FY21-Q3 EntApp Objective 2: EntApp Objective 2: Zuora health check - implement best practices
- **Billing - Out of 10 Recommendation, we have confirmed 4 for immediate need and will deliver in Q3.** 1. RB1&6 - Billing Batches Phase 1: done 1. RB1&6 - Billing Batches Phase 2: done 1. RB8 - Invoice Tax Workflow: done 1. RB9 - Refund & Writeoff Workflow ~3 hours/month: deferred to Q4'FY21+ - **Payments - Out of 8 Recommendations, we have confirmed 1 for immediate need and will deliver in Q3 and also identified 3 optimizations not tied to the ZOW we will deliver.** 1. PAR4 - Collect Implementation (Q4 or FY22Q1): deferred 1. [Credit Holds 1.0 Workflow](https://gitlab.com/gitlab-com/business-ops/financeops/finance-systems/-/issues/127) (interim workaround pre ZCollect): phase 1 done 1. Establish Payment Runs 1.0: done 1. Establish Payment Rules 1.0: done - **Revenue - Out of 2 recommendations one is Z-Revenue that we will do.** 1. REV1 - Zuora Revenue Implementation - **Integrations - Out of the 2 integration recommendations we have confirmed both for immediate need and will deliver in Q3** 1. INT1 Zuora<>Netsuite Integration 1. INT2 ZRevenue<>Netsuite Integration @ccnelson @awestbrook @broncato @djparker
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