We have a series of reports in Zuora that we use to extract the customer payment data to post into our GL. I've discovered that these reports currently contain the name of the GL Account, but not the Account Code for the GL account (ie. 10000). As a result we have to manually manipulate the Zuora data before we can post it.
GL Accounts are set up in Zuora, so we'd like the ability to join the GL Name and GL Number to any Payment-Based report.
Issue: Ability to see which products in a search result list view are expired
Reference Number: DE8665
Business Need: When search result contains a lot of products, it is very difficult to view it in Expanded View. List View provide a simply UI, but this view didn't have status column. Without status, it is not so helpful for customer's review.
Feature Request: Ability to customise subscription names instead of the default [Account Number Prefix]-S0000XXX
Business Need: We would like to have some way to determine how the subscription name is auto generated as changing the Account Number Prefix changes the Subscription Naming convention also.
Ability to create a Discount-Fixed Amount or Discount-Percentage type of ChargeModel for a ProductRatePlanCharge using APIStatus: Implemented
Feature Request: Ability to create a Discount-Fixed Amount or Discount-Percentage type of ChargeModel for a ProductRatePlanCharge using API
Reference Number: DE7316
Currently, when multiple ProductRatePlanCharges with a ChargeModel type Discount need to be created, the only way to do it is using the UI. When there is a large amount of this ProductRatePlanCharges this becomes tedious and time consuming, allowing the API to mirroe the UI functionality will greatly improve efficiency.
Ability to have a renewal notification that goes out to subscriptions that does not have a $0 balance.Status: Under Consideration
Feature Request: Ability to have a renewal notification that goes out to subscriptions that does not have a $0 balance.
Reference Number: DE10605
Business Need: Renewal notification that goes out to subscriptions that does not have a $0 balance.
Use case: Customer Z have partners who in most cases do not have subscriptions in their own right but who pay for their customers. Their customers are set up with the subscriptions and they invoice owner set to the partner. The customer can be subject to a discount for purchasing but the partner gets discount on the customer price for selling on behalf of Customer Z. So for the partner they need to be able to clearly distinguish which discount relates to the customer and which relates to them.
DE8328 is currently under evaluation to enhance how Invoice Template categorize Discounts and have its sum separately.
It would be great to be able to set the subscription name in the REST subscribe() API call.
HubSpot would like to use this field as a mapping to their own database and they rely heavily on the REST APIs.
In our latest release [R175] we have introduced a new account search feature. This search provides the following:
Improved performance and new advanced options for customer account search
We've given you more power to quickly find the right customer accounts:
- Advanced search options: Narrow your search range by specifying customer account field and type of search (starts with, contains, or exact match)
- Improved performance: Search results are returned more quickly, especially when searching large number of accounts.
If the 'Custom Field' permission is enabled in your tenant settings, the advanced search option 'Custom Field(s)' will also be available. Selecting this option will perform a search across all of your custom fields at once.
See Finding Customer Accounts for more information.
We value customer feedback on all of our upgrades. Please provide us with your thoughts on this new account level search feature.
Our organization needs to be able to capture multiple notes associated with a customer and be able to view them to know all the interactions with the customer.
For the Billing Operations organization that uses Zuora, it's necessary to view for each account, a history of all those interactions, for example - all the notes and comments entered for any of the transactions, would be in a single folder, similar to the other transactions.
There would be the user entered note, with the date that it was submitted, so at a glance the CSR can view the history with the customer and be prepared to react.
This will improve the customer and user experience.
Allow ability to amend a subscription dated into a period where a bill run has already been executed but there was not an invoiceStatus: Implemented
Feature Request: Allow ability to amend a subscription dated into a period where a bill run has already been executed but there was not an invoice
Reference Number: DE5534
Issue description: Customers cannot cancel a subscription or remove a charge from the subscription on the subscription start date once the subscription has been processed by a bill run with a target date later than the invoice through date of this subscription. For example, a subscription with an annual charge starts on 01/01/2011 and an invoice was generated for the period from 01/01/2011 - 12/31/2011. If a bill run was processed against this account with a target date later than 01/01/2012, even if there is no invoice generated, the subscription cannot be cancelled or no amendment cannot be created with Contract Effective Date as 01/01/2011.
Business Need: Some customers would like Zuora to support Balance Forward accounting so that they can cancel a subscription or amend a charge on the subscription start date even the subscription has been processed by a bill run with a target date later than the invoice through date, so that without modifying the invoice, there will be a negative invoice generated.
Workaround: Process an amendment that would "add" the same Product Rate Plan and set the price to the same NEGATIVE amount.
Feature Request: Ability to add the RatePlanChargeID to the Mass Order Entry Export
Reference Number: DE2676
Customers would like to have the abiltiy to report on all charges that have been booked but are not yet billing. Zuora has developed a solution to leverage the mass order entry export to provide this information, however, we do not have the ability to put the invoice date (from the invoice object) because the Mass Order Entry Export Does not provide the RatePlanCharge ID it provides the RatePlan Component ID which is a value not used by any of the APIs. We would suggest chaning this attribute to be the RatePlanChargeID of the charge.
Ability to Remove "Auto Price Uplift" After a Certain number of Renewals Occurs
We typically use this feature for initial renewals only which then requires us to use an update call to remove the "auto proce uplift:. Would like to avoid needing the update call altogether by being able to set the # of renewals that the price uplift should apply to
Feature Request: Go back to the subscription page rather than the Amendments list after deleting an amendment
Status: under evaluation
Reference Number: DE5399
Business Need: If you navigate into a subscription detail page, click one of the amendments, delete the amendment, you will return to amendment list page. Customers are requesting to return back to the subscription rather than the amendment list.
The current GetSubscription REST call returns the lastchange type of the rateplan. This doesn't allow for us to determine the active charges when we have future dated amendments and using this call to show customers current subscription. The REST API call should include the effective for all charges: past, current, or future charges.