About pkeeler

pkeeler · ‎07-20-2018

Just checking in on the status of this request - is it still under consideration? Or perhaps the report was created? Please update

pkeeler · ‎01-11-2018

Hi, I followed instructions below, and the INVOICE PDF button works great if the Salesforce user is using Chrome or FIrefox, but when they use Internet Explorer and click on the button they are returned with a page to log into Zuora. Can this be fixed or does the button only work with Chrome or Firefox Browser?

pkeeler · ‎01-05-2017

Hi Yvonne Thanks for this information, sorry for so many questions on this, but I have little to no accounting background, but need to answer to Finance and Accounting as to why the numbers are off each month since we starting using this model. I will take all the information everyone has provided back to both teams and see if it now makes sense to them now.

pkeeler · ‎01-04-2017

Hi Adam - Are you referring to Monique's response? Although the ticket is solved, we still are facing some manual steps, that I was hoping to eliminate by seeing how other users using this Unlimited Rule, are handling the unbilled revenue till it becomes, deferred or recognized. At this time we have about 6-10 customers using this rule, and the manual work is already significant, I worry as more customers are added that need to use this rule, that things will start getting very complicated. Thanks Patti

pkeeler · ‎01-03-2017

Hi Yvonne, We are using this Unlimited Recognition rule, but are unable to find a solution at the end of the month. In other words, how do we keep track of our unbilled revenue, which eventually turns to deferred revenue toward the ends of the subscription as we invoice the customer? What step are we missing?

pkeeler · ‎11-16-2016

LOVE the new Cross Tab option when exporting a Summary Report - it is great -- Great job and thanks so much for making things so nice and easy when exporting a summary report ---- you just made my day!!!!!!

pkeeler · ‎11-11-2016

Great news!

pkeeler · ‎10-11-2016

Ok, in the meantime, I am looking to get the API described above to work, since I found several invoices that Accounting thought they sent to the customer had failed.

pkeeler · ‎10-07-2016

Hi I was wondering if this request is still under consideration, or if a report is now available? A report like this would be very helpful. Thanks Patti

pkeeler · ‎09-09-2016

Hi Chris Just wondering if there was on progress on this, now that we are running more reports in Zuora, this would be so helpful. Thanks Patti

pkeeler · ‎06-28-2016

Hi Chris, I would be happy to chat about it, just let me know when. Thanks Patti

pkeeler · ‎06-24-2016

Hi Chris The reports I am thinking of sharing with management would need to go to non Zuora users, and not sure having them Log on to Zuora to view a report is a good idea.

pkeeler · ‎06-14-2016

Hi Chris I think just the same layout would be better than what is currently available. If adding the additional formatting is at all possible sometime down the road, that would definitely be something worth looking forward to. I shared a screen shot of a summary report I created with a manager in our Finance Department, and he was very impressed. Hope that helps Patti

pkeeler · ‎06-10-2016

Hi Chris, That is exactly what I meant, and I would be so interested in you adding the additional export option, please keep me posted on that. In the meantime guess I need to work harder on my Pivot table skills - because the summary version is what the team I created the report is looking for. I sent a snap shot and they were extremely happy with that result, Thanks

pkeeler · ‎06-09-2016

Yes, thanks - I am able to view the summary version in Zuora, but would like to send the summary version to the team requesting the report - when I export - I get the csv file, but it is not summarized any longer - just wondering if I missed something on how to export and save as a summary report not detail

pkeeler · ‎06-09-2016

pkeeler · ‎05-12-2016

Once you have created a new report that you would like to run on a weekly basis and export to Excel, is there a way to change column headings so that every time you run the report you do not have so much work in excel to change column heading for example: ProductRatePlanCharge.RecognizedRevenueAccount is a very long heading with no spaces, and a shorter column heading would be fine for the recipients of the report.

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Re: Ability to run a Notification History Report out of Z-Reporting

Re: How to print an pdf invoice from salesforce

Re: Has anyone figured out how to start revenue recognition before invoicing?

Re: Has anyone figured out how to start revenue recognition before invoicing?

Re: Has anyone figured out how to start revenue recognition before invoicing?

Re: Quick question - Is there a way to export the summary format version of a report ?

Re: Quick question - Is there a way to export the summary format version of a report ?

Re: Ability to run a Notification History Report out of Z-Reporting

Re: Ability to run a Notification History Report out of Z-Reporting

Re: Column Headings

Re: Quick question - Is there a way to export the summary format version of a report ?

Re: Quick question - Is there a way to export the summary format version of a report ?

Re: Quick question - Is there a way to export the summary format version of a report ?

Re: Quick question - Is there a way to export the summary format version of a report ?

Re: Quick question - Is there a way to export the summary format version of a report ?

Quick question - Is there a way to export the summary format version of a report ?

Column Headings