Blogs

Learn More About and Find Out What’s New in Custom Objects and Fields

By Lana Lee posted 6 days ago
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On May 23rd @Ishir Vasavada , Technical Product Manager- Data Management Services hosted a Product Table Talk where he shared an overview of Custom Objects and Custom Fields and discussed the product roadmap. Standard vs. Custom Objects Custom objects provide more flexibility for storing data and performing operations. Zuora has a list of standard objects for Billing, Finance, Payments and Revenue where they have their own purposes like invoices and usage-based billing. Custom objects are more flexible where you can modify them to your use case. Standard Objects Custom Objects A store of organizational data with differentiated ...
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Exchange Rates and the Gains/Loss Report in Zuora Billing

By Lana Lee posted 7 days ago
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On May 18th, Enterprise Services Manager @Monique Romero   hosted a Finance Workshop and shared her best practices on exchange rates and the gains/loss report in Zuora Billing.    The session began with a Tool Tip on how to setup your home currency which is used to calculate your exchange rates in Zuora and it’s important to enable it if you process foreign currency.  Following the tool tip, Monique dove into the main topic on foreign currency gains and losses. Enabling Home Currency in Zuora To calculate conversion rates in Zuora, you can use the exchange rates posted by the default exchange rate provider, Oanda, or import custom exchange rates ...
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3 Must-Use Tools to Enhance Your Zuora Workflows

By Lana Lee posted 12 days ago
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At our May 18th Workflow Workshop, Product Manager of Platform and Workflow @Karnbir Singh   discussed 3 tools to make managing global constants in Workflow easier and save you a lot of time: 1. Export and Import Global Constants via CSV Rather than copying and pasting global constants, Workflow now has the ability to export a CSV of your global constants from one system and import them to another.    To leverage bulk transfer: Select one or many global constants in one environment and export a CSV  Optionally import a csv with key, value headers.   Easily manage duplicate keys to ensure no data is unintentionally corrupted. ...
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Booking Forecast in Zuora Revenue

By Lana Lee posted 14 days ago
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On May 11th, the Zuora Community hosted a Revenue Workshop on Booking Forecast with Nikki Wong, Senior Director of Product Management where she walked through the steps to setup, generate, and report your booking forecast.  Additionally, Nikki shared a Revenue Tool Tip on how to prepare for an external audit in Zuora Revenue using commonly-used reports which you can read more about here .   Forecasting Forecasting in Zuora Revenue puts an ease on Remaining Performance Obligations (RPO) reporting by doing three kinds of waterfall: Actual waterfall - POBs that have met all revenue recognition criteria  Forecast waterfall ...
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Preparing for an External Audit with Commonly-Used Reports in Zuora Revenue

By Lana Lee posted 15 days ago
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On May 11th, the Zuora Community hosted a Revenue Workshop on Booking Forecast with @Nikki Wong , Senior Director of Product Management where she walked through the steps to setup, generate, and report your booking forecast. Before diving into the main topic, Nikki shared a Revenue Tool Tip on how to prepare for an external audit in Zuora Revenue using commonly-used reports:  For Revenue Reporting: Revenue Insight YTD/QTD - This can be used for Contract Sampling. This report provides all the revenue contracts that have revenue activities for the period.  This includes all revenue posted to the Revenue Accounts. Revenue Contract ...
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Flexible Querying with the Quickstart API

By Lana Lee posted 30 days ago
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On April 27th, the Zuora Community hosted a Developer Experience Table Talk with @Alex Knights , Senior Product Manager of Developer Experience, @Izzy Johnson , Tech Lead Developer Experience and @Wes Mena , Developer Experience Software Engineer on flexible querying with the Quickstart API . The session began with a feature review where Alex gave an introduction to the flexible querying capabilities of the v2 API. There are 5 query parameters you need to know about in order to unlock the flexible querying capabilities of the Quickstart API: Expand, Filter, Fields, Sort, and Page Size. 1. Expand By expanding objects in responses using the Quickstart ...
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How Do I Submit an Enhancement Request?

