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The revenue hold is to prevent future revenue release. This type of hold can be applied after the revenue is partially released. When the revenue hold is applied, it will be applied to both revenue and allocation. The transfer hold is to prevent the revenue schedules from being posted to the upstream system. In this month’s Revenue Table Talk, after a tool tip on enhanced error messages , we discussed the benefits of effectively using holds and approvals to help improve your daily operational process. View Presentation | Watch Full Video In-depth Look at Revenue Holds Revenue holds are used for various reasons, including pending deliveries, ...
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This past August, we explored the latest innovations coming out over the next six months and beyond. Our product team discussed the latest developments in Zuora Platform, Billing/CPQ, Payments, Revenue, and Zephr. Below are some of the Q&A highlights from the session which you can access here . Q&A Highlights Which features introduced today are included in the normal license of Zuora Billing and which are paid add-ons? Features concerning consumption are being included in Advanced Consumption Billing, which is a paid-for add-on module. Are there any initial estimates for SAP connector? We are aiming for Feb 2025. Is dynamic pricing ...
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Zuora’s NetSuite Connector facilitates a robust bi-directional integration between Zuora's subscription billing capabilities and NetSuite's ERP/Financials solution. This out-of-the-box solution syncs transactions seamlessly across both platforms, enhancing operational efficiency. Users can manage the integration directly from Zuora's Billing UI, where they can set up the integration, monitor data synchronization, and view logs. The integration supports complex pricing models, aligns charges with subscriptions, consolidated billing, and streamlines renewal processes, significantly optimizing financial management and operational workflows. View Presentation ...
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On August 13th, we held a Revenue Table Talk that highlighted the advantages for using Zuora ERP connectors, particularly NetSuite. These connectors streamline financial operations by automating data ingestion and synchronization, significantly reducing the manual effort and time associated with revenue accounting. We closed the session with OneID, a user identity and access management platform for Zuora applications and how it relates to Zuora Revenue. View Presentation | Watch Full Video Zuora Revenue Connectors for NetSuite Watch to learn more Manual revenue recognition is fraught with challenges. It's slow, error-prone, and costly. The ...
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Navigating the month-end close process can be a daunting task for finance teams, especially in subscription-based businesses where accuracy and efficiency are important. The following best practice checklists break down your month-end close activities so that you will feel confident in closing your accounting periods. Each checklist is comprehensive with step-by-step instructions along with video to equip you with the tools you need to close your books. Accounting Close for the Month-End Close Process Follow this best practice checklist for month-end accounting close process in Zuora Billing. Key prerequisites include setting up user permissions and ...
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When it comes to payment transaction logs, it’s important to understand how to properly analyze and interpret the data effectively. In this session, we share our best practices along with a demonstration that will help streamline your process using Zuora tools and features so that you can make the right decisions for your organization. View Presentation | Watch Full Video Payment Transaction Logs within Zuora Billing Watch video to learn more Payment transaction logs allow you to Gain more visibility into communication between Zuora and the gateway See Gateway provider API endpoints See fields being included in our request and fields ...
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On August 15th, we launched our Best Practice Workshop series where our award-winning Global Support team dives deeper into ticket-trending topics. In this session we discussed common Zuora Connector for Salesforce CRM failures and retries. View Presentation | View Full Video System Health Dashboard / 360 Sync Best Practices Metric Description Data Connect Overview (Total Objects Synchronized) The number of object sync requests sent within a specified time range and details of each request, including successful and failed sync. When hovering over each time interval ...
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August 6th marked the last of our monthly OneID office hours. All of our past sessions are in the Community Resource Library where you can review onboarding to OneID with single sign-on, API users, user groups and more. Our last session focused on general Q&A and you can view the highlights below: Update on Deprecation Timeline How come things don't seem to be deprecated until 31 October now? If we didn’t ask for an extension, why would it be saying its not switching off until 31/10? OneID - Multi Org support When will OneID fully support Multi Org? SCIM provisioning When will we have SCIM support for Entra? ...
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@Jo Gray and I hosted a Table Talk session specifically designed for customers - who haven't yet transition to orders and/or invoice settlement - to leverage Zuora's latest features. Learn how to access essential resources to help guide you through a phased adoption of full orders and invoice settlement using our harmonization options. This approach simplifies your integrations, making the transition smoother and more manageable. View Presentation | Watch Full Video Orders Adoption Watch to learn more Reporting - Report on delta metrics of each order action including MRR, TCB, TCV. Notifications based on standard or custom events. ...
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In our latest Revenue Table Talk on July 17th, we focused on discussing the Significant Financing Component (SFC) and Mass Action functionalities within Zuora Revenue. View Presentation | Watch Full Video Tool Tip: In-App Notifications - Quarterly Releases Watch video to learn more We opened the session with a Tool Tip on our new in-app notifications on Zuora’s quarterly releases which is designed to alert users about upcoming scheduled releases, release completions, and ad-hoc deployments through automatic pop-ups and a dedicated notifications icon within the app. Figure 1: Zuora Revenue in-app notification system for ...
