Invoicing and Tax

Zuora has updated the Vertex O Series integration to support Brazil’s new tax reforms effective January 1, 2026.

With this enhancement, Zuora aligns with updated Vertex templates to handle new tax requirements, including information-only taxes that are displayed on invoices but not included in the total amount. The integration now supports the latest Vertex O Series 9.0 SR21 / TPS 9.0 for compliant tax calculation and reporting.

This update enables you to process tax data and generate invoices that meet Brazil’s latest regulatory requirements.

Added: April 13, 2026

Invoicing and Tax

Zuora has expanded its Avalara e-invoicing integration to include support for France, extending pre-integrated coverage across key global markets.

With this enhancement, Zuora provides prebuilt, country-specific e-invoice templates (including invoices, credit memos, and debit memos), along with regulatory-compliant data mappings, automated validations, and API-based submission and response handling aligned with France’s e-invoicing requirements.

This pre-integration enables faster onboarding, reduces the need for custom development, and helps ensure compliance with country-specific regulations as you scale your global billing operations.

Added: April 13, 2026

Invoicing and Tax

Zuora has expanded its Avalara e-invoicing integration to include support for Italy, extending pre-integrated coverage across key global markets.

With this enhancement, Zuora provides prebuilt, country-specific e-invoice templates (including invoices, credit memos, and debit memos), along with regulatory-compliant data mappings, automated validations, and API-based submission and response handling aligned with Italy’s e-invoicing requirements.

This pre-integration enables faster onboarding, reduces the need for custom development, and helps ensure compliance with country-specific regulations as you scale your global billing operations.

Added: April 13, 2026

Orders and Subscriptions

Ramp related metrics for ramp deals are now exposed in the Data Source Export (DSE). You can include ramp metrics when building exports and reports, making it easier to analyze ramp schedules, track changes over time, and gain better visibility into ramp deal performance.

Orders and Subscriptions

We have enhanced the Preview an order REST API endpoint by adding a new field, validateScheduledOrders in the previewOptions object to skip the scheduled orders. This capability helps you evaluate the impact of hypothetical contract amendments even when there are conflicting scheduled orders on the subscription.

Orders and Subscriptions

Billing Settings now includes a new Turn off Amendments in the UI option in the Default Order Settings section in the Default Subscription and Order Settings page for Orders Harmonization. Once the migration of all integrations to Orders is complete, you can use this setting to hide the Amendments entry and remove amendment-related information from the account details page and subscription details page.

Orders and Subscriptions

We have enhanced the GET Subscription response REST API by adding a new field, totalNumberOfChargeSegments,to return the total number of charge segments of a subscription. This field provides the aggregated number of all charge segments under the subscription, including segments for removed charges.

Orders and Subscriptions

You can now subscribe to Dynamic Pricing enabled discount charges through both the Orders UI and the Orders REST API. This allows you to manage discounts with list-based pricing more consistently across orders and subscriptions.

Orders and Subscriptions

We have enhanced two REST API endpoints, Preview a subscription and Preview a subscription by subscription key, by adding a new field skipTax. You can use the skipTax option to bypass tax calculation during preview when you want to improve performance or reduce external engine cost.

Orders and Subscriptions

We have enhanced the Orders feature to facilitate customers with Orders Harmonization migrating to Orders with ease. After this enhancement is turned ON, you can suspend a subscription through the Subscribe & Amend integration, and resume the subscription through Orders integration.

Orders and Subscriptions

We now support a new Calculated Charge model in both the Orders UI and Orders REST API. This model automatically derives a charge amount from other charges, such as a percentage of spend, providing a flexible way to handle dependent pricing without manually updating related charge amounts.

Orders and Subscriptions

We have enhanced the Preview an order API for Order Metrics and Charge Metrics so that delta TCB is calculated more accurately when charges are aligned to the term start date or term end date. This ensures that the changes to Total Contracted Billing are reflected correctly for term-aligned charges.