By Zuora Community posted 04-27-2023
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If you think that your idea can benefit your organization and/or improve Zuora products, we recommend submitting an enhancement request in our Community’s Product Ideas: https://community.zuora.com/ideation-home , for our product team to review. Other people can also view and vote for your ideas. This article also shares best practices on writing your idea:  https://community.zuora.com/blogs/lana-lee1/2021/05/24/have-an-idea-to-improve-zuora-heres-what-our-product-team-is-looking-for You can subscribe to ‘Community News’ for the latest webinars and product updates: https://community.zuora.com/communities/community-home?CommunityKey=5aff528c-0e69-4a3d-a756-fe240ad97b02 ...
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When Will a Support Ticket Be Auto-Resolved?

By Zuora Community posted 04-26-2023
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If a support ticket has been Pending on your response for 3 days, the ticket status will be automatically update to Solved by the ticket system (during these 3 days, there will be two reminder emails sent by the ticket system to remind you for a response). After another 7 days, the ticket status will be automatically updated to Closed . When a ticket is in Solved status, you can directly reply in the ticket or email thread to reopen it. When a ticket is in Closed status, the ticket cannot be reopened again. However, you can follow up with a closed ticket in one of the following ways: If you’re using the web portal to access your support ...
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How Does Zuora Global Support Handle Defect Releases?

By Zuora Community posted 04-26-2023
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After an issue is confirmed as a product defect, there will be an estimated time of arrival (ETA) of the fix release version shared with you in the support ticket.  The release schedule for each release version will be posted by the Zuora Release Management team in Zuora Community - Release Notifications . After the thread of the target fix release version is posted in the forum, the Zuora Global Support team will share the link of the thread with you in the support ticket, and then the support ticket will be marked as Solved. You can join the  Release Notifications group to get updates about the release deployment status, and receive notifications ...
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Revenue Data Backup Effective July 1st 2023

By Zuora Community posted 04-19-2023
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Zuora Revenue backs up data in sandboxes and production instances automatically for customers who may wish to retrieve data as it existed as of a specific date. Customers of Zuora Revenue have the ability to access historical data within a limited time frame from a backup copy. Data backup copies are not maintained indefinitely, and copies will be archived after a period of time as detailed in this policy. Zuora reserves the right to update this policy from time to time at its sole discretion. 1. Live Customers 1.1 Production instance will be backup daily and retain for 4 weeks 1.2 Production instance Period End copy will be store for 78 weeks (in any case ...
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Consumption Revenue

By Lana Lee posted 04-17-2023
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In the past few years, the consumption pricing and packaging model have become increasingly popular among different businesses. While providing flexibility and have been adopting pricing and packaging consumption models which have an effect on the back-end office like finance and accounting and other operations. With limited marketplace options for consumption revenue, we’re excited to share how Zuora Revenue automates revenue recognition for the best consumption models. On March 6th, 2023 we held a Zuora Revenue Table Talk on Consumption with @Mike Chu , Senior Product Manager, @Wing Li Senior Solution Architect and @Nikki Wong , Senior Director of Product ...
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Building Event-Based Workflows

By Lana Lee posted 04-13-2023
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At our April 11th Workflow Best Practice Workshop, we talked with Product Manager of Platform and Workflow @Karnbir Singh   about building event-based Workflows with our newly-released construct where you can select events based on Workflow type:  Near Real Time: For executing flows on single records Batch: For flows with large sets of data (ie DQ, DSE) His team is also working on creating more Workflow types and more ways to obtain multi-object data synchronously.   If you missed the workshop, please review Karn’s overview below.   Zuora Workflow Tool Tip Presentation About Community Workshops ...
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Accounting Periods and Payment Reconciliation with Payment Gateways

By Lana Lee posted 03-21-2023
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On March 15, Enterprise Services Manager @Monique Romero  hosted a Finance Workshop for Billing customers on Payment Reconciliation with Payment Gateways. The session began with a Zuora Best Practice Tool Tip on Accounting Periods which should be created in Zuora and aligned to your GL accounting periods before transacting, so that your JE’s can be created and exported out of the correct period. Please note that to continue with the Payment Gateway Reconciliation, you will need to have your accounting periods created. Learn more about accounting periods in the Zuora tool tip video below: Following the tool tip, Monique dove into how to reconcile ...
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How Zuora Revenue Derived the Amount for Long-Term vs. Short-Term Contract Liability

