Community - 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 · ‎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

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

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

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