Orders and Subscriptions

We now support the Prepayment feature for Flexible Commitments in the Orders API. You can create and manage prepaid commitments by specifying the new prepayment type and prepayment frequency attributes when using the Create an order and Get an order operations.

Orders and Subscriptions

We have updated the Orders UI to use Zuora’s latest visual design, improving readability, spacing, and visual hierarchy across order details and actions.

Added: April 13, 2026

Order to Revenue

Data backfill and migration improvements:

We improved the data backfill and migration process for Order to Revenue implementation to shorten data migration windows and reduce implementation effort. The performance of the data backfill and migration is improved.

Order to Revenue

Data migration experience and UI improvements:

We improved the Order to Revenue data migration experience to increase performance and reduce manual effort. You can now filter out cancelled evergreen subscriptions, remigrate only failed records when complete with warning, and improve the monitor progressing with clearer UI metrics and error messages. You can download the CSV for the data that fails to be generated with the clear error messages without creating a support ticket.

Order to Revenue

IIA to Invoice Settlement migration enhancements:

We enhanced the Order to Revenue pipeline to correctly handle migrations from Invoice Item Adjustments to Invoice Settlement for negative-balance invoices. The invoice item adjustments and credit memos generated during migration are now treated as standalone billing transactions in Zuora Billing and Zuora Revenue.

Invoicing and Tax

Zuora has enhanced the Split Invoice feature to provide greater flexibility, accuracy, and control across both the UI and APIs.

You can now split invoices by exact amounts in addition to percentages, allowing you to allocate invoice totals using specific monetary values (for example, $50,000 and $80,000) instead of calculating percentages, which reduces manual effort and the risk of errors.

In addition, you can reverse split invoices so that when a split invoice is reversed, all related split invoices are automatically reversed to maintain data consistency, making it easier to correct mistakes and regenerate accurate invoices without workarounds.

Invoicing and Tax

To improve the reliability of Bill Run execution, Zuora has introduced a validation limit for the ‘IN’ condition used in Advanced Filters.

When using Advanced Filters (including Account, Subscription, or Charge filters) with an IN condition, you can now specify up to 500 values in the list. For example, when filtering charges using a condition such as Subscription ID IN (sub1, sub2, sub3, ...), the list can include a maximum of 500 subscription IDs.

If this limit is exceeded, the system will display an error message and prevent the Bill Run from starting.

Invoicing and Tax

You can now view PDF generation status directly on the Credit Memo and Debit Memo detail pages in the Zuora UI, providing clear visibility into PDF readiness without requiring API calls. The status indicates whether PDF generation is N/A (disabled or not applicable), Pending (accepted but not started), Processing, Generated, or Failed.

When PDF generation fails, the UI displays the error code and error message to support faster troubleshooting. This enhancement reduces uncertainty and allows you to quickly confirm PDF availability directly from the UI.

Invoicing and Tax

Zuora has updated the Direct Avalara integration to improve tax calculation accuracy for transactions in Kosovo.

With this enhancement, Kosovo’s country code (XK) is now passed directly to Avalara, instead of being mapped to Serbia (RS). This ensures that tax calculations are based on the correct country, helping you avoid incorrect VAT assessments and better align with local tax requirements.

This update improves tax accuracy, reduces compliance risk, and ensures correct handling of Kosovo transactions in Avalara.

Invoicing and Tax

When creating standalone invoices, credit memos, or debit memos in the Zuora UI, you can now search and filter Product Rate Plans by name and view their full names in the selection list.

The search field supports case-insensitive “starts with” filtering, allowing you to quickly narrow down results by entering the beginning of a rate plan name. The full name display helps you clearly identify and select the correct rate plan, even when working with similarly named plans.

This enhancement streamlines standalone document creation workflows, reduces selection errors, and saves time—especially when working with large product catalogs.

