Community - About leemariemcmahon

leemariemcmahon · ‎08-20-2019

We do, we schedule the sync, so certainly possible to build a custom interface. Sorry, unaware of any third party tools but would check out the Marketplace. You'll likey find an app there. Best of luck!

leemariemcmahon · ‎08-13-2019

All great points Marcie, unfortunaltey we're still considering Multi-Entity ops but thanks for being a trailblazer! best, Lee Marie

leemariemcmahon · ‎06-25-2019

When anniversary billing is used for late renewals, I would like to be able to use the update Z account button to update BCD, cheers Lee Marie

leemariemcmahon · ‎05-22-2019

When I use the update Zuora account details button in CPQ on renewal quotes I would like it to add the new contact not replace old bill to/sold contact records I love the button but so uncomfortable with the loss of data that i am hesitate to use it for my renewals and may resort to manually adding contacts instead Is that possible ? Thanks for vetting the ask, best Lee Marie

leemariemcmahon · ‎05-22-2019

leemariemcmahon · ‎04-12-2019

Is this live?

leemariemcmahon · ‎01-28-2019

Thank you Zuora PROD TEAM !!! RE: Zuora Release 237 What’s New, January 2019 - Zuora A new billing rule called "Do not send $0 items to external tax engine for tax calculation" has been added to Billing Settings > Define Billing Rules. You can use this billing rule to control whether to send invoice items with zero amount to external tax engines for tax calculation. By default, this billing rule is set to No. https://knowledgecenter.zuora.com/AA_Whats_New/AA_Zuora_Release_Notes

leemariemcmahon · ‎11-18-2018

We currently use Zuora to email invoices but an increasing amount of our customers are asking us to upload zuora invoices directly into their payment portals. We have isolated these accounts in a single batch as they require special handling but it eats away at our operational efficiency becasue we have to log into each portal & manually upload each invoice individually. I believe in making it easy for people to pay you, so we will continue to upload our invoices into our customer's accounts payable portals but is there a better way to handle these requests ? They are on the rise. Thanks!

leemariemcmahon · ‎11-09-2018

leemariemcmahon · ‎04-26-2017

I love Zuora! Subscribed is an unbeatable opportunity for personal development! The Breakout sessions hold the keys to every organization's success I can't wait to hear about new product releases and further my knowledge of Z if I'm lucky

leemariemcmahon · ‎08-12-2016

This would greatly help recon & provide piece of mind in an instant !!

leemariemcmahon · ‎06-14-2016

Would like to set up parameter to filter cancelled accounts prior to sending 30 day cc expiration warning to our entire historical customer base~ (Sending reminders to canceled accounts, creates confusion & clogs support lines for active customers with former customers) Z support recommending setting up communication profiles to filter off canceled accounts (solve also applicable to Enterprise/Partner & Net 10 customers) but a bigger build still in development Does any else filter for active subscription versus cancelled subscriptions on email notifications? Not seeing editable parameter in Z-Payment Settings>Setup Notifications and Email Template > Payment Method Expiration | 30 Day or Knowledge Center > RBM Solutions > Notifications > Create and Edit Email Templates THANKS , Crossing my Fingers !! There's an easier fix ...than building a half a dozen communications profiles; appreciate the advise !

leemariemcmahon · ‎05-13-2016

On the Subscription landing page there is a setting to invoice subscriptions separatley Configuired our system to defualt to No but can manual change to yes when there's a needed Hope that's helpful

leemariemcmahon · ‎05-02-2016

You've just saved me hours of trolling; perhaps once they manage all the tables on invoice; it won't be too long before we can exclude 0$ line items from the Avalara export Thank you Jacob, really appreciate your expertise !!

leemariemcmahon · ‎05-01-2016

Does this Z setting filter off zero $ line items off invoice PDF only or can it be manipulated to filter zero line items off the Avalara Connector export ? Please let me know where this setting is ~Thanks so much !!

leemariemcmahon · ‎05-01-2016

RE: In Z-Billing we can set up an invoice not to display zero value invoice line items,~~~Does this address problem below? Where is this setting ?~~thanks!! If We have Nexus in that state even when that line item has zero $ value;the Tax Calculatoins are the same Avalara calculates any applicable tax (state,county,city,special tax) against the zero dollar line item and charges me for those transactions if they are the greater of the line item count,tax call count or invoice count To reduce the operational cost on zero dollar revenue : Can I filter for Zero on line item prior to using the Avalara Connector ? I'd love a Z setting that states: if the line item or even the total value of invoice = 0 do not import line item into Avalara Connector Thanks,

leemariemcmahon · ‎04-29-2016

If We have Nexus in that state even when that line item has zero $ value;the Tax Calculatoins are the same Avalara calculates any applicable tax (state,county,city,special tax) against the zero dollar line item and charges me for those transactions if they are the greater of the line item count,tax call count or invoice count To reduce the operational cost on zero dollar revenue : Can I filter for Zero on line item prior to using the Avalara Connector ? I'd love a Z setting that states: if the line item or even the total value of invoice = 0 do not import line item into Avalara Connector Thanks,

leemariemcmahon · ‎04-25-2016

Thanks I will let team know: Possible to enable filters ie: a specific batch a specific type e.g. Enterprise a specific payment term Super Cool !!! However we need to set up communication profiles (we currently have none, just default) Understand the change needs to occurs at the account level too but we can use API calls to mass update individual accounts REALLY APPRECITATE YOUR HELP JACOB & VICTOR !! ~communication profiles are a big extra step( We have about 25k accounts) but once configured perhaps we could use for markieting promos too Can take this back to team CHEERS to you both !!!

leemariemcmahon · ‎04-25-2016

# Happy Business Buzz Back on So if I filter on say Batch 5 these notices only go out to Batch 5 customers ? Like wise if I filter on Net 10 default payment method i can filter off those cusotmers ? Wow ,

leemariemcmahon · ‎04-25-2016

Sorry hit road block: Can we filter on who AR Aging Notifications go out to ? We do not want the same notifications going out to Enterprise & Net 10 customers as our standard customers. Enterprise bills in separate Batch so could customize by Batch # if thats a feature, unfortunaltey net 10 customers are peppered throughout all Batches Thanks in advance, again !

leemariemcmahon · ‎04-23-2016

Brilliant, thanks your instructions are easy to follow ! I'll ask team to test multiple iterations +30,60,90 days in sandbox to understand the customer experience before launch but thanks so much for the advise !

leemariemcmahon · ‎04-22-2016

Can we customize template to also send at +60 + 90 Days AR ? Thanks !

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