About WD-kenlee

WD-kenlee · ‎09-28-2017

Hi there, Is there a way for us to just run a report without saving? We do a lot of ad-hoc reports that are one-time and it seems like an additional step to name the file and then run the report. Thanks!

WD-kenlee · ‎02-21-2017

I am trying to look for a one-time charge mail merge field for the quote template. Does this not exist? Ideally, we would like to have a quote charge summary for our customers to sign stating what is a non-recurring (one-time) charge and what is a recurring charge. Please advise if this is in the product roadmap or there is an alternative solution to this.

WD-kenlee · ‎10-27-2016

sherrigriggs, We also run into this problem as we bill for overages in arrears and recurring charges in advance. Our solution for this after running the billing for the month, I run the revenue detail report and find the GL code for usage or overage charges. This should give you a total of the overages that should be in the prior month accounting period. On our general ledger, we would book a reversing entry for 9/30: DR Unbilled A/R CR Overage Revenue On 10/1, the journal entry to reverse would be: DR Overage Revenue CR Unbilled A/R When you book the entry from Zuora, the overage revenue should net to zero in October. This will ensure that the overages are recorded in the proper billing period without screwing up your A/R balance for balance sheet reconciliations.

WD-kenlee · ‎10-27-2016

Hi Monique, I can't even get to point #1, as there is no historical MRR data that lives at the subscription level. Which is why I need more guidance...

WD-kenlee · ‎10-27-2016

Hi there, I've been tasked by one of our Customer Success managers to prepare a report, but not sure if it can be accomplished with Zuora reporting. Needs: 1. Beginning MRR of initial subscription and ending MRR at time of cancelation 2. Average monthly bill 3. Date subscription canceled 4. Date contract should have renewed (example: customer canceled on 1/1/17, but the renewal date was 8/1/17) Explanation for needs: 1. Need to understand the customer MRR changes throughout subscription life 2. Were there any overages during the subscription term 3. Did they fulfill their full commitment? 4. Did they cancel prior to term? Thanks!

WD-kenlee · ‎10-25-2016

Hi Rolando, Looking at your solution to cancel and recreate the subscription, this would cause issues in reporting, correct? There would be artificially higher new MRR and churned MRR -- for example, higher MRR in August, canceled MRR in September, and new MRR in October. I still think there should be a way for us to change subscription start/end dates after billing without the need to reopen accounting periods. As an accountant, I want my historicals to be locked and not changed.

WD-kenlee · ‎04-28-2016

What we've done is remove the existing product (subscription) and add a new product (Early Termination Fee) with a different Accounting Code to track the different types of revenue, One-time vs. Recurring. What this will do, if it's a prepayment, it'll create a credit for the remaining months and charge the early termination fee. You'll most likely have a credit that you will owe to your customer if they are only liable for 50% of the cost and you've billed them in advance. Hope this helps!

WD-kenlee · ‎04-21-2016

I was at Subscribed 16 and had a chance to test drive the new reporting. Is there a way for us to get access to this reporting for our tenant? Thanks!

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Run Report Without Saving

One-Time Charge in Quote Template

Re: Rev rec in service period

Re: Customer Metrics

Customer Metrics

Re: Change subscription start/end date after billi...

Re: Early Cancellation Fees

Re: Reporting v1.2 is now available