Invoicing and Tax

You can now use dynamic date variables in Advanced Filters when creating, editing, or viewing Bill Runs in the Zuora UI. This enhancement enables you to configure scheduled Bill Runs with filter conditions that automatically adjust based on runtime dates, eliminating the need for manual updates in recurring billing workflows.

The following built-in date variables are available for use with any standard or custom date-type field:

• {{BillRunDate}}

• {{TargetDate}}

• {{InvoiceDate}}

• {{Today}}

These variables can be used with comparison operators such as =, <, >, <=, >=, and <> to dynamically filter accounts, subscriptions, or charges. For example, you can create a scheduled Bill Run that selects subscriptions where the Next Renewal Date ≤ {{InvoiceDate}}, ensuring that only records due for billing are processed at runtime.

Dynamic date variables are available in the filter configuration and are displayed in the Filters section on the Bill Run Detail page.

Invoicing and Tax

Tax engine mapping formulas now support the Account.organizationName and Account.organizationId dynamic variable, enabling you to route tax calculations to different tax engines based on the Zuora organization.

This enhancement simplifies tax configuration across multiple organizations by allowing you to use a single mapping formula, eliminating the need to maintain duplicate tax codes.

Invoicing and Tax

Zuora has expanded its Avalara e-invoicing integration to include support for Australia, extending pre-integrated coverage across key global markets.

With this enhancement, Zuora provides prebuilt, country-specific e-invoice templates (including invoices, credit memos, and debit memos), along with regulatory-compliant data mappings, automated validations, and API-based submission and response handling aligned with local requirements. These capabilities help ensure that your e-invoicing processes meet Australia’s compliance standards.

This update enables faster onboarding for e-invoicing in Australia, reducing the need for custom development and lowering implementation effort. It also helps improve confidence in maintaining compliance as your business expands into new regions.

Invoicing and Tax

Zuora has expanded its Avalara e-invoicing integration to include support for the United Arab Emirates (UAE), extending pre-integrated coverage across key global markets.

With this enhancement, Zuora provides prebuilt, country-specific e-invoice templates (including invoices, credit memos, and debit memos), along with regulatory-compliant data mappings, automated validations, and API-based submission and response handling aligned with local requirements.

This pre-integration enables faster onboarding for e-invoicing in the UAE, reducing the need for custom development and lowering implementation effort. It also helps ensure compliance with country-specific regulations while supporting scalable global billing operations.

Invoicing and Tax

Zuora has expanded its Avalara e-invoicing integration to include support for Mexico, extending pre-integrated coverage across key global markets.

With this enhancement, Zuora provides prebuilt, country-specific e-invoice templates (including invoices, credit memos, and debit memos), along with regulatory-compliant data mappings, automated validations, and API-based submission and response handling aligned with Mexico’s e-invoicing requirements.

This pre-integration enables faster onboarding for e-invoicing in Mexico, reducing the need for custom development and lowering implementation effort. It also helps ensure compliance with country-specific regulations while supporting scalable global billing operations.

Invoicing and Tax

Zuora Billing now supports a new calculated charge model that automatically creates invoice items based on the spend of other eligible charges, such as recurring, one-time, and usage (including dynamic usage) charges.

For each billing period, Billing evaluates your configured account and charge filters, sums the net pre-tax amounts of all eligible invoice items, applies the specified percentage together with any minimum and maximum thresholds, and then generates a standalone calculated-charge invoice item only after all contributing charges for that period have been billed.

This capability simplifies modeling support or maintenance fees tied to customer usage, reduces manual calculation effort, and helps ensure consistent, auditable invoicing across complex billing scenarios.

See Overview of Calculated Charges for more information.

Invoicing and Tax

You can now delete individual Summary Statements using the Billing API without deleting the entire statement run.

This enhancement allows you to remove specific incorrect or unnecessary statements, for example, those with incorrect date ranges, without re-running the full batch.

