Blogs

4 Essential Zuora Reporting Tools for Zuora Billing and Revenue

By Lana Lee posted 13 days ago
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Zuora Reporting provides a comprehensive view into the financial and operational health of your subscription business. Here are 4 tools recommended by Zuora's Managed Services team to help gather metrics to help you make strategic decisions and gain insight into your system health. Learn more about each tool by clicking on the video icon to watch the session recording. 1. Data Query With the flexibility of SQL, you can use a single data query to retrieve data from multiple objects that have not been pre-joined by Zuora. 2. Analytics Analytics provides a pre-computed library of essential subscription ...
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Save Time and Revenue with Zuora Managed Services

By Lana Lee posted 13 days ago
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Zuora Managed Services provides an operationalized service to manage your Zuora installation by overseeing day-to-day activity, monitoring Zuora processes, and addressing issues that surface. The team of 20+ members works with other back-end Zuora teams as needed in response to production issues. ⇒ Click on the video icons to learn more What We Do Availability 24/7/365 Team of Teams to collaborate with support, product specialists, application support engineers, and subject matter experts to optimize service Collaboration as an extension of your IT/financial team Monitoring, alerting and incident management ...
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Application Lifecycle Management: Best Practices to CI/CD with Zuora Billing and Payment Processes

By Lana Lee posted 17 days ago
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At our November 7th Table Talk, we were joined by product managers Aparna Unnithan, Prachi Bhatia, and Karn Singh who gave an overview of Application Lifecycle Management and best practices to CI/CD. Part of our deploy-faster initiative is investing in a full suite of tools to help your IT team to improve testing and deployment agility: Application Lifecycle Management Data Management Tenant Management Support Management Application Lifecycle Management Watch Video Application Lifecycle Managemen t allows you to manage your users, data, and environments to ensure testing agility and ease of deployments.Part ...
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AskZuora: The Future Told Through Conversational Analytics

By Lana Lee posted 10-31-2023
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Imagine this: You're a finance leader at a fast-growing SaaS company. It's Monday morning, you're sipping your coffee, and you're faced with a dilemma. You need to compare this quarter's MRR (Monthly Recurring Revenue) with the same quarter from last year to evaluate performance. Normally, you'd open multiple tabs, run complex queries, or even wait for the analytics team to get back to you. Not anymore. With AskZuora, you simply type in your question and get your answer. We've been working tirelessly behind the scenes to take the power of Zuora's analytics capabilities and make it even more accessible, intuitive, and user-friendly. That's how AskZuora was ...
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Best Practice Checklist: Year-End Close in Zuora Billing

By Lana Lee posted 10-27-2023
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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 term to reflect the desired accounting codes. This best practice checklist walks through each step from video shorts from October 2023’s Finance workshop Preparing for Year-End Close in Zuora Billing . What you’ll learn: Overview: Year-End Close Prerequisite: Restate Accounting Codes In Zuora To Align To Your Gl Chart ...
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Best Practice Checklist: Community Engagement Basics

By Lana Lee posted 10-27-2023
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Strengthen your Zuora foundation with best practices from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on Zuora Community Engagement Basics starting with navigating community groups to adjusting your email subscriptions and following contributions of other members. Engage With the Others Without Writing a Single Post Community Groups are where product conversations happen and you can still be a part of it just by reading content and clicking links. From the homepage, there are different paths you can follow to get started. □ Read a discussion post or blog article ...
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OneID: Your Key to Secure Identities & Streamlined Controls

By Lana Lee posted 10-25-2023
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Zuora OneID, hosted on one.zuora.com, is a centralized User Identity and Access Management service that helps you manage user access and provisioning across Zuora tenants in your organization. You can use Zuora OneID as a single entry point to access different Zuora tenants with one click. On October 24th, Senior Product Manager @Bharath Marimuthu joined us at our Community Table Talk where he gave an introduction to OneID as well as the following: Onboarding Process Identity Federation User Groups OneID with Revenue OneID Roadmap Learn more from the presentation and video below . Introduction to OneID | Watch Video Zuora OneID is ...
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Demonstrations: Workflow Types and Monitoring

