About kcavanaugh

kcavanaugh

Hello, thanks for the update, is that release still on target for this month?

kcavanaugh · ‎06-18-2019

We need to create a Workflow based on the Batch of the Invoice Owner (not always the Parent Account in our use case). Today, there is no ability to get the Batch, but only Invoice Owner ID.

kcavanaugh · ‎12-17-2018

Hi all - checking in on this request, will this be added to Zuora Collect? Thanks.

kcavanaugh · ‎11-30-2018

Hello, I was just trying to do the same thing, our use case: we want to alert teams when new Product Rate Plans are added to the catalog. I can set up a daily report to send a CSV with all PRPs that have Created Date = TODAY but I do not want to send an empty report, and only want to send if in face there is a PRP that meets that criteria. Seems pretty straightforward, any other solution path here if this 'Only send if not empty' is not on the enhancement roadmap? Thanks.

kcavanaugh · ‎11-28-2018

Was trying to generate an Email History ' Recipient Email' report and found this request ...this is becoming increasingly more important to our business as well, curious if this is still being considered?

kcavanaugh · ‎11-21-2018

Checking back on this thread as we just got a request from our auditors: We need a report that shows all Zuora users who have used the Administrative Permissions - Create Users, Manage Users, and Manage User Roles This is crucial to our business, and it's frustrating that once again we need to tell them this is not possible.

kcavanaugh · ‎11-19-2018

Hello, We rely on ' Use Email Template Setting' to be set to 'Yes' to support downtstream business processes. Today, this is unchecked/set to 'No' by default when manually sending invoices and our billing team has to update this to 'Yes.' Understandably, this is sometimes forgotten and disrupts our normal processes. I have submitted two Support tickets 1) Asking if we can set this to 'Yes' by default, answer was no 2) Asking if we can query that field in reporting to determine what invoices may have been missed, answer was no. Next effort is to requset as an 'Idea' here, would really appreciate if we could update these settings! Thanks.

kcavanaugh · ‎11-02-2018

Hello, For larger (non Self Service) customers, we issue invoices 30 days in advance of their set renewal date to assure they have adequate time to pay prior to that Term Start. In order to issue these invoices in advance, we need to perform a manual future dates bill run that adds a Renewal amendment to each of the relevant subscriptions. We run into an issue when we are doing any price lift upon renewal. This action lock that Subscription so any change during that 30 day period requires manual work arounds and duplicate Subscriptions to bill for anything purchased during that time. My ask - is there a way that we can issue a renewal invoice (with that higher price) without completely locking the Subscription? I know there are other billing platforms that have an 'Advanced Invoice' capability where an invoice can be issues for a future renewal but the actual renewal is recognized upon the actual Term Start Date and not the date the invoice is issued. Thank you.

kcavanaugh · ‎10-11-2018

Thanks @lukasz - certainly understand that it's a large effort to make sure that 100% of system changes are being tracked. Based on the responses and need for this feature, has a phased approach been considered? For example, not being able to see who created a user or who updated user permissions is a big issue during our audit reviews. I expect there are other customers that may value having this audit log feature for Administration changes as soon as possible even if that means waiting for full system audits.

kcavanaugh · ‎10-08-2018

We are working with our ops team to reduce the number of manual account updates that their team has to perform, particularly related to editing Contacts or adding e-mails to the 'Additional E-mails' text box. Our hope was to create a specific profile for our Collections team to allow them to make changes to these fields. After looking at potential options, it seems that both Contact edits and 'Additional Email' edits are both grouped under the 'Modify Account' permission that also give access to ANY other field on an account level. Some of the custom Account fields we have created have end user provisioning impact, so from an audit perspective we cannot grant access to these users to edit all fields. I would like to request added functionality to be able to separate the permissions to edit contacts/addtl e-mail text box from the full 'Modify Account' permission set. This would be a big help to the efficiency of their team.

kcavanaugh · ‎10-08-2018

We are wondering if we would be able to create a coupon that would be validated and applied only if a customer meets or exceeds a specified Qty on a specified Charge, for example, 5% discount if they have 10 Chat agents. I see there is an option for Custom Field valudes to validate, do those need to be entered by the customer, or can we pull them from the customer Subscription information? Other validations we are interested in are validating based on a billing cycle or payment method. Thanks.

kcavanaugh · ‎09-05-2018

@christopherduke Sweet sweet victory!

kcavanaugh · ‎07-31-2018

@lukasz Checking back on this request from another round of auditor requests that we are having trouble completing, any update on status would be appreciated, thanks!

kcavanaugh · ‎06-26-2018

Hi Yolanda - we are trying to find a way to make sure that invoices are sent to ALL created account contacts (not just the Bill To and emails in the 'Additional Emails') during the 'Invoice Posted Manually' event. Is this noted workaround a solution here, that we can just type in 'All Account Contacts' to that cc field? Thanks.

