Accounting Set-Up in Zuora

Accounting Set-Up in Zuora

Video: for anyone interested in learning the pre-requisite set-ups required for the accounting close process.

About this course

This video series briefly covers the pre-requisite set-ups required for the accounting close process. These and other set-ups are also required for Zuora Finance processes such as revenue recognition, reporting, and integration to your GL (covered in other ZU courses). For a comprehensive look at Zuora finance capabilities including configuration, accounting close, and integration, consider taking the self-paced courses in the Zuora Finance series.

In this series of videos, Monique Romero, Zuora Subject Expert for Finance and Revenue, covers how to:

  • Create User Roles
  • Create Accounting Periods
  • Creating Accounting Codes
  • Configure Aging Buckets
  • Map Accounting Codes

Zuora recommends that key members of your Finance team are involved in making these configuration decisions, as these choices made during the implementation stage have downstream implications and are difficult to change later.

Course27 minutes

  • Step 1
  • Setting Up User Roles and Permissions
  • Step 2
  • Creating Accounting Periods
  • Step 3
  • Creating Accounting Codes
  • Step 4
  • Configuring Aging Buckets
  • Step 5
  • Mapping Accounting Codes
  • Course Rating
  • Next Steps

About this course

This video series briefly covers the pre-requisite set-ups required for the accounting close process. These and other set-ups are also required for Zuora Finance processes such as revenue recognition, reporting, and integration to your GL (covered in other ZU courses). For a comprehensive look at Zuora finance capabilities including configuration, accounting close, and integration, consider taking the self-paced courses in the Zuora Finance series.

In this series of videos, Monique Romero, Zuora Subject Expert for Finance and Revenue, covers how to:

  • Create User Roles
  • Create Accounting Periods
  • Creating Accounting Codes
  • Configure Aging Buckets
  • Map Accounting Codes

Zuora recommends that key members of your Finance team are involved in making these configuration decisions, as these choices made during the implementation stage have downstream implications and are difficult to change later.

Course27 minutes

  • Step 1
  • Setting Up User Roles and Permissions
  • Step 2
  • Creating Accounting Periods
  • Step 3
  • Creating Accounting Codes
  • Step 4
  • Configuring Aging Buckets
  • Step 5
  • Mapping Accounting Codes
  • Course Rating
  • Next Steps