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As part of our ongoing support of our upcoming legacy login deprecation , we are holding monthly OneID office hours to answer questions and share some best practices . Additional OneID Table Talks can be found in the Community Resource Library . View Presentation | Watch Full Video Onboarding to OneID Watch video to learn more Do not worry about your existing login, you will have access to your existing credentials for your tenants until August 1st. Your new OneID account will be an additional login to your Zuora applications. Rename your global OneID roles that were imported from your local tenants ...
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Zuora’s Advanced Consumption Billing module offers robust capabilities to manage complex usage-based models seamlessly. On June 18th, the Zuora Community hosted Lukasz Weber, Director of Product Management and Katherine Shealy, Sr. Product Marketing Manager, who provided an overview of the feature along with a demonstration. View Presentation | Watch Full Video What is Advanced Consumption Billing? Watch Video to Learn More Mediation : Accurately capture, transform, and meter usage data Real-time Usage Rating : Provides visibility into charges, overages, or underages before they’ve actually been billed Usage ...
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When you set up Zuora OneID, you have a choice to either use user groups or allow direct tenant access. Below are some guidelines when deciding between the two Use User Groups in OneID To manage and simplify access control by assigning permissions and roles to groups rather than individual users, ensuring consistency and reducing administrative overhead. To control access to resources, applications, and services, ensuring that only authorized users have the necessary permissions. To apply security policies, configurations, and updates uniformly across all members of a group. When you have many users with similar access requirements, managing ...
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We recognize the importance of presenting the right payment methods to boost customer conversion rates across various countries and geographies. At our May 2024 What’s New in Zuora webinar, we shared how our new Payment Forms streamline this process, reducing the need to rely on IT. Additionally we introduced Rules-Based Gateway Routing that enables you to optimize your authorization rates and minimize processing fees by selecting the ideal gateway provider for each transaction. Gateway routing automatically routes transactions based on pre-configured rules, ensuring best performance and cost efficiency. Q&A Highlights Payment ...
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At our May 2024 What’s New in Zuora webinar, we showcased our in-product Benchmarks feature that is designed to help analyze how your business is doing relative to the competitors in your industry by leveraging AI to suggest best practices for specific metrics tailored to each industry. This new feature ensures that business performance and growth meet market standards and that automation aligns with industry best practices. Q&A Highlights Will there be a cost associated with Benchmarks? There's also no cost for the Benchmarks Dashboard. Is there an ability to look at the Benchmark data based on different subscription groups ...
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On June 13th, the Community was joined by Zuora Associate Product Manager, Sheetal Prakash who shared an overview of Zuora’s Billing Connector for Salesforce CPQ which optimizes the quote-to-billing-to-revenue process with reduced bottlenecks and enhanced operational efficiency by eliminating data management complexities. View Presentation | Watch Full Video A Superior Subscription Billing Experience for SFDC Customers Watch video to learn more Pre-Configured Data Mapping with Data Model Alignment: Mitigate complexities associated with point-to-point integrations. Ensure coherence and data integrity while adhering ...
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At our May 2024 What’s New in Zuora webinar, we introduced the Zuora Integration Hub which is where you can access 60+ connectors from one place for leading CRMs, ERPs, payment gateways, and tax vendors. Reduce TCO across the monetization lifecycle Say goodbye to operating costs with the Zuora Platform managing all technical aspects of every integration. Q&A Highlights Would this Integration Hub facilitate data movement between Salesforce CPQ & Zuora Billing? Or is that any roadmap functionality being considered? If you have a data destination not available today, please reach out and let us know so we can evaluate whether we ...
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As part of our ongoing support of our upcoming legacy login deprecation , we are holding monthly OneID office hours with Principal Product Manager, Bharath Marimuthu who was on-hand to answer questions after sharing some best practices from questions asked before the session in the Zuora Administrators group. View Presentation | Watch Full Video Things to Do After Onboarding to OneID Watch video to learn more Do not worry about your existing login, you will have access to your existing credentials for your tenants until August 1st. Your new OneID account will be an additional login to your Zuora applications. ...
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On May 29th, Senior Product Manager @Poorva Oberoi joined us at a Community Table Talk on Invoice Settlement Harmonization where she shared an overview of Invoice Settlement and Harmonization and gave a demonstration. View presentation | Watch full video Invoice Adjustments - What We’ve Heard Watch video to learn more No Control over Payment application Payments always need to be ‘applied’ Once applied, how a payment is applied cannot be changed No way to apply payment at the item level No Commercial documents for credits For issuing a credit, sellers cannot issue a document/ Invoice No Incremental ...
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