract Balance Report - updated to indicate report displays Termed Contracts only. 

• Manage Custom Fields - updated for September release with API Name requirements. 

• Document Numbering - Added Document Numbering Rules for Prefix and Next ID included in September release.