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Monique Romero

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Best Practice Checklist: Revenue Recognition Prerequisites for Month-End Close in Zuora Billing

Posted By Monique Romero 01-04-2024 16:30
Found In Library: Zuora Community Resource Library
Strengthen your Zuora foundation with best practice checklists from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on the Revenue Recognition Prerequisites for the Month-End Close Process in Zuora Billing. Prerequisite ...

Best Practice Checklist: Accounting Close Prerequisites for Month-End Close in Zuora Billing

Posted By Monique Romero 01-04-2024 16:09
Found In Library: Zuora Community Resource Library
Strengthen your Zuora foundation with best practice checklists from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on the Accounting Close Prerequisites for the Month-End Close Process in Zuora Billing. Overview □ ...

Best Practice Checklist: Accounting Close for the Month-End Close Process in Zuora Billing

Posted By Monique Romero 01-04-2024 15:00
Found In Library: Zuora Community Resource Library
Strengthen your Zuora foundation with best practice checklists from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on Accounting Close Process for Month-End Close in Zuora Billing. PREREQUISITES □ Set Accounting ...

Best Practice Checklist: Year-End Close

Posted By Monique Romero 10-27-2023 16:58
Found In Library: Zuora Community Resource Library
Strengthen your Zuora foundation with best practice checklists from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on the Year-End Close Process in Zuora Billing where the goal is to update all transactions for the affected ...

How to Supercharge Automation & Efficiency Using Workflow Webcast Takeaways

Posted By Monique Romero 08-31-2023 17:07
Found In Egroup: Community News \ view thread
Being efficient is now more important than ever.  But you can automate your processes in Zuora and save precious time.   As companies adjust to COVID-19, teams are asked to re-evaluate operations and answer the question Is this the best way to do this?.  Cutting costs and trimming the excess is something ...

Month End Close Process

Posted By Monique Romero 02-08-2023 15:33
Found In Group: Finance Blogs
Do you need help with your Month End Close process? We will be reviewing the month end close process to close your accounting periods. This will help you close your periods quickly and efficiently.  As a Zuora Support SME for Finance and Revenue, I have you covered! I will go over each step required ...

Deferred Revenue Reports

Posted By Monique Romero 02-08-2023 15:29
Found In Group: Finance Blogs
Having problems reading your deferred revenue report?  I understand your frustration, which is why I will be holding an SME webinar to help answer these and any other questions related to deferred revenue reports. As a Zuora Support SME for Finance and Revenue, I see several questions relating to the ...

Swiss VAT Rate Change

Posted By Monique Romero 02-08-2023 15:23
Found In Group: Finance Blogs
Are you updating your VAT/tax rates for 2018?   There'll be a VAT rate change in Switzerland in 2018, which brings up the question of how you should setup your yearly invoices spanning 2017-2018. As a Zuora Support SME for Finance and Revenue, Ive got you covered! I know that this will likely affect ...

RE: [Virtual Event] Community Workshop: Finance Best Practices

Posted By Monique Romero 06-02-2022 13:32
Found In Egroup: Community News \ view thread
Hi Tom, This is suited for All Billing customers, we will be discussing Finance and Revenue. Everyone is welcome! Thanks, Monique ------------------------------ Monique Romero CSM Zuora CA ------------------------------

RE: [Virtual Event] Zuora Community Table Talk: Year-End Close Lessons Learned

Posted By Monique Romero 01-13-2022 03:21
Found In Egroup: Community News \ view thread
Closing out the books can be stressful, so I'm excited for this Table Talk as there is so much valuable information shared amongst  each other to help with a smooth year end close. ------------------------------ Monique Romero CSM Zuora CA ------------------------------

[SME Webinar] Swiss VAT Rate Change

Posted By Monique Romero 11-29-2021 13:51
Found In Egroup: Zuora Webcasts \ view thread
We will be presenting a Live Tutorial on how to update your tax/VAT rates for 2018. Are you updating your VAT/tax rates for 2018? Therell be a VAT rate change in Switzerland in 2018, which brings up the question of how you should setup your yearly invoices spanning 2017-2018. As a Zuora Support ...

