About AmyLy

AmyLy · ‎08-09-2018

@ilya_y If you're looking to bill as they have been consumed, many customers take advantage of setting up an usage charge. Usage charges are billed in arrears (after the hours/units have been consumed) and can be set up in various ways. The model you're talking about is a classic model where you load and bill them at the end of a specified period. For example: Your customer is going to be billed $150/hr of consulting services. In July, the customer consumed a total of 6 hours: 2 hours on July 6 3 hours on July 10 1 hour on July 23 You load in the total of 6 hours into Zuora in a usage file on August 1st and when you generate your next invoice, you will see a charge that has the following: 6 hours consumed @ $150 hours = $900 for the period July 1st-July 31st. When you set up this type of usage, you will be able to specify and associate it with an accounting code and revenue distribution model to recognize that within the period they are being billed for (recognize upon invoicing). Here are some additional references: Product Catalog Concepts Charge Models Usage Charges Revenue Models

AmyLy · ‎05-16-2018

@ilya_y - Just curious about a few things as you are starting to set up your Consulting Services product. What time of charge model are you considering? Are you going with a predetermined bucket of hours, billed in advance? The tracking/consumption of those hours is outside of Zuora Are you thinking of a predetermined bucket of hours and any additional hours billed extra after they consume said hours (included units + overage) Are you going with bill upon use where maybe they negotiate a flat fee of $500 bucks for 10 hours and every hour used after that is going to be at a different rate (recurring charge + usage charge) Are you looking at something else entirely?

AmyLy · ‎05-14-2018

This is a fantastic thread! Here's one that I've seen customers use when looking at a lot of invoices: Instead of searching for the invoice using the search bar, click into any invoice from the invoice screen, and just edit the URL with the invoice you're looking for: This tends to be faster for me than searching.

AmyLy · ‎05-09-2018

@EllieMatthewman - unfortunately the password expiry setting is at the tenant-level so there isn't an option to disable for just a single UI user.

AmyLy · ‎05-09-2018

@PaulOSull - the short answer is no on the naming. Here's why: because the subscription has inherited values from the product catalog at a particular point in time, all the details associated (like the rate plan name, for example) are grandfathered in for historical tracking purposes. The only way to get the new name reflected on existing subscriptions is to do a "remove product" amendment and then a "new product" amendment to bring back in the same charge with the updated name. Connect Developer Tools can help you do this with the amendment loader, however I usually warn folks that this is a project and should be done with care since removing and adding things mid-term may cause prorations lines that you would have to explain to customers. While the value of the charge change should net out to zero, sometimes the end customer may still get confused.

AmyLy · ‎05-09-2018

@josemark - there is! To disable the password expiration, do the following: Log in as an administrator account Click on your name and go to "Administration" settings Click on "Security Policies" Change the "Password Expiration" to "Never" Now, having shared this, I'm going to have to state the usual disclaimers. It is recommended that you still change your password on a regular basis for general security purposes. Should your sandbox be compromised, there is no way the Zuora team would be able to recover any lost information you've done in the course of testing.

AmyLy · ‎04-26-2018

@mschmitt1/ @SandyKing/ @heatherkunz, Thanks for all the interest! The Zuora folks are working on user group scheduling for the next few months and we'd love to have something in your area. There are a few things we need to make user groups happen: Minimum of 15-20 customers in attendance A company in the local area to host the event If you would be willing to host, please let me know via private message and we can get the conversation started!

AmyLy · ‎03-26-2018

@Bharath - This may be what you're looking for: Manually Create Revenue Schedules for Subscription Charges If you're looking to recognize the whole amount that would be invoiced for in 12 months ($1,000/month x 12 = $12,000) and have that distributed out across 15 months ($12,000/15 = $800/month) then you may be looking at the Unlimited Recognition Model. Using this model, you'll be able to create a revenue schedule from the subscription charge level without needing to wait for invoice generation.

AmyLy · ‎03-23-2018

Hey @ShahinKohan, So turning this on will add a few additional data sources to your view (both in the Data Sources area as well as Reporting). Here's what it looks like in Data Sources: In Reporting, you can build a basic report using the Orders MRR data source. Here is the filter I use to build a basic one that breaks it down by rate plan charge: Here's an example of what the results look like: Hopefully, this gives you a good start to get in there and experiment with the report!