This enhancement allows you to:

• Remove specific incorrect or unnecessary statements without re-running the full batch.

• Delete the selected Summary Statement and its associated PDF.

• Ensure deleted statements are no longer visible in the UI or accessible via the API.

Product Catalog

You can now configure percentage-based charges with minimum and maximum limits, allowing more flexible pricing models based on customer spend.

This enhancement allows you to:

• Calculate spend-based charges using one time, recurring, and usage charges.

• Use charge and account filter groups to control the charges contributed towards each fee.

• Apply minimum and maximum thresholds to enforce pricing boundaries.

• Override filter conditions and rates at the subscription level.

Product Catalog

Dynamic Pricing has been enhanced to improve formula accuracy, flexibility, and usability. Pricing analysts can now define charge-level pricing formulas with enhanced validation, including checks for syntax, function usage, parameter correctness, and variable naming. The formula engine supports a wide range of inputs such as price, adjustments, and numeric attributes, along with mathematical operations and functions like min, max, and round. These improvements help prevent configuration errors and ensure reliable pricing outcomes before publishing.

In addition, the Product Landing page displays a Dynamic badge at the Rate Plan Charge level to clearly identify charges configured with Dynamic Pricing.

Usage and Rating

Zuora Billing now supports dynamic pricing for individually rated usage charges in Zuora Usage Billing, enabling more flexible and accurate usage-based billing.

With this enhancement, you can upload usage records for dynamic pricing–enabled usage charges directly into Billing. For each usage record, Zuora evaluates the pricing attributes in the usage file against dynamic pricing decision tables defined in your product catalog to determine the correct price automatically.

This capability supports advanced, attribute-based pricing models, including negotiated pricing tables and minimum or maximum price limits, ensuring invoices accurately reflect complex usage pricing scenarios.

Payments

Zuora Hosted Payment Form (HPF) now supports pre-populating non-payment customer data (for example, email and billing address) when you initialize a payment session via the HPF initialization payload (CreatePaymentSession) API.

This enhancement reduces redundant data entry, streamlines migrations from Hosted Payment Method (HPM) to HPF, and closes a key parity gap for customers that rely on pre-populated customer information in their checkout flows.

Payments

You can now capture additional custom fields with the Amazon Pay v2 Checkout integration. These fields can be passed as part of the checkout flow, enabling richer payment context for downstream processing and reporting.

Payments

Zuora has updated key management for the Adyen Real-Time Account Updater (RTAU) integration. This enhancement aligns key handling with Adyen's latest requirements and helps maintain secure, reliable RTAU communication between Zuora and Adyen.

Payments

Zuora now supports using WorldPay NPT-issued network tokens for both merchant-initiated (MIT) and customer-initiated (CIT) transactions with the EBANX gateway integration. This enhancement enables the use of tokenized card data for recurring and stored-credential payments, helping improve authorization rates and reduce declines.

Payments

Zuora now supports enhanced Apple Pay MPAN capabilities by enabling visibility into Device PAN (DPAN) and Merchant PAN (MPAN) tokens in the Zuora UI and reporting. This enhancement allows users to distinguish between token types generated during the Apple Pay collection process, improving tracking, reporting, and lifecycle management of stored payment credentials.

Payments

Zuora now supports real-time BIN lookup in Payment Forms after a user enters their card number and navigates to another field. An event handler is provided to return BIN-related data, enabling dynamic control of UI behavior and messaging based on card attributes.

Payments

Zuora now supports Apple Pay transactions with the PayPal Complete Payments integration for both one-time and recurring payments, available through Payment Forms and the Standalone SDK. Support for Apple Pay does not extend to the Store Only payment method flow.

Payments

Zuora now supports dynamic descriptors with the Braintree v2 gateway integration. This capability enables tailored business and transaction details to be passed to card statements, helping reduce customer confusion and follow-up inquiries.

