In this session, we’ll dive into tools that automate and expedite finance processes. Topics include the collections workflow engine; loading accounting periods in bulk; making mass changes and reconciling data with the Billing Preview tool; and creating, updating and/or deleting records in ANY Zuora object in bulk with the Generic API Loader.

2. Taylor Medford
Engineer Manager, Zuora
Expedite Finance Processes with Zuora
ConnectLeveraging Zuora apps to save time in collections and
finances.

3. ask
yourself
What pain points do you have?
What do I need to alleviate them?
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03

4. Connect:
about us
page
04
our vision
Bring the environment
for your business to
not only find solutions
to your problems, but
also develop their own.
Use new ideas and
technologies to creatively
overcome the unique use
cases every business may
face.
our
missionWe began building one-
off solutions for
customers, only to find a
pattern in use-cases. We
took these solutions and
built them out on a
trusted environment to
help other businesses.
our
profile

5. Introduction to
Connect
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The place where you can
enhance your Zuora
experience and optimize
how you do business.
Zuora’s App Store

6. App
Store
80+ apps to customize your Zuora experience
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7. Apps that directly improve
Collections and Finance operations
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01Developer Tools -
Billing Preview
Generate reports containing
future billings as of a given
future date. Combined with
customizable data and revenue
distribution, you will know
exactly what is happening with
your business and subscribers.
02Developer Tools –
Generic API Loader
Using the power of the Zuora
API’s and excel CSV files
(Comma, Separated Values),
mass create, update, or delete
any object in Zuora ecosystem.
03Collections
Manager
Have redundant processes that
can be automated to save you
time? Collections Manager is
an app that can help you at
every step of your collections
and billing process to best
optimize how your business
runs.

8. Developer Tools – Billing Preview

9. app
objectives
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Preview billing reports
Allow customers to generate forecasted billing
reports ahead of monthly bill run.
Custom schedules
Run preview report on custom schedules or on
demand.
Customizable outputs
Fully customizable results to drive creation of
advanced pivot tables.

10. Design and Functionality
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010
Change any and all properties of the preview
report
Fully Customizable
Use cases
Bulk create accounting
periods
Calculated late fees for overdue
invoices.
Different accounting treatment for
writing off customer invoices.

11. Watch the
Demo!

12. Developer Tools – Generic API
Loader

13. app
objectives
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013
Mass create, update, delete
Use flexible excel CSV’s to create, update,
delete any Zuora object.
Detailed logs
API errors are summarized and indicated in
detailed logs. Showing user exactly what went
wrong.
Dynamic field support
Loader will adapt to any custom, LA, or GA fields
available.

14. Design and Functionality
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014
Providing mass updates to all aspects of your
Zuora Environment
Adaptive Change Implementations
Use cases
Bulk create accounting periods.
Bulk create, update, delete
accounting codes.
Bulk create payments and refunds.

15. Watch the
Demo!

16. Collections Manager

17. app
objectives
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Automation of tasks
The app can step through daunting processes
for you.
Process streamline
Implementing these tasks into your everyday
tasks can free up assets to more revenue
generating actions.
Flexibility in actions
With every Zuora object available, you can
perform a variety of tasks.

18. Design and Functionality
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Moving redundant and time-consuming tasks to
the background
Automated and Business-User Friendly
Use cases
Calculated late fees for failed
payments.
Calculated late fees for overdue
invoices.
Different accounting treatment for
writing off customer invoices.

19. Watch the
Demo!

20. Apps you would
like to see?

21. questions
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22. thank you.