AmyLy · ‎03-15-2018

@prad - you won't need the subscriptionID because the charge number is a unique value associated with that specific rate plan charge which is associated only with that subscription.

AmyLy · ‎02-17-2018

Response: For this particular scenario, here are the facts: Customer will start a free trial on 1/26/2018 (contract effective date) The customer is not supposed to be billed until 2/9/2018 (service activation date) The way the customer is set up, the charge's billing day is set to default from the customer account (in this case, the billing day on the account level is the 9th to mirror the original service activation) On 2/2/2018, the customer wishes to upgrade immediately to the full version. Here's how to take care of this: 1) Because billing has not yet to occur, you still have the ability to edit the Activation Dates. Go into the subscription and click on the Set Activation Date button. The following screen will appear: Change the Service Activation and Customer Acceptance Date to 2/2/2018 2) Now you will need to make a change which will change when the subscription ends– which should now be changed to the 2nd of the following year instead of the 9th. To do that, you will need to do a Terms and Conditions (T&C) Amendment. Update the term start value to update the end date. When you set the contract and service activation dates for this, make sure to set it to 2/2/2018. 3) The third step is now to update the customer’s bill cycle day at the account level. This is because you have the subscription set to “default from customer account” for the rate plan charge billing day. If you leave it as is, it will use the 9th as the billing day. If you don’t make the change, the bill will be the right amount, but you’ll see it does a funky proration: What you want is this (single line with the term correctly displayed to start this initial billing):

AmyLy · ‎02-17-2018

Question: During a two-week free trial (14-days), we have some customers that wish to purchase during that free trial period. Ideally, we'd like the subscription to start immediately and have that be the new start of the official subscription. How can we accomplish this given the fact that we originally set our product to start triggering upon the Service Activation date?

AmyLy · ‎02-13-2018

Hi @avi91 - I think part of it is the Update Subscription itself. I went through and read a bit and it says that this is supposed to be used for the following: Use this call to make the following kinds of changes to a subscription: Add a note Change the renewal term or auto-renewal flag Change the term length or change between evergreen and termed Add a new product rate plan Remove an existing subscription rate plan Change the quantity or price of an existing subscription rate plan I believe you can use update subscription to change something on the existing subscription rate plan, but you'd need to wrap it up like this: { "update": [ { "chargeUpdateDetails": [ { "quantity": 100, "ratePlanChargeId": "2c92c8f83dcbd8b1013dcce0eb555555" } ], "contractEffectiveDate": "2018-02-13", "ratePlanId": "2c92c8f83dcbd8b1013dcce0ea7e4444" } ] }

AmyLy · ‎02-13-2018

Hi @avi91, So you may be getting this message for a couple of reasons and it doesn't necessarily mean it's an API issue, rather a Zuora behavior. You can only update a subscription's serviceActivationDate if the subscription has not yet been invoiced or an amendment has been created. If you've done either of those, the contractEffecitveDate, serviceActivationDate, and customerAcceptanceDate can not be updated. If the subscription that you're testing is completely new, then you should be able to update that. If the error is still coming up, you'll also need to add in customerAcceptanceDate because the customerAcceptanceDate must be equal to or later than the serviceActivationDate.

AmyLy · ‎02-09-2018

@MaggieL - I was curious if you ever got this working.

AmyLy · ‎02-08-2018

Hey @swoda, I'll help out with that. I think we can consolidate the threads we have via an email on our next call. Best, Amy

AmyLy · ‎01-29-2018

@thooker, for new accounts, the method described above will not work; it is meant more for updating data on existing customer accounts. One thing that customers have done to work with the ID requirement is to do the following: Create the basic account first so you can get a unique ID Use the method described in the post to load in all the other details. Depending on what you're trying to accomplish with account creation, it may be easier to develop thing to do the account creation via API. A third option is if you have Zuora Connect's Developer Tools which does have an Account API Loader which will allow you to create and edit account details via a CSV file. The tool itself does a lot more (info here) and if you're interested, I'd contact your Customer Success representative.