[SME Webinar] Deferred Revenue Reports

Posted By Monique Romero 10-29-2021 20:04
Found In Egroup: Zuora Webcasts \ view thread
Having problems reading your deferred revenue report? I understand your frustration, which is why I will be holding an SME webinar to help answer these and any other questions related to deferred revenue reports. As a Zuora Support SME for Finance and Revenue, I see several questions relating to ...

How to Supercharge Automation & Efficiency Using Workflow Webcast Takeaways

Posted By Monique Romero 05-20-2020 04:11
Found In Egroup: Community News \ view thread
Q: Can I get the JSON for the sample workflow discussed? A: Please see the following: Discount Workflow Specific Steps and Instructions JSON Recall Workflow JSON Rollout Workflow Q: I have never used zuora before - where do I find out more information about Workflow? A: Here are some great ...

[SME Webinar] Month End Close Process

Posted By Monique Romero 11-16-2017 10:23
Found In Egroup: Zuora Webcasts \ view thread
Do you need help with your Month End Close process? We will be reviewing the month end close process to close your accounting periods. This will help you close your periods quickly and efficiently. As a Zuora Support SME for Finance and Revenue, I have you covered! I will go over each step ...

[Action Required]: Maintenance to Update TLS Certificate for API Sandbox

Posted By Monique Romero 11-21-2016 16:32
Found In Egroup: Maintenance Notifications \ view thread
Hi @eclf No change needed for Salesforce. Salesforce is configured for a different endpoint for API Sandbox (https://apisandbox-zforsf.zuora.com/apps/services/a/XX.0) so this certificate change doesn't apply to Salesforce environments. See Salesforce Zuora connection settings for additional ...

[Action Required]: Maintenance to Update TLS Certificate for API Sandbox

Posted By Monique Romero 11-21-2016 08:26
Found In Egroup: Maintenance Notifications \ view thread
Hi there! Quick Question - would we need to perform any changes on the SFDC / Zuora integration? Update the packages? Cheers, ECLF

[Action Required]: Maintenance to Update TLS Certificate for API Sandbox

Posted By Monique Romero 11-10-2016 20:38
Found In Egroup: Maintenance Notifications \ view thread
You will be affected by this change if your certificate store does not trust the root certificate chain specified below. Please work with your technology teams to determine if this change will affect you. Action is required on your part prior to December 6, 2016 if your certificate store ...

[Action Required] Zuora is Disabling TLS 1.0

Posted By Monique Romero 11-10-2016 15:44
Found In Egroup: Community News \ view thread
Here's a bit of code use in migration; it generates and posts an invoice for the day before the current fiscal year, then another for the first of each month, for all accounts. #!/usr/local/bin/python3 import logging import datetime from dateutil.relativedelta import * import pdb from progressbar ...

[Action Required] Zuora is Disabling TLS 1.0

Posted By Monique Romero 11-10-2016 15:42
Found In Egroup: Community News \ view thread
I'm doing fine in python, using a module named zeep, and python 3.5.2. Here's my code: #!/usr/local/bin/python3 import pdb import config import json import datetime import zeep import sys # Config file format: # ( # "user": "zuora_api_user@canonical.com.apisandbox", # "password": ...

[Action Required] Zuora is Disabling TLS 1.0

Posted By Monique Romero 10-17-2016 18:03
Found In Egroup: Community News \ view thread
A NOTE TO PYTHON DEVELOPERS All of the Zuora Python libraries I've seen, that use the SOAP API, are based on a single module: 'suds'. This module has been dead for almost 7 years and it relies on urllib2 but the suds developers never thought to build in a way for you to specify what SSL version ...