About nikkisanchez

nikkisanchez · ‎02-20-2018

There is no accounting code in Zuora to account for Cost of Sales (COS) transactions. Specifically, our Accounting team classifies product restocking fees as a contra-COS account, as oppposed to a Revenue item. If Zuora allowed this accounting code, our Company's GL classifications would align with Zuora's accounting types.

nikkisanchez · ‎02-20-2018

Hello north Texas users. Do we have enough of us to form a DFW user group?

nikkisanchez · ‎10-17-2017

Disregard...the email was in my spam filter.

nikkisanchez · ‎10-13-2017

Has the link been sent out to view the recorded version? I registered but was not able to attend the live viewing.

nikkisanchez · ‎07-18-2017

Please notify me should this feature become available.

nikkisanchez · ‎07-14-2017

While I see how the MassPaymentMethod template can be used to import credit card information, I don't see fields that allow a user to mass import ACH e-payment methods for customers. Fields missing from the template include: bank routing and account numbers account type bank name account holder name use default retry rule It would be nice to support ACH mass import functionality.

nikkisanchez · ‎01-20-2017

Chris, please see ticket #111361. The totals now tie out. The remaining challenge resides with having the multiple reports combined to produce 1 clean data set from which I can perform analysis. Combining the various reports takes time, and I will need them weekly for analytical purposes.

nikkisanchez · ‎11-18-2016

Adding myself to this thread to keep up to date on this as our Company is experiencing time out issues.

nikkisanchez · ‎11-08-2016

Yes, but the challenge is in constructing the report so it mirrors the monthly Net Billings amt shown. I've manually tried using Excel pivot tables but was unable to reproduce the total shown in Zuora. In the interest of time, I use the invoice item report knowing that it's slightly off from net billings.

nikkisanchez · ‎11-04-2016

Would like a report on the Accounting Period page (under each month) that provides an exportable (xls, CSV), detail file for 'Net Billings' (similar to how 'Revenue Detail' is provided). It is far difficult to manually construct a 'Net Billings' report using Invoice Item detail and adjustment reports, as the derived net amount does not always agree with the 'Net Billings' amount booked by Zuora. Such a report will help provide our organization with a clean data set of products purchased (net basis, of course) for analysis.

nikkisanchez · ‎10-11-2016

How do I (a tenant Admin at my Company) know whether my tenant is a Performance Test Environment, API Sandbox, or Production Copy Environment?

nikkisanchez · ‎08-15-2016

I'll add personal feedback: If you could decrease the height of the left menu categories (Customers, Products, Billings, Payments, Finance, Reporting) slightly, that might seem to help provide more real estate

nikkisanchez · ‎05-31-2016

Phase 2 - Production [UPDATED 4/27/16] We expect to have an update to the timeline for deprecation in the next few weeks. We will provide at least 90 days notice prior to ending support for TLS 1.0 in production to ensure customers have sufficient time to update mission critical applications. Has a new date been decided? @monique

nikkisanchez · ‎05-05-2016

@Lana Thank you for reaching out. Our Company is interested in the Reporting program. I think our Acct Rep, Anil, is also looking into this for us. Thanks!

nikkisanchez · ‎04-29-2016

I am interested in joining as ab early adopter.

nikkisanchez · ‎04-29-2016

I am adding my support to enable functionality for an admin to deactivate a 'pending activation' user. It is counter-productive to add my own email, activate myself, then deactivate. At the end of the day, many deactivated users would show my email address (given that our Company has 'pending users' that need to be deactivated) if the current fix were followed.

nikkisanchez · ‎04-21-2016

In addition to the breakout sessions, will any of the general speaking events (eg Scott Kelly, Inspiring Women in Tech) be made available in video, similar to how the Keynote is publicly available?

nikkisanchez · ‎02-29-2016

I would like the ability to send out a pdf receipt file (separate from the Invoice PDF file) to my clients following successful processing of their payment. Currently, under: Settings > Z-Payments Settings > Setup Profiles, Notifications and Email Templates > Payment Processed | Payment Processed there is an option to include the 'Invoice PDF' file with the email that gets sent out to my clients following processing of payments. I would like, however, to format and send out the 'Invoice PDF' file only following posting of invoices, then send out a separate pdf file showing payment information following payment.