AmyLy · ‎01-26-2018

@ShahinKohan, It sounds like having metrics that can include discounts is important for you. Have you heard anything about Order Metrics? The reason I ask is because if you are able to enable it (with the current known limitations), you are able to access a few data sources that can get you those net numbers.

AmyLy · ‎01-26-2018

The short answer to the questions are: Yes, you can edit the standard reports. No, you will not accidentally save over the default reports. These reports will only allow you to "save as" which means you can edit to your heart's content, and then keep a personal copy that doesn't mess with the out-of-the-box one. Now how would you actually go about doing this? It's fairly simple! Go find a standard report (List of available reports here) and hit the edit button. Once you're in edit view, you can drag additional fields over, or toggle between the summary or detail view to build up both sides. This will be entirely up to you. When that is completed, go up and choose the "Save As" option, input a name, and choose the appropriate folder that you want to save it to. The system will default to your "My Reports" folder. Other resource links Customize a Standard Report

AmyLy · ‎01-26-2018

Question: Can I customize a standard report in Zuora? What happens if I accidentally save over the original report?

AmyLy · ‎01-17-2018

@btemko - I just saw your post, but I got an alert earlier today from the Zuora Status Page here: https://trust.zuora.com/ If you aren't already subscribed, I would recommend getting on the list so get updates.

AmyLy · ‎01-09-2018

Thanks for the post, @Azucena! Super interesting read, especially as someone who isn't familiar with any QA processes at all.

AmyLy · ‎01-09-2018

@mpastore, So changing your customers from evergreen to termed subscriptions will need to be a Terms & Conditions amendment change to all active subscriptions. You can do this via the mass order entry batch upload for amendments, but it sounds like you have access to the Zuora Connect Developer Tool. I find that the tool is much easier to use for these types of large-scale projects. If you're familiar with the tool, I would use the Amendment API loader, export out the subscriptions in question, and then use that data to get it into the right format for importing back for the Terms and Conditions type of update. The key field you'll be changing is: Subscription.TermType which will now be Termed. Things you'll want to consider: The length of your term (many that move from evergreen to termed just stick to a standard 12-month term/12 month renewal and set the subscription to auto-renew) Amendment contract effective date - this is the date the change will take effect and may cause billing implications depending on the types of rate plan charges on the actual subscriptions itself. TIming in general - are you going to be doing a hard cutover date for all existing subscriptions as of a particular date, or are you going to take into account original subscription start date and do it at a natural inflection point (ex. If the subscription was originally started 2-Feb-2016, you'll make this effective 2-Feb-2018), etc. As with all projects, I'd recommend testing in your sandbox first to ensure the basic Terms & Conditions changes does what you expect, and then I'd use the Connect Developer Tool and do a small batch of 5-10 records first to ensure it looks good before doing the big behemoth. Good luck!

AmyLy · ‎01-08-2018

Hi @jingchen, Those 5 listed are the ones that we connect with. Below is a quick summary of the gateway and some considerations you'll need to take into account; not all account updater providers will work with other gateways via Zuora. Cybersource (gateway agnostic - will work with any gateway) -- updates Visa and MC cards American Express (gateway agnostic- will work with any gateway) -- this will only update AMEX cards Vantiv (requires Vantiv as their gateway) -- updates Visa and MC cards Wordpay High Capacity Gateway Updater (requires Worldpay as a gateway) -- updates Visa and MC cards Chase Orbital (requires Chase as their gateway) -- updates Visa and MC cards If you're looking to add account updater services and need a contact at any of our partners listed, let your Customer Success team member know and they can put you in touch with them. Best, Amy

AmyLy · ‎01-05-2018

Hey Kevin, I did a quick test with a few variants of the field name including the following: SpecificUpdateDate specificUpdateDate Specific Update Date All of them gave me an import failure. I suspect you'll need to verify this behavior with the folks in Global Support.

