About paulkaiser

paulkaiser · ‎11-21-2018

Have you looked at "Reports > Export" then Export Data: All User List CSV? The column "Zuora Platform Role" should show "Administrator" for those with the permissions you listed.

paulkaiser · ‎10-08-2018

I agree. I'm expecting to need solid user-centric activity reporting in the next few months. What is offered today is not only very hard to use, but has significant functional gaps that would be hard to explain to an auditor. We need this ASAP.

paulkaiser · ‎05-04-2018

Hi, Our accounting periods follow a 4-5-4 schedule, thus, while predictable, it is difficult to schedule reports to execute only after a close. Thus we tend to schedule them weekly and they are combined for actual use. It would be nice to be able to schedule reports to run on an accounting period close for that accounting period.

paulkaiser · ‎04-09-2018

I would like to see support for billing periods that are measured in a number of days that is not evenly divisible into weeks or months. I am seeing more demand for terms like this, especially for discounted incentive terms. It seems like a fairly simple thing to add given the way subscription rate plan charges are managed. Renewal should occur based on the completion of the N-day term. The support for N-day billing period to go with N-day terms is necessary for proper proration.

paulkaiser · ‎12-08-2017

We would like to see this implemented, also.

paulkaiser · ‎02-21-2017

Will "User's Actions" include actions against objects beyond those listed above? Namely, - Account fields (including all custom fields) - Subscription Fields (including all custom fields) - Contact Address Fields (including all custom fields)

paulkaiser · ‎01-19-2017

Would this outcome control be possible with the future Billing Profiles capabilities?

paulkaiser · ‎01-10-2017

I have a similar issue, but would also consider being able to override the accounting on payment and refund transactions as an alternate approach.

paulkaiser · ‎07-08-2016

Currently, Export ZOQL and the report builder's UI only let's me compare a data source fields to a literal value. Sometimes I need to compare field values to determine whether I want to include a record in a report or export. The only other option is to add a custom field and some custom code, which is not always reasonable.

paulkaiser · ‎04-26-2016

I learned today that there is a 7-day delay in applying reconciliation items from the processor to payment and refund objects (for PayPal at least). This delay timing is hard-coded. My business stakeholders typically want to reconcile every day or two. To be 7 days behind by design rendsers the feature practically unusable. Now, I have only worked with two processors, CPT and PayPal, but it seems a specific delay in processing this data is unnecessary. My experience is that processors post this type of data on a daily basis and can be picked up and injested without a Zuora-induced delay. I would like to see Gateway Reconciliation process these data on a daily basis as the data is made available by the processors. If my perception is naive and a specific delay is needed in some cases, then make the delay configurable at the Payment Gateway level.

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Re: Require Audit Trail

Re: Require Audit Trail

Schedule Reports by Accounting Period Dates

Support for "Specific Days" Billing Period

Re: CORS Support for Direct Post

Re: Require Audit Trail

Re: Group Subscriptions for Invoicing

Re: The ability to add new custom payment methods

Ability to compare data source fields to each other in filter clauses

Enhance Gateway Reconciliation Timing