Community - About hbruzus

hbruzus · ‎01-14-2019

We download DiscountPercentage, Price and DiscountAmount from Zuora every day by making API call using queries shown under ZuoraSSQL As we can’t use any filer (an example WHERE UpdatedDate > '2018-12-03T12:30:33-0700') in the query entire file is downloaded, and then we have to upload big files. It would be nice to put filter in the Query so that we could download less amount changed data only. Would it be possible to incorporate the filter so that our package would only down load changed data instead of entire file. As is an example of filter query: SELECT RatePlanCharge.Id, Invoice.Id, InvoiceItem.* FROM InvoiceItem WHERE UpdatedDate > '2018-12-03T12:30:33-0700' Thanks!

hbruzus · ‎10-19-2018

@lukasz - I agree with @kcavanaugh This "idea" has been in progress for over 2 years now and I have not seen any progress in the system since this idea was created (I have been a Zuora clients since 2015). Even the items that are tracked, there is not central report I can run, but instead we need to run a data export for each object in Zuora. You have several clients who don't just want this feature, but truly NEED it. Now that Zuora is a public company, I would expect them to have a SOX compliant system and this is a big hole. Can Zuora at least show us they are making progress and listening by giving us SOMETHING? What about an Audit trail export where I can select the user and it shows me all the refunds, payments, invoices, IIA, IA, etc. they created in a given period? Seems like it would be a easy win and prove to your client base you care. And as @kcavanaugh mentioned, focus on the big risk items first, like user access.

hbruzus · ‎09-21-2018

Hi Leo, I tried the two solutions and neither of them worked. We only have one SKU in Salesforce and the sync has been completed. Any other ideas? Thanks!

hbruzus · ‎09-11-2018

Hello, We have different subsidiaries so we have to book some revenue monthly in the "transaction currency". Currently our team has to manually calculate the "Recognized after this accounting period" and the "Recognized in this accounting period" back from the home currency on the Revenue Detail report. I know I can get the "Recognized in this accounting period" from a data export, but there is no way to provide them the details for "Recognized after this accounting period" in the transaction currency. Can this be added to either the data export or the Revenue Detail report? Thanks, Heather

hbruzus · ‎08-27-2018

Hello, It looks like there is a new feature (new to me) for sending out an email for approval. Do you have any documentation on how this feature works? I tried testing it in the sandbox, but never received an email. Any examples available to use this feature? Company Use Cases: Write-off over a certain amount need to be approved. Refunds need to be approved. Thanks, Heather

hbruzus · ‎06-12-2018

Hello, Does anyone know a way to import in revenue schedules without impacting AR or cash? We just aquired a company and are moving over their revenue schedules. Would prefer if we could see it all out of one system and not have the accounting team track it manually with Excel spreadsheets! Thanks, Heather

hbruzus · ‎01-29-2018

This would be a huge help for our team. We have our product catalog outlined out by region (i.e. we have a product for the 10 regions we have pricing). This means if I want to add the product for just one of our tiers, I have to add it 10 times instead of once. Ideally, under the Apply Discount to for "All charges in the subscription" when you can select the product we would see similiar to the reporting options. Something like "Rate Plan contains.." or "Rate Plan Charge contains..." Our rate plan names are consistent, we just have them under different product names.

hbruzus · ‎01-17-2018

Hello Zuora Community! We would love a way to have permissions that are read only (or even run only) for Zuora Connect! This will allow us to have our front line staff track the progress of the workflows for errors and only engage our back-end/IT team when an issue comes up! Thank you, Heather

hbruzus · ‎11-27-2017

Hello Zuora Support, This is something we will need for SOX reporting too. Ideally it will list out all the different role options (Z-Platform, Z-Billing, etc.) and show which user groups have pemissions to which permissions in the outlined groups. For example, Z-Billing Standara User has access to "Manage Subscriptions/Amendments" and "Delete Subscription/Amendments" under "Subscriptions", but does not have access to "Override Revenue Recognition Rule". We are currently reporting our data in a martrix format, but it is all manual. If you would like to see an example of what we are looking for, please let me know. Thank you, Heather

hbruzus · ‎11-16-2017

Please send me the link, can this link be shared with my team members as well? Or will they need a unique link? Thanks!

hbruzus · ‎11-10-2017

Hello, In light of the issue that occured last month with the revenue schedules taking longer than normal to produce, I would like to add a reporting idea for Invoice Items that don't have revenue schedules. Ideally, revenue schedule will be a group that can be pulled into an Invoice Item Data source. We could then pull a report of all invoices generated in the month where the Revenue Schedule name is blank. This will give us quick reporting to show we need to wait to close the period until the revenue is generated in the proper period. Thanks, Heather

hbruzus · ‎09-30-2017

Hello, It would be great, if an Accounting Period could NOT be closed if there were invoices in a "Pending for Tax" state. We just ran into an issue where we had invoices from March that were pending tax. This meant those accounts did not get invoiced for all months between March to date, impacting revenue. We had to work with support (who was awesome) to help us update the invoices so we could go through and cancel them all. Seems like we should not be able to close a period if there are invoices that obviously need to be cancelled, since once the period is closed you can't touch them! Thanks!

hbruzus · ‎09-08-2017

Thanks! Can you point me to a Knowledge Center article that would walk me through that process? Or do I need to get Support to implement?

hbruzus · ‎09-07-2017

Hello, Is it possible to add categories at the rate plan charge level like you can at the product level? We would like to use this category for financial reporting. Preferably with a customizable list. Thanks, Heather

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Filtering by UpdatedDate API

Re: Require Audit Trail

Re: Error: "SubscriptionData.SubscriptionRatePlanData[0].ProductRatePlanId is invalid"

Recognized after this Accounting Period (Transaction Currency)

Re: Workflow

Revenue Schedule Import - Without Impact

Re: Add ability to flexibly apply a Discount Charge (rate plan level)

Read Only or Run Only Permissions

Re: Separate Report for Custom Role and Permission Details

Re: [SME Webinar] Month End Close Process

Invoice Items without Revenue Schedules

Pending Tax Invoices

Re: Rate Plan Charge Category

Rate Plan Charge Category