AmyLy · ‎01-05-2018

Hi @jingchen, As per this Zuora Knowledge Center Article: Supported Payment Methods, there are a few gateways where Zuora can support tokenization (aka credit card reference transactions). They are: Adyen CardConnect Chase Paymentech Cybersource FirstData Payeezy GMO IBM Payment Systems Nets Stripe Worldpay You may wish to look at the individual gateway pages to see if there are notes specific to the gateway's integration. That can be found in this Knowledge Center: Supported Gateways List I don't see anything for Braintree tokenization.

AmyLy · ‎01-05-2018

@bolaurent - great feedback here! The one comment I have would be that subscription ID is the unique key for that particular version of the subscription. Once you create an amendment, you will get v2 of the subscription which has a unique ID which may be part of the reason why it currently behaves as it does.

AmyLy · ‎12-27-2017

Just as an FYI, Monique did a Month-end closing process webinar. Check out the video and corresponding slide deck here: [Webinar] Month-End Close Process

AmyLy · ‎12-18-2017

Love this! When are we going to see the next one?

AmyLy · ‎12-12-2017

Zuora has reports in various place and for those working in finance, this article should highlight some of the key reports that will hopefully make your month-end process cleaner, as well as point you to some standard reports you can build on top of to get more details. To look at the individual month's numbers, go into your desired accounting period. To get the AR transactions in one consolidated report: Accounting Periods > Select your accounting period Change to the Balances Tab In the Accounts Receivable section, download the Detail Report This report will give you all transactions within the time frame. You can use Column E (Transaction Type) to filter by invoices, payments, etc. Knowledge Center: Accounts Receivable Balances For Revenue: Accounting Periods > Select your accounting period On the landing page for the summary view, select the Download Revenue Detail This report will give you the revenue booked for the actual month. Knowledge Center: Download Revenue Detail For Invoice Aging for that month: Accounting Periods > Select your accounting period Change to the Balances Tab In the Accounts Receivable Aging section, download the Aging Detail This report will give you unpaid invoices. Knowledge Center: Accounts Receivable Aging To look at overall numbers, we have some standard reports available in the Reporting area as well. Take a look at the following standard reports. The great part about these is that you can save a copy and customize it by adding in additional fields and details that are relevant to your business. The standard report acts as a foundation to build and below we cover several relevant ones. Reporting > Cash folder > Drivers Folder > Invoice aging Running this as a summary report will give you the total for all current invoices grouped in a specific interval for aging: 1-30, 31-60, 61-90, or more than 90 days. Reporting > Revenue Folder > Outcomes Folder > Deferred Revenue Report This will give the total deferred revenue as of today (time you run it). Reporting > Revenue Folder > Outcomes Folder > Recognized Revenue This will provide the recognized revenue during the current and last 3 accounting periods. You can change the default filter to any period you wish. Under the Drivers Folder, there are variations of the deferred revenue and recognized revenue reports sliced in different ways for a particular view. Since there so many, I'll list them out below: Reporting > Revenue Folder > Drivers Folder > Deferred revenue by accounting code - The total billed deferred revenue by deferred revenue accounting code as of today. Deferred revenue by charge type - The total billed deferred revenue by type of charge (one-time, recurring, or usage) as of today. Deferred revenue by customer account - The total billed deferred revenue by customer billing account as of today. Deferred revenue by product - The total billed deferred revenue by product as of today. Recognized revenue by accounting code over time - The total revenue recognized for each recognized revenue accounting code. Recognized revenue by charge type over time - The total revenue recognized for each charge type (one-time, recurring, or usage) over time. Recognized revenue by customer account over time - The total revenue recognized by customer billing account name over time. Recognized revenue by product over time (Summary Report) - The total revenue recognized for each product in each accounting period. Reporting > Revenue Folder > Actions Folder > Current Accounting Period Revenue Detail This is based on the Revenue Schedule Item and provides the details of the revenue being recognized in the current accounting period Reporting > Revenue Folder > Actions Folder > Undistributed unrecognized revenue This will be a report is based on the Revenue Schedule Item and will provide information on the schedules that have undistributed, unrecognized revenue. Other useful articles/links: Zuora Standard Reports Why is there a difference between the Revenue Report and the Revenue Detail download?

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