kcavanaugh · ‎05-31-2018

Hi Nathan, Can you confirm that the ability to report on 'Delta Qty' for the Quote Charge Summary object is included in this Orders release? Thanks.

kcavanaugh · ‎04-27-2018

Today, when a customer with an overdue balance enters a new CCard, they need to wait until our next scheduled payment run goes through to move them to a non-delinquent state. It would be great if that creation of a new electronic payment method could trigger a payment run on that account to immediately get their balance to $0.00 (if processes successfully). Suppor ticket response confirmed this is only possible via custom code today, but m suggestion is adding it to 'Payment' settings.

kcavanaugh · ‎04-27-2018

This would be extremely helpful for Usage only Subscriptions - right now we keep these charges on a separate Subscription and would prefer to run separate bill/payment runs for them as well.

kcavanaugh · ‎04-24-2018

Hi Team, This request was also raised this week from our org, has their been any progress on this feature request?

kcavanaugh · ‎04-05-2018

Agreed that it is very surprising this is not possible...the extra value got added in error because of a page load timeout and now it seems it's stuck there forever.

kcavanaugh · ‎02-12-2018

Hi Team, With the number of daily bill runs we process, it's inevitable that someone will accidentally fire off an 'All Batches' bill run in error due to the default settings populating 'All Batches' as the target. This happens maybe once a quarter at most, but each time it basically shuts down normal billing functions as we wait for that to complete (since there is no way to cancel these All Batch bill runs once they are kicked off). In our tennat, the whole run takes about 2 hours and then we are left with thousands of unneeded invoices. I do understand that these are created due to an error on the user's end, but if the default value could be set to the specific Billing Batch dropdown instead of 'All Batches' this would siginifcantly decrease (or probably eliminiate) these being generated. Thanks!

kcavanaugh · ‎02-06-2018

@lukasz - I wanted to follow up on this note "The longer term is likely going to end up with us not only providing a read-only role, but providing the ability to configure attributes for each field (standard and custom)." Can you provide an update on that status of that? This is a big ask from our team, thanks.

kcavanaugh · ‎02-02-2018

Hi Team, Can you provide an update on the status of supporting PO numbers on a Sub/Invoice level? I see the last update was that this was planned for Nov 2016. We are moving towards requiring a PO number for our larger customers but cannot do so unless this functionality is available. Thanks.

kcavanaugh · ‎01-30-2018

Hello. We recently had a similar incident and now need a change log report for our auditors. I see that this has been set to 'Coming Soon' for quite a while now, and was noted to be released at the end of 2017? Is there a new set release time for this crucial security feature? Thanks.

kcavanaugh · ‎12-15-2017

Hello! I just commented on a similar 'Support Percentage Amount' post, but would like to follow up on this status as well. The ability to apply a % based charge is becoming increasingly important to our pricing/product planning. Right now we are using the Discount charge model and applying a 'negative' discount to acheive this charge. Certainly not desirable, and we still don't have the ability to specify the RPC to apply it to, so it gets applied to all recurring RPCs on that Subscription. Any update here would be great, thanks.

kcavanaugh · ‎12-15-2017

Hello, Having a % based charge that can be applied to a specific recurring RPC has become increasingly important to our product offerings (we have three new RPs being introduced this Qtr and next). Is there any update on the 'under consideration' status? For that mentioned workaround, it seems that the 'Platform Fees' RP added to the Subscription would also calculate the 25% additional charge for any other recurring charge on that Subscription, is that correct? From the description I do not see how that would be avoided. Thanks.

kcavanaugh · ‎11-09-2017

Checking on the status of this request and adding on... the out of the box functionality also seems to send notification if there is ANY expired 'Active' card on file, instead of just looking at the 'Default' payment method and checking for expiry status of that CCard. Many customers have a number of cards on file that they used in the past, and (per our legal/compliance standards) we are not able to remove those previous payment methods.

kcavanaugh · ‎11-07-2017

We want to add a table to our invoices to show any associated IIA, Payments, or Refunds that have been applied to that invoice. Main use case is when a credit has been applied and we need to show a clear history of adjustments and new balance for the cusotmer to process payment. Right now, you can add the transaction table, but the conditional logic cannot be supported when the logic statement uses a field that shoudl be enclose within a table. For example, I added a { IF (MERGEFIELD Transaction.AppliedAmount \* MERGEFORMAT} >0 } statement to only display the table if there is an applied amount...but encountered an error. Now, there is a blank table with only headings on invoices that do not have any associated transactions, which is very confusing to customers.

kcavanaugh · ‎10-06-2017

Hi team - checking in on this design for a customer statement feature, is there an estimated delivery date? Thank you.

kcavanaugh · ‎10-06-2017

This requirement has resurfaced as priority for our billing roadmap, curious to know if this is capability is still being worked on?

kcavanaugh · ‎10-14-2016

This is also a big ask from our team as well, I think we are going to have to explore other options with our accounting software but would really prefer to keep this within Zuora.

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