Community - About spaolozza

spaolozza · ‎07-11-2017

Please send details when you have them. I am in Austin but have some colleagues in NY that are Zuora users who may want to attend.

spaolozza · ‎04-26-2017

Sorry - posted too fast - here is the request: Currently, when an ARR wants to email an Invoice to a customer, they are given the option to send to the default email, change the email, or add more emails. However, when they want to send a Payment Receipt email to a customer, they are only given the option to send to the default Bill To contact email (See screenshot below). Is it possible to configure this similar to invoice email where you can change who you want to email it to, or add more email addresses?

spaolozza · ‎04-26-2017

spaolozza · ‎02-13-2017

Hi there - just checking in to see if there's another NY User Group meeting set up?

spaolozza · ‎02-06-2017

Is there anything any of you are using as a workaround for this? We currently would like to pull service dates into our invoice, but there is different logic for service dates on different products. Since we can't pull in the table more than once, we can't use IF THEN statements to pull in diff. service periods...our business hates that we can't put this on the invoice. Would appreciate any insight into a workaround for this.

spaolozza · ‎10-31-2016

I would love to hear an update on this feature. It is highly required and the lack of availability of this feature now puts a huge strain on our AR team, as they have to field a lot of invoice questions. We need the ability to have invoices be a month by month consistent bill for our customers, but at the same time be able to generate a satement of their account activity when there is questions or when a customer is past due and needs to understand why, where their credit balances have been applied, etc. This feature is huge to us, and I'd like to know where it fits on the roadmap for 2017.

spaolozza · ‎10-24-2016

We have a need to pull reporting which shows us the details of a sub before and after an amendment. Right now the reporting we've managed to pull, we can see if something is an amendment based on the version, but the date of the amendment reflects all products. Here's an example of what we'd like to see: SUB XX has a storefront product at $x.xx from 5/1/2016 - 5/1/2017 and on 6/25/2016 a Featured Vendor product was added and the rate is now $x.xx We opened a support ticket and were told how to pull something from data sources, but Revenue Recognition has to be turned on and set up to use this, and we do not use the rev rec feature right now. We feel there should be a way to pull this data without using Revenue Recognition.

spaolozza · ‎08-12-2016

I would hope that by inclusion in 2017 roadmap, you mean a release within the first quarter.... This is such a standard requirement for most companies, and we are also experiencing a lot of pain not being able to generate this for customers. Our AR team is definitely shocked that this functionality doesn't already exists and they know requests for statements will ramp up in January for tax season, so getting this implemented before or by then would really be ideal. If anyone has a good workaround for this, please share. We've been told by support that we can do a data export, but we can't save that as a canned report, and we've had an issue with trying to pull via reporting, because if a payment attempt has never been made, those accounts do not get pulled into the report.

spaolozza · ‎07-08-2016

We would like to part of this program. We currently are in dire need of the ability to close accounting periods and reverse IIAs within those closed periods. We requested this feature and were told it was turned on, only to find out later, it was only to adjust in current accounting periods (a feature we already had).

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Re: Potential User Group in NYC: September 13

Re: Allowing edit of email recipients for payment receipt email

Allowing edit of email recipients for payment receipt email

Next meeting?

Re: Allow repeated tables in invoice template

Re: Customer Statements

Report which shows the details of a Sub before and after an amendment

Re: Customer Statements

Re: Limited Availability Program Hits the Community