Help Center

Companies are pushed to NetSuite along with their core details — name, address, billing contact, and tax information. By default, companies are only exported when a sale is finalized, which avoids cluttering NetSuite with prospecting records that may never be converted. Users can manually override this on a per-company basis, and there's also an option to sync all new/edited companies automatically.

Invoices are pushed to NetSuite at the line-item level whenever they are created or in some cases edited. The behavior varies slightly by invoice type — Regular, Master, and Special invoices each export differently. Products in Ad Orbit can be mapped to NetSuite non-inventory items to ensure revenue is recorded correctly. Credit memos can also be exported, and once a GL period is closed, invoices can no longer be modified or exported. Note that GL Journal pickup records will need to be entered manually in NetSuite for now, though automation may come in a future update.

Payments applied in Ad Orbit are exported to NetSuite, including the payment method, amount, date, and associated invoice. Voided payments are also synced as cancellations.

Exports can run automatically or be triggered manually by authorized users. All exported data is logged and viewable within Ad Orbit.

You can set a specific exchange rate per order. By default, the system uses the exchange rate from the order creation date.

That rate can be edited until the order is client‑approved, for users with the new 'Currency Exchange Rate Override' permission.

When creating invoices for multiple orders, if those orders have different exchange rates, you will be unable to include them on the same invoice.

The exchange rates are also more visible throughout Ad Orbit, including on order and invoice PDFs, as well as customer statements.

Unlike the other foreign currency processing options, when the new option is used, payments will be transacted in the customer's currency.

Each processor will still need to be set up to accept the currencies you want to use:

In the popup, you can specify invoice dates and due dates, select the invoice template, and enter internal and external notes.

You can then choose to Preview each of the selected groups and see how your invoices will look prior to creating them.

If everything looks good, then you can Create the invoices, and will be redirected to the Invoice Search page.

Under the Collections Logic dropdown, there are now three options: n/a, Ignore All, and Ignore Company Status.

Introduced a multi‑select “Contacts” field on opportunities so multiple contacts can be associated with a single opportunity.

Added the ability to clone opportunities from the company's Opportunities tab, speeding up data entry when creating similar or repeat opportunities.

Opportunities can now automatically expire after their expected close date passes, helping keep pipelines current and focused. To set this up, enter a number in the new Expire Opportunities After Expected Close Date (Number of Days) system configuration.

Introduced a new bulk “Create Opportunities” action from the “Companies Without Pending Sales or Forecasts” report to jump‑start pipeline building.

Popups have been updated so they no longer close when clicking on the background, reducing accidental closures and lost work. To close popups now, you will need to click on the x icon, or the Save or Cancel buttons.

Added the ability to bulk export Service Rate Card Rates from the Rate Card & Ad Setup page, simplifying sharing and offline review of rate structures.

Added the email signature merge tag to the proof request email template so outgoing proofs can include user signatures.

Upgraded the Google Ad Manager (GAM) SDK integration, improving compatibility with the latest ad serving features and standards.

A new Show Company ID in Select Options system configuration is available. When turned on, the ID of the company will be shown next to the name in many locations throughout Ad Orbit.

In the Comp Subscriptions popup, the Brand dropdown is now filtered by the selected Medium. Publication is also no longer required when the Marketing List Medium is used.

A new 'Edit Order Rep after Final Approval' user permission was introduced to edit the primary sales rep on fully approved orders, supporting corrections without reapproval in authorized cases.

Additional Payment Terms can now be added, providing more flexibility to match your organization’s billing policies.

New API endpoints have been added for Service line items.

Implemented a scrollbar at the top of the table on CSR reports to make horizontal navigation across wide reports easier.

Added support for linking to special invoices directly from the commissions report, improving traceability from commission entries to underlying invoices.

Added an optional “Package” column to the Consolidated Sales and Consolidated Snapshot reports so users can more easily identify which package each item belongs to.

Updated the Delivery Start Date and Delivered/Closed Date filters on Consolidated Sales and Consolidated Snapshot reports to use the relative date filters.

Enabled support for negative gross values where appropriate (e.g., credits or adjustments), allowing more flexible financial entries.

Sage Exports now use Bank Account Publisher Info.

Updated the digital media rate card so the header remains fixed while scrolling, improving readability on large rate tables.

Added the ability to manage Market Territories manually, giving administrators more direct control over territory configuration. Country and Region are now optional when creating Market Territories. If a Country and Region are set, companies will be auto-assigned to Market Territories based on if their address matches the Country and Region of a Market Territory.

On Contract and Invoice templates, you can now set the Package element to 'All', which will consolidate all package line item types into a single table, making it easier to review and manage package components in one place.

Various performance updates were made to improve the loading times on the Aging Reports.

Automatically generated installments were not populating the Invoice Note field in the sent email, which has been fixed so invoice notes are now carried through consistently.

Drip campaign emails are now logged as activities on the related contacts.

Inaccuracies in the Artwork Aging report have been resolved so aging and status information better matches the underlying artwork data. Specifically, the 'Done' ticket status is now considered regardless of if there is final artwork uploaded on the ticket.

Fixed an issue where print publication sales goals were rounding or dropping decimal values, so precise goal amounts are retained.

Corrected missing data in the Publication Metrics report so all expected metrics now appear consistently.

Fixed invoices on the Company Billing tab that were not displaying the Services table when services were disabled globally, ensuring digital media invoice details are visible in all relevant cases.

Invoice IDs are now pushing correctly to payment processors when pre-paying orders within the Client Center.

Prevented imported items from having both an external invoice number and an open balance at the same time, reducing reconciliation and billing inconsistencies.

Updated automated subscription renewal emails to respect the configured Gift Subscription Notification Days, making it so the notification emails will be sent to the gift recipient when applicable.

The link to view orders within AdCellerant was broken, so has been removed.

An error when manually pushing contacts to HubSpot has been resolved.

An error on the General Ledger Journal report when filtering by Publication has been fixed.

The Delete action in the Proposal actions dropdown has been moved to the bottom of the list.

A performance fix was done on the Company Orders tab.

Corrected an issue where issue‑based digital items were excluded from reminders if no material date was set on the issue, ensuring eligible digital items are no longer missed.

On the Sage 100 Summary GL export file, the Publisher column now shows the Finance Info value and can now be run manually.

Fixed email activity records that were missing “From” and “To” details in the Data Warehouse unless the email was sent from Ad Orbit, so activity tracking is now consistent regardless of sending source.

Resolved an issue where non‑event items linked to an event were not carrying the event name into the Data Warehouse, improving reporting accuracy.

The access to the Internal section of the System Configurations is now limited to support users.

Fixed a problem where searching contacts by “Sales In Delivery Date Range” failed when only one date (start or end) was provided, so partial date range searches now work as expected.

An error when pushing contact lists to HubSpot has been fixed.

Corrected an error when optionally pre-paying an order within the Client Center.