Payments

Zuora Payment Form now lets you localize consent-related text, including consent checkboxes, authorization statements, section headers (such as account details, creditor information, and terms & conditions), and mandate content across supported payment methods like cards, digital wallets, and direct debits (ACH, SEPA, PAD).

Payments

Zuora Payment Forms now support PIX and PIX Automático so merchants from Brazil can complete one-time and recurring payments through the PaymentSession API.

Both payment methods appear as separate options in the Payment Form:

• PIX – instant, one-time payments.
• PIX Automático – enrollment for recurring payments, with or without an initial charge.

Payments

Zuora now processes Vantiv eCheck Return reports in gateway reconciliation and retrieves these files on an hourly basis, so ACH payments that are rejected by the bank have their gateway reconciliation status and reason updated and are marked as Failed to Settle at the gateway layer, with the Payment status flipped to Error only when the payment was still in a pending state.

For high‑volume merchants, early visibility into returned ACH payments helps collections, dunning, and reporting and helps stay aligned with actual bank outcomes.

Payments

Zuora now supports iDEAL through the Stripe v2 (Intents APIs) integration for EUR payments, enabling Dutch merchants to pay via their own bank in HPM 2.0, Hosted Payment Forms (HPF), and supported SDK flows. Successful iDEAL payments can optionally create a SEPA Direct Debit payment method and mandate when the payment method is selectively stored, which Zuora can then use for recurring charges, covering both customer-initiated and merchant-initiated payment flows.

Payments

Zuora now supports SEPA Direct Debit through the Checkout.com gateway for EUR payments, enabling EU/UK merchants to collect one-time and recurring bank debits from IBAN accounts via HPM 2.0, Hosted Payment Forms, and supported SDK flows, with mandates created at checkout and reused for renewals.

Payments

Dynamic soft descriptors can now use fields from the SubscriptionRatePlanCharge object as their source, including IDs, charge and subscription numbers, rate plan identifiers, and any custom fields on SubscriptionRatePlanCharge. This helps merchants surface product- and subscription-level details on cardholder statements for scenarios such as multiple subscriptions per account, improving clarity and reducing chargebacks.

The use of this object is not meant for complex subscriptions and should only be implemented when each subscription is limited to a single charge to ensure continuity in the displayed descriptor.

Payments

Zuora now supports Zuora-originated network tokenization for the Checkout.com gateway. Network token provisioning is provided via Worldpay’s NPT product when cards are added through Payment Forms, HPM, or APIs, and then using those tokens (and their network transaction IDs) for both customer-initiated and merchant-initiated payments instead of PANs or gateway tokens. For more information about this, please contact your account representative.

Payments

For tenants with MultiCurrency enabled, Zuora has relaxed currency validation for bank transfer payment schemes only (for example, BACS / Direct Debit UK, non-SEPA bank transfers). Credit cards and other payment methods are not affected by this change.

• Multi-currency tenants can now add currency-specific bank transfer payment methods (for example, a GBP Direct Debit UK method on a USD billing account that has GBP subscriptions), while country and bank-transfer-type validation remain enforced.

• Hosted Payment Form (HPF) storePaymentMethod flows now use the HPF session currency when creating the payment method and during gateway validation, with safe handling when the session currency is missing or invalid.

• Single-currency tenants and SEPA behavior remain unchanged; strict currency validation still applies when MultiCurrency is not enabled.

Payments

Zuora now supports using network tokens for the Authorize operation (in addition to Payment) on supported gateways. When a network token is available (for example, provisioned via Worldpay NPT), Zuora sends network token data (token PAN, expiry, cryptogram) for authorization transactions instead of the underlying card PAN.

Payments

Zuora’s real-time reconciliation now distinguishes dispute outcomes for PayPal Complete Payment, creating external refunds only when the dispute result makes the merchant liable and skipping refunds when the merchant wins or the payment was already fully refunded. This avoids double refunds (for example, when Visa RDR and a manual refund both occur) and keeps A/R aligned with actual gateway money movement, while logging no-action and exception cases for audit and manual review.

