Setup & Customize

Clone

• Clone a Record

SSO

• Ordway Single Sign On (SSO)

General Settings

• Subscriptions V2 Framework
• General Settings
• Disable Ordway upon Contract Expiration

Organization Structure

• Manage Company Profile & Logo
• Manage Users
• Manage Roles & Permissions
• Grant edit access to a Role
• Resend Ordway Platform Invite

Multi-entity

• Multi-Entity Administration Guide
• Create Child Entity
• Edit Child Entity
• Delete Child Entity
• Add Multi-entity Customer
• Edit Multi-entity Customer

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Billing

• Early Pay Discounts
• Billing Periods
• Payment Terms
• Billing Batches
• Manage Currencies
• Units of Measure

Payments

• Ordway Payment SDK Developer Guide
• Stripe Payment Elements - Improved User Experience
• Receive Payments Made Directly in Stripe
• Payment Gateway Connector Software Development Kit
• Configure Statement Descriptors
• Connect and Manage Stripe Gateways in Ordway

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Security

• Environment Refresh Pilot
• Multi-Factor Authentication (MFA)
• MFA Setup & FAQs
• User Session Timeout

Schedules

• Schedule Basics

Taxes

• Product Tax Groups
• Manage Taxes

Finance

• Add a New Default GL Account
• Finance Setup
• Default GL Accounts

Manage Templates

• Template HTML Changes
• Pause Subscription Email Templates
• Template Basics
• Template Best Practices
• Default Template
• Use Liquid Markup in Ordway Templates

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Document Numbering

• Document Numbering

Customize

• Upload File to an Ordway Object
• Manage Custom Fields
• Formula-based Custom Fields