Basics of Zuora Finance Settings

Basics of Zuora Finance Settings

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.

About this course

This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.

By the end of this course, you’ll be able to:
• Identify the Zuora Finance settings
• Explain the purpose of each of the Zuora Finance settings
• Identify the default setting for each of the Zuora Finance settings

Prerequisites:
• Introduction to Zuora
• Basics of Product Catalog
• Basics of Customer