Payments

Zuora now automatically checks the latest status of Vantiv v2 (Worldpay) payments and refunds that are stuck in the Processing state and updates them to Processed or Error based on the gateway’s response.

This uses Vantiv’s Status Query Transaction API to look up the real-time result for credit card and ACH transactions (payments and refunds) and then applies the appropriate action in Zuora, removing the need for manual clean-up and helping keep account balances and close activities accurate for high‑volume payment runs.

Cash Application

​​A new credit memo application rule, “Apply Credit to Source Item,” is now available. This rule allows credit memo items and their corresponding tax items to be applied directly to their original invoice items.

You can select this rule when applying a credit memo to an invoice through the UI by choosing it from the dropdown list. It is also supported via the REST API by specifying the rule in the request body.

Cash Application

In the Cash Application UI, the Credit Memo refund page now supports the referenceId field, consistent with Payment Refund behavior. For external refunds, users can enter a referenceId (up to 100 characters), which is now stored by the backend. For electronic refunds, the referenceId field is read-only and not accepted.

Finance

The Update Accounting Codes Mass Updater now supports updating Zuora Revenue accounting codes in bulk for:

• Product Rate Plan Charges

• Invoice Items

You can update these Zuora Revenue accounting code fields:

• Adjustment Liability Account

• Adjustment Revenue Account

• Contract Asset Account

• Contract Liability Account

• Contract Recognized Revenue Account

• Unbilled Receivables Account

Finance

You can now generate the AR Aging and AR Detail (AR Open Item) reports in the Reporting module for the current accounting period, not just past periods. When you select the current accounting period in the period dropdown, the reports calculate aging as of today (the run date).

This gives the Collections and Accounting teams more timely, operational “point-in-time” AR visibility throughout the period, helping them monitor open items and support period-end close more effectively.

Zuora REST API

We've enhanced the Object Query API operations for the following objects:

• Order Line Item:

  • Add the orderNumber field to the response body. This field is also supported as a valid field value for the sort[] and filter[] query parameters.

  • Add the following field values to the expand[] query parameter:

    • billto

    • soldtoinfo

    • owneraccount

    • invoiceowneraccount

• Rate Plan: Add name as a valid field value for the filter[] query parameter.

• Rate Plan Charge: Add the following field values to the filter[] query parameter:

  • name

  • billcycleday

  • chargemodel

  • chargetype

  • uom

2026.Q2.0.0

Added: April 13, 2026

Data Loader

We have enhanced the payment method data migration process to ensure all PCI-sensitive information is securely encrypted during migration and decrypted as part of the process. ​

Deployment Manager

Deployment Manager now supports the deployment of entire Experience Builder projects, along with specific published versions, from a source tenant to a target tenant. This enhancement allows you to deploy Experience Builder changes across environments more efficiently, reducing the need for manual reconfiguration.

Events and Notifications

The following commitment-related objects are now supported in Events and Notifications:

• Commitment

• Commitment Associated Account

• Commitment Associated Item

• Commitment Period

• Commitment Schedule

• Commitment Transaction

• Prepayment

• Prepayment Definition

This enhancement helps you monitor and automate commitment workflows more effectively by enabling custom events and custom scheduled events on these objects.

Integration Hub

Integration Hub now supports Functionality-Specific Default Mappings, enabling you to select from predefined mapping configurations for integration scenarios where data models do not align one-to-one. As part of this enhancement, a new Field Mapping option is available on the Salesforce CPQ for Billing screen, allowing you to choose and customize pre-configured templates for source-to-target field mappings, including a new object-mapping template for the Salesforce CPQ Orders to Zuora Subscription flow. This template supports Contract-to-Subscription mapping and provides greater flexibility to align with different data models. This update simplifies configuration and reduces the need for custom mappings.

