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Zuora Revenue Updates to the UI and the Close Process Dashboard

By Lana Lee posted 12-08-2022 17:38

  

At our December 8th Zuora Revenue Workshop, Nikki Wong, Director of Product Management in Zuora Revenue was joined by Senior Product Managers Ankita Jain and Vivek Ganesan to share some upcoming UI updates in Zuora Revenue and walked attendees through the Close Process Dashboard. 

If you missed the session, check out the video and presentation below that covers the 

  • Overview RORD Lines Count
  • Export RC adding Overview
  • Revenue Summary Options Updates
  • Reorganization of the Workbench Dropdown Menu


Zuora Revenue Close Process Dashboard - What’s New

Previously, your Initiate Close Period experience involved a lot of clicking and a lot of scrolling. With the Q3 release, you will be able to launch the Close Period task in the newly delivered Period Close Tab within the Close Process Dashboard. The new UX reduces clicks by taking away “unnecessary” confirmations (*Save buttons).

Here is the presentation for reference:



Stay Up-To-Date with Revenue Releases and Maintenance

By joining the Zuora Revenue Notifications community, you’ll receive emails about Revenue Maintenance and Release Notifications including deployment schedules, the release window, and issues fixed. To subscribe follow these steps to sign up and select the frequency you’d like to receive emails - real-time, daily digest, no emails.


About Community Table Talks

Table Talks are collaborative Zuora Community events where customers have the opportunity to connect with Zuora experts along with other users. Each month, the community hosts a new Table Talk on different topics from APIs to Zuora Revenue. View the Community Calendar to see what’s coming up and Subscribe to the Community News to receive email notifications about new sessions.


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