nikkisanchez · ‎02-03-2016

I think what is confusing is that: there is a green checkmark next to the word 'recurring' on the All Payment Run page, associated with PR-0000318 the run also says that the next time to run is tomorrow (2/4/16) lastly, I have payment retry rules turned on so I considered that the payment run will re-attempt since it errored out All of these combined lead me to believe that this payment run is active and recurring (scheduled). Why would this run give me these first two indications if it were not to run again? Why wouldn't the run retry given I have retry rules turned on?

nikkisanchez · ‎02-03-2016

Under my sandbox tenant 11818, I have a recurring payment run (PR-00000318) that doesn't appear when I click on Status-Pending. Granted, this payment run did error out but will recur tomorrow. So is this an exception to the Status-Pending short cut?

nikkisanchez · ‎02-03-2016

Yes, a subtotal for the total adjustments performed for a given invoice.

nikkisanchez · ‎02-03-2016

I would value an easy to generate report that details out recurring, scheduled bill runs and payment runs by user. This is needed for when I have a former employee whose profile needs to be deactivated from Zuora, but whose profile is tied in to scheduled, recurring runs. That is, at the time of deactivation, Zuora will cancel this person's bill and payment runs, and unless I recreate these runs, many subscriptions will not be processed for invoicing or payments. However, finding these runs is time-consuming and I recently submitted a ticket to help me in its identification. This report would also save Zuora support time from having to research and answer similar questions from other users.

nikkisanchez · ‎02-02-2016

I have been customizing our Company's invoice template and would like certain information presented to be more informative. In some cases, nested IF functionality (in combination with merge fields) would permit me flexibility in designing templates that can display certain information given multiple conditions. It is occasionally difficult to design a template given limitations such as being forced to use a table only once, or not having the ability to display certain text provided multiple conditions are met. In one instance, I was attempted to display a transaction date only when the transaction type was refund or payment. Had I had nested IF functionality, I could have easily achieved this but due to Zuora's limited support of merge fields, conditional operators, and other conditional logic parameters, I was unable to accomplish this. I worked with Zuora support on this but ultimately pushed aside this enhancement due to this constraint. I am therefore supporting Zuora's functionality of nested IFs and other advanced conditional logical setups that users would benefit from to ultimately deliver an invoice that is informative for its clients.

nikkisanchez · ‎02-02-2016

I am in the process of designing how our Company will assign client subscriptions to recurring bill and payment runs, and curious to guage how other organizations assign. Could you please share how your Company assigns new clients to batches and why? Our clients all pay on the first of the month and are located throughout the US. I suppose we could isolate batches based on the client's home state, amount of revenue, subscription term, type of subscription purchased, etc. However, I don't see the benefit of doing this since I don't expect to be analyzing bill and pmt runs. Our Company could simple lump all clients under one bill and one payment run, and use the revenue accounts to determine sources of revenue. This would, of course, be the simplest. Please share your thoughts.

nikkisanchez · ‎01-21-2016

When viewing the invoice item adjustments under the customer's profile page, it would be helpful to see a total for all the adjustments performed in a given instance. This way, I can quickly tell my clients that their invoice was adjusted for a total of $x. This will save me time from grabbing a calculator.

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Re: [Webinar] Fall '17 Launch

Re: [Webinar] Fall '17 Launch

Re: Allow ability to create a payment at the parent account level and have it applied down to the ch

Ability to Mass Import ACH Electronic Payment Methods

Re: Monthly Net Billings Reporting

Re: Hi Support, we are experiencing the time out errors

Re: Monthly Net Billings Reporting

Monthly Net Billings Reporting

Re: NETWORK MAINTENANCE FOR PERFORMANCE TEST (PT1) ENVIRONMENT OCTOBER 13TH

Re: Announcing an Updated Zuora Navigation System!

Re: [Action Required] Zuora is Disabling TLS 1.0

Re: Limited Availability Program Hits the Community

Re: Limited Availability Program Hits the Community

Re: User Deactivation

Re: Breakout Session Recordings and Sides

Implement use of a unique Default Payment Processed PDF template

Re: Reports for recurring, scheduled bill/payment runs by user

Re: Reports for recurring, scheduled bill/payment runs by user

Re: Create subtotal row for invoice item adjustments

Reports for recurring, scheduled bill/payment runs by user

Enable Nested IFs on Invoice Templates

Segregating Clients Among Bill and Payment Run Batches

Create subtotal row for invoice item adjustments