Integration Hub

Integration Hub now supports JEXL-based expression interpolators, allowing you to define dynamic transformations using expressions during field mapping. You can reference source fields as variables and apply arithmetic operations or conditional logic (for example, calculations based on quantity or pricing conditions) to derive target field values.

To support this enhancement, a new JEXL Expression option has been added to the Expression Wizard section of the Field Mapping Rules screen. When selected, a configuration screen is displayed where you can define variables, construct expressions, and map the computed results directly within the integration flow. This enhancement improves flexibility and reduces the need for custom transformations in complex integration scenarios.

OneID

The Zuora Observability Connector for Splunk is now available in Integration Hub. This allows easy configuration through the UI and simplifies onboarding while enabling self-service data routing for monitoring and analytics.

OneID

Permission management for Zuora Billing is now centralized in OneID using a role-based framework across tenants. This includes migration of existing Billing permissions into OneID for more streamlined administration and governance.

OneID

OAuth 2.0 is now supported for Zuora Revenue APIs through the OneID platform, enabling a unified token-based authentication model. This enhances security, auditability, and consistency across integrations.

OneID

Zuora Zephr tenants can now use OneID for authentication, user management, and access control. This enables unified identity and role-based access across tenants, along with support for SSO, MFA, and centralized audit capabilities.

OneID

Zuora now has new APIs that provide enhanced visibility into user roles and access across Zuora tenants, enabling improved reporting, auditing, and governance of permissions.

OneID

Zuora University now uses OneID authentication to provide seamless access with unified credentials. This enhances user experience while aligning with enterprise security and identity standards.

OneID

Zuora Community now uses OneID authentication to provide seamless access with unified credentials. This improves user experience while ensuring alignment with enterprise identity, security, and access management standards.

Workflow

You can now define reusable Authentication Providers for Workflow callout steps. Authentication providers let you centrally manage provider credentials for external services (for example, S3) on a new Authentication Providers page, mark them active or inactive, and then select them as saved providers in workflow tasks instead of re-entering credentials in each workflow task config or using global variables.

This improves security and simplifies maintaining credentials used across multiple workflows.

Workflow

You can now use a new Mediation – Send Events task type in Zuora Workflow to automate sending usage events into Zuora Mediation. This task lets you send events to Mediation via API. This makes it easier to orchestrate usage events into Mediation without using generic HTTP callouts.

Workflow

You can now configure Workflow Upload and Download task types to use Amazon S3 as a source or target. For S3 downloads, you can define an S3 path pattern that supports wildcards and regular expressions, and configure post-download actions such as moving files to another bucket or folder and appending prefixes or suffixes to filenames.

This makes it easier and more secure to orchestrate file transfers between Zuora and S3 directly from Workflow.

Workflow

You can now use a new Bulk Job (Data Loader) task in Zuora Workflow to create and run Data Loader bulk jobs using the Bulk Data APIs, without building custom HTTP callouts. This task lets you pass files from upstream workflow steps into Data Loader jobs, submit and monitor those jobs, and retrieve success and error outputs as part of an automated flow, making it easier to orchestrate large-scale imports, updates, deletes, and other migration or operational jobs directly from Workflow.

Zuora REST API

A new RESTful Metadata API operation is now available to retrieve details about standard and custom fields across key Zuora business objects, including Account, Subscription, Invoice, Payment, and more.

With support for advanced Object Query API-like filters, including query flavors, this API enables programmatic schema exploration and eliminates reliance on static documentation and the legacy SOAP-based Describe API.

Data Query

You can now access Reporting metadata directly in Data Query (UI & API) by using three new read-only objects:

• Report - Metadata about report definitions

• ReportRun - Execution history of reports (up to last 1 year)

• ReportSchedule - Scheduling details and distribution lists

Zuora Reporting

We have enhanced the Manage Report Runs and Manage Report Schedules experience to improve visibility, usability, and administrative control.