By Lana Lee posted 10-24-2023
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This October, our Workflow workshop was focused on demonstrations and answering your questions which included a demonstration on Workflow types and sharing how to use Workflows to monitor, control, and report your Zuora processes. Workflow Types (Video) Before building a workflow, a best practice is to think more about your scenarios and map out end-to-end what you’d like to achieve. The first step is to leverage Workflow Types which will help you plan your use cases and build more efficient and optimized workflows. In the past, we discovered that users who didn’t dedicate time mapping out their scenario and added a Workflow into production, found themselves ...
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What’s New in the 37.015.00 Zuora Revenue Release

By Lana Lee posted 10-18-2023
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We’re excited to share with you what’s new in our latest Zuora Revenue Release including Restyling of the Zuora Revenue Profile Menu UX Enhancements Schedule Jobs Submission Revenue Sync Page Filters Reporting Update - Current Period Summarization Job Phase Out New Data Query With Cross Joins Best Practice Tool Tip: Post Summarize Data Before diving into the enhancements, Senior Product Managers Vivek Ganesan and Ramesh Mettupalayam Sadasivamoorthy shared a Revenue best practice tool tip on Current Period Post Summarize Data. One would normally see this particular job in your period close template and it may also be a part ...
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Preparing for Year-End Close in Zuora Billing

By Lana Lee posted 10-13-2023
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The year-end close process is a critical part of every organization and it’s important that it’s done correctly to ensure accurate financial reporting and strategic planning. At our October Finance workshop, Enterprise Services Manager Monique Romero walked us through preparing our books for year-end close. Best Practice: Align Your Accounting Periods (Video) To create and export your journal entries out of the correct period, accounting periods should be Created in Zuora Aligned to your GL accounting periods before transacting LEARN MORE Watch Video | View Presentation Aligning Accounting Periods Year End Close- ...
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UI Actions, Approval Tasks Through Email and Collaboration Tools, and the New Approval UI

By Lana Lee posted 10-02-2023
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At our September Workflow workshop, @Karnbir Singh Product Manager of Platform and Workflow shared the latest developments including a new workflow type called UI Action which allows non-admin users to run workflows within Zuora Billing and enhanced approval capabilities like Zuora Inbox and other delivery methods as well as single-action links. If you missed the session, check out the presentation here and videos below which includes a demonstration. New Workflow Type: UI Action UI Action is a new feature that is a native crossover from Workflow to Zuora Billing, allowing Workflow admins to easily install a button allowing Billing users ...
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Foreign Exchange Management for Sales Orders, Invoices and Credit Memos in Zuora Revenue

By Lana Lee posted 09-25-2023
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In Zuora Revenue, there are primarily four scenarios of foreign exchange management where Zuora Revenue provides reports in different currencies for you to view and translate into revenue values for each scenario: Sales Order vs. Invoice Invoice vs. Credit Memo SSP Allocations in Multi-Currencies Revenue Contract Posting to General Ledger As each scenario is important in foreign exchange management, we will separate the topic into a two-part series part 1 will focus on sales order vs. invoices and invoice vs. credit memo this month (September) and part 2 in November will round out the series with SSP allocation in multi-currencies revenue contract ...
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Revenue Feature Updates for CA/CL and LT/ST Reclass and the Automated Revenue Release Check

By Lana Lee posted 09-25-2023
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Last month, we shared What's New in the 37.014.00.00 Zuora Revenue Release and we wanted to share some additional updates since then. Continue reading or watch the video . CA/CL Reclass and Long Term and Short Term Reclass Because automated CA/CL reclass and LT/ST reclass MJE creation is not enabled on production environments as part of the 37.014.00.00 release, Zuora will enable this feature as per the below plan: If your quarter ends in September, this feature will be enabled in your production environment by mid of October 2023. If your quarter ends in October, this feature will be enabled in your production environment by mid of November ...
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What’s New with HTML Invoice Templates (2023)

By Lana Lee posted 09-22-2023
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We last introduced HTML Invoice Templates to the Zuora Community at our December 2021 Table Talk with additional resources in our HTML Invoice Template community group. Fast forward to September 2023, we have several exciting updates which we shared in our most recent office hour with Alexis Camanga, Associate Product Manager, Dong Han, Software Engineering Manager, and Tony Shen, Senior Software Engineer. If you missed this session, please see the video and presentation below . We've also posted the session's Q&A in the HTML Invoice Template discussion group here . Zuora Tool Tip: Zuora Data Schema The Data Schema on the ...
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Revenue Recognition Prerequisites for Month-End Close in Zuora Billing

By Lana Lee posted 09-20-2023
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Making the proper preparations for your month-end close process is an important step to avoid common mistakes and other pitfalls. In our September finance workshop, Enterprise Services Manager Monique Romero shared an overview of prerequisites one should take for month-end close for accounting close and revenue recognition. → VIEW THE PRESENTATION Revenue Recognition Prerequisites for Month-End Close Setup revenue automation start date (RASD) Setup revenue recognition rules Configure codes and revenue recognition rules on product rate plan charges Prerequisite 1: Setup Revenue Automation Start Date Revenue schedules will only ...
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Accounting Close Prerequisites for Month-End Close in Zuora Billing

By Lana Lee posted 09-20-2023
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Making the proper preparations for your month-end close process is an important step to avoid common mistakes and other pitfalls. In our September finance workshop Reviewing the Month-End Close Process , Enterprise Services Manager Monique Romero shared an overview of prerequisites one should take for month-end close for accounting close. → VIEW THE PRESENTATION Accounting Close Prerequisites for Month-End Close Setup user permissions and roles Create accounting periods Creating chart of accounts Configure aging buckets Set up accounting codes Configure Segments and segmentation rule Prerequisite 1: Setup Permissions and Roles ...
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Reviewing the Month-End Close Process in Zuora Billing

By Lana Lee posted 09-20-2023
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There are many steps in the month-end close process as well as prerequisites to prepare your books before you begin. This month in our Finance workshop, Enterprise Services Manager Monique Romero gave step-by-step instructions on the accounting close process and the month-end close prerequisites needed for accounting close and revenue recognition. → VIEW THE PRESENTATION The Accounting Close Process The accounting close process is accomplished in the following steps that we will break down: Set accounting period to pending close Run trial balance Review accounts receivable aging detail Reconciliation Exercise – Payment/Invoice Close ...
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Configurable Regions and Subregions in Zuora

By Lana Lee posted 08-24-2023
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On August 22nd, @Shakir Karim , VP of Product Management for Zuora Platform shared an overview of Configurable Regions / Countries in Zuora which is currently an early access feature that is still looking for users who are interested in trying it out and sharing feedback with the team. During that session, he also gave a sneak peak into Configurable Subregions (States/Provinces) which is next on the roadmap. Review the video and presentation here . Across all of our core applications, Zuora had provided a hard-coded country, state, and province list preventing customizability. Customers would transform Zuora values as downstream to support customizability ...
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What's New in the 37.014.00.00 Zuora Revenue Release

By Lana Lee posted 08-23-2023
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On August 17th, Vivek Ganesan, Senior Product Manager of Revenue gave an overview of what’s new in the 37.014.00.00 for Zuora Revenue. The session began with a tool tip on the ‘Reporting Summarize Current Period’ job that is planned to be phased out in Q4 2023. What this means is that with ‘Real Time Summarization’ enabled, the summarization job is not required to be run. Additionally, this job may also be part of your Period Close Template. We recommend the following: Stop running the ‘Reporting Summarize Current Period’ job Remove this job from your Period Close Template Configuration Navigation : Policies > Period Open/Close Template ...
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Best Practice Checklist: Zuora Community Basics

By Lana Lee posted 07-26-2023
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Strengthen your Zuora foundation with best practices from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on Zuora Community Basics starting with your profile to subscribing to essential groups that keep you posted about product releases and maintenance. Make the Most of Your Community Profile Often overlooked, completing the community profile opens up a world of opportunities to network with others, find events catered to your role and product interests, and discover collaborative opportunities with Zuora. □ Upload Profile Picture Build Out Your Community ...
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