By Lana Lee posted 03-13-2023
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At our March 9th, 2023 Zuora Revenue Workshop, @Nikki Wong , Senior Director of Product Management in Zuora Revenue shared what’s new in the Zuora Revenue  37.012.00 release and included a Tool Tip on how Zuora Revenue derived the amount for long-term vs. short-term contract liability. Contract Liability is a Balance Sheet account and is subject for short term vs long term classification as per Accounting Guidances.  Zuora Revenue has provided automated short term vs long term reclassification functionality for our customer to address the needs.  During each period end close, customers can initiate the Accounting LT/ST Reclass feature from the main ...
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Best Practices to Query Data in Workflow - Data Access Choices

By Lana Lee posted 03-08-2023
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At our March 7th  Workflow Best Practice Workshop, Product Manager of Platform and Workflow @Karnbir Singh   shared some best practices on how to query data in Workflow. For new Workflow or a veteran developers, it can be challenging to figure out the best way to consume billing data into a workflow and use that data like transforming, processing, doing another business problem within Zuora, or pushing it to another system. Karn shared three ways to access data and when to use them in this Zuora Tool Tip: Object Query + GET APIs Data Source Exports Data Query If you’ve tried any of the above, tell us about your experience. ...
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Zuora Revenue Release Policy

By Zuora Community posted 02-22-2023
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Zuora Revenue Release Policy Version 1.1 The release schedule is subject to change. An exception release may be performed on an as-needed basis at Zuora’s discretion.  If there is no planned scope, a release may get canceled. The release calendar is for Zuora's planned product releases.  For more information on planned maintenance releases that may have service disruption impacts, please see the notifications in the app. Quarterly release updates are planned and may include new features and/or bug fixes. To minimize customer impact for the month-end financial close, Zuora Revenue provides two(2) release date options per quarter. Customers should ...
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Community Email Notifications Overview and Best Practices

By Lana Lee posted 02-16-2023
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Zuora Community email notifications are important to stay updated on the latest product news, maintenance updates, and release notifications.   There are two types of notifications - Discussion and Consolidated:.  Discussion Notifications have content that is specific to just Discussion posts within a Community group. One may select from real-time and digest notifications or opt-out of notifications. Consolidated Notifications have content from across the entire community in a daily and/or weekly digest. There are two types of Daily Digests: Daily Discussion Digests and Daily Consolidated Digests. Daily Discussion ...
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Using Export RC for a Simplified Contract Review

By Lana Lee posted 02-13-2023
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At our February 9, 2023 Zuora Revenue Workshop, Nikki Wong, Director of Product Management in Zuora Revenue gave an overview of Contract Asset vs. Contract Liability in Zuora Revenue which included a Zuora Tool Tip on using the Export RC feature for a simplified contract review. The Export RC feature is a useful tool for accountants who manage contract review and can be found under Workbench in Zuora Revenue.  What this feature does is that it allows the download of all the tabs that you need within the Workbench as opposed to going into every individual tab and downloading them manually. Export RC gives you the option to select the tabs that you need and ...
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Unlock Growth And Revenue With Zuora Central Sandbox

By Kenta Tomura posted 02-08-2023
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What if we told you that your environment strategy wont be a bottleneck anymore?    Check out this on-demand recording to learn how Zuora Central Sandbox enables you that next level of agility to take on initiatives critical to your subscription business.    In this recording, I am joined by Caleb Saunders, Sr. Customer Success Architect,  Dan Ciruli , VP Product Management of Zuora Central Platform, and Zuora customer Emad Issa, Business Process Leader at Absorb Software, to discuss: Agile DevOps as a competitive advantage for  greater growth and profit Zuora Central Sandbox overview how it  benefits different roles  in your organization ...
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Usage Monetization Webcast Takeaways: Recording, Slides, FAQ

By Lukasz Weber posted 02-08-2023
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Did you know that companies leveraging a combination of recurring and usage pricing grew 30% faster than those who don't have usage pricing? Our Subscribed Institute has been benchmarking the most successful subscription business growth patterns over the last decade and thats why were excited to share with you about all of our newest usage charge models! Join Lukasz Weber, Director of Product Management, in this on-demand recording to learn how to: Charge for usage based on any attribute with an Excel-like formula with Multi-Attribute Pricing Detect and charge by peak consumption within any given period with High Water Mark Pricing Create a ...
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