The following are the improvements:

• Admins can now view and manage report schedules across all users (via the new Reporting Home experience)

• Helps prevent orphaned or duplicate schedules when users become inactive (via the new Reporting Home experience)

• Improved layout, terminology, and clarity across Report Runs and Report Schedules

  • “Scheduled Reports” renamed to “Report Schedules”

  • “Generated By” updated to “Created By” for better clarity

  • Added new columns for better visibility:

    • Schedule Start, Schedule Type (Once / Recurring)

    • Recurring Type (Daily / Weekly / Monthly)

    • Last Executed On

    • Next Execute On

    • Status (Active / Inactive)

    • Use Warehouse indicator

• Inactive users are clearly identified in schedules

• Enhanced filtering capabilities including Active/Inactive status, Report Type, Schedule Type, Recurrence, and Warehouse usage

• Added delay indicators with contextual tooltips for report runs on Metrics data sources (currently in beta)

Zuora Reporting

Reporting Admins and users with the ManageAllReports permission can now centrally manage all reports within a tenant through a unified All Reports experience. This enhancement enables admins to view reports across all users (including inactive users), transfer ownership, and delete obsolete reports along with their associated schedules without relying on Zuora Support. It improves governance, ensures continuity of access, and simplifies cleanup of orphaned reporting assets.

The following are the improvements:

• Reporting Admins and users with the ManageAllReports permission can now view and manage all reports across the tenant from a unified All Reports tab

• The new All Reports tab provides complete visibility into reports owned by all users, including inactive users

• Enables ownership transfer of one or multiple reports to an active user directly from the UI

• Transferred reports are automatically moved to My Reports > Transferred Reports (date) under the new owner

• Clear warning and confirmation provided when transferring reports from shared folders (reports become private and must be re-shared)

• Enables bulk deletion of reports along with their associated schedules

• Confirmation modal ensures admins are aware that deleting reports will also remove related schedules

• Improves governance by allowing cleanup of orphaned or obsolete reports without relying on Zuora Support

• All ownership transfer and deletion actions are internally logged for auditability

• Reduces operational overhead and eliminates dependency on Support for routine report management tasks

Zuora Reporting

You can now add Summary Report charts directly to the Zuora New Home Page Dashboard as widgets. This allows quick access to key business metrics using the latest report results without navigating to the Reporting module. Widgets display the most recent completed report run and support on-demand refresh, improving visibility and reducing time to insights.

The following are the improvements:

• Add Summary Report charts as widgets on the Home dashboard

• Widgets display visuals from the latest completed report run

• “Last refreshed at” timestamp reflects the latest report execution time

• Manual Refresh option to run reports on-demand directly from the widget

• “View Full Report” link for quick navigation to report details

• Only reports enabled via “Enable as Widget” are available for selection

• Respects user permissions; only accessible reports are shown

• Failed refresh shows error while retaining last successful data

Zuora Reporting

We have introduced a unified Reporting Home Page that centralizes key administrative capabilities for Zuora Reporting into a single, streamlined interface. This enhancement simplifies report management and improves visibility across your organization.

Accounting Report and RC workbench UI

Zuora Revenue now supports Net Activity (Debit - Credit) in the Accounting Report and RC workbench UI, eliminating the need for spreadsheet calculations. You can add Net Activity columns to your reports and layouts. This enables faster reconciliation with the GL.

Revenue - existing object

Zuora Revenue now provides additional BI3 schedule flags in the RevenueContractAccountingEntries object. Zuora Revenue clarifies the mapping of BI3 debit/credit flags (DR_ACCTG_FLAG, CR_ACCTG_FLAG) to the object model (ACCOUNTINGTYPEID, CREDITFLAG), enabling more consistent Data Query reporting.

Revenue - new objects

Enhancement to journal entries detail

New invoice line ID column: You can now add the 'Invoice Line ID' field to the Journal Entry Details layout in the Revenue Contract workbench.