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Currenty the Lockbox App if a payments fails the UI shows the reason it failed.
There is also a "Generate failed" button that gives you a file with all the payments that have failed.
It becomes very difficult to troubleshoot when the number of payments that failed is large since you need to go in the UI one by one to understand the reason. It would help if the failures file had the reason code in it.
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Collect
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Feature Request
Currently, Collections Window is configured to pull only the Mobile Phone number from the Bill To/Sold To Contact on customer account. It will be helpful to also show the Work Phone Number from the Bill To/Sold To Contact. Thanks
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Feature Request
Banks will receive a single check payment for multiple invoices. For Canadian clients this can be up to 50% of all payments. The solution or way to handle this scenario is through the file format or layout. The mock up the file layout on the left that’s what is currently in use. This layout creates a payment per row. So it doesn’t accurately create the 1 payment received but it creates 2 payments, one for each invoice. But if it was structured in a way like on the right, then you can see that 1 Check payment for a total of $4162.75 applies to 2 invoices. So that would correctly create 1 payment record in Zuora that would then apply to 2 invoices. Zuora Invoice Number Payment Amount Check Number Payment Date Check Number Payment Amount Payment Date Zuora Invoice Number INV00708401 395.48 123 10/2/2017 123 4162.75 10/2/2017 INV00708401 (invoice balance is 395.48) INV00707646 3767.27 123 10/2/2017 INV00707646 (invoice balance is 3767.27) INV00709861 464.86 456 10/2/2017 456 5267.97 10/2/2017 INV00709861 (invoice balance is 464.86) INV00710197 423.23 456 10/2/2017 INV00710197 (invoice balance is 423.23) INV00707548 4379.88 456 10/2/2017 INV00707548 (Invoice balance is 4379.88) INV00707705 6930.77 789 10/2/2017 789 6930.77 10/2/2017 INV00707705 1 payment for 1 invoice
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Feature Request
What are the IP addresses that need to be Whitelisted for Configurable Lockbox Configuration
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Feature Request
Hi, We need to chooce the timing for Bank Transfer Electronic Payment, because the payment hub needs at specific hour to send to bank. It's a good idea the ability to choose the start time of payments as in the payment runs. Thanks, Regards, Rina
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Collect
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Feature Request
If those response codes were stored in the Comments field, along with other CPR sourced data, it would open the possibility of designing batch workflows for different type of payment failures.
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Collect
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Feature Request
Statement Generator should be included as standard OOTB functionality. Billing platforms that literally cost a few hundred dollars per month include this as a standard feature. No one should need to purchase Collect for an additional $45k to generate simple account statements (and they also shouldn't have to use the invoice template workaround method).
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Feature Request
Accidentally we created and executed a Statement Run against 300 customers. Some of them were upset. Really looking for an ability to stop\terminate processing Statement Runs.
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Feature Request
There was an idea to enable Merge Fields support in Statement Generator, but this still not working with email templates so for example "Dear <BillToContact.FirstName>" will be emailed as "Dear <BillToContact.FirstName>"
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Feature Request
Every time I delete a template using Template Management it changing Tab to Executions. It's inconvenient.
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Feature Request
Couple things that I would love to see on Configurable Lockbox: - Ability to use invoice sequence numbers instead of Zuora OOTB assigned invoice number. Our customer's only see the sequence numbers and reference these on payments. (Makes it hard to automate this application for our payments application team) - One format for Wires/ACH and checks. Currently we need to create two formats and uploads for payments. One for checks and another one for wires.
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Feature Request