Beginning this week when you click on Reporting the Recommendations folder opens. Prior to this week when clicking on Reporting I would see all of the reports that I have starred or favorited. Is this a new update and is there a way to have Reporting default to the Favorites folder?
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Thank you, Patrick. I was able to find the answer to my question. There is a maximum of 100 payment methods per account. https://knowledgecenter.zuora.com/BC_Subscription_Management/Customer_Accounts/Set_Up_a_Payment_Method_for_a_Customer_Account
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Is there a max for ACH accounts that can be added to a customer account? Example 1 checking, 1 saving? Or some other limit? Is there a max for credit cards?
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I am having trouble creating a report which lists all subscriptions that have a specific product active. I have noticed that the report is not picking up accounts unless the product has been amended in Zuora (New Product, Remove Product, Update Pricing). If an account migrated from our old system to Zuora and has not been amended the report is not picking it up. I am using the Rate Plan Charge data source.
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If I do a data sources export I have one result return. If I try to create a report using the rate plan data source and the same fields and filters there are no results found.
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I believe this may pull in stand alone accounts that do not need updated too. How would I filter for only accounts who have a different invoice owner than themselves?
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Is there a way to run a report which pulls a list of all bill to main children accounts who do not have the hierarchy set up in Zuora? We are wanting to make sure the hierarchy is set up for children accounts but I am not sure how to get a list of accounts that need updated.
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We are wanting to run a report which pulls in all billing adjustments with a certain description. Which data source and filters would you recommend?
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As far as I can tell we are not experiencing this issue. When we process an external payment (check) in Salesforce we are seeing the payment processed in both systems. Is there a specific error message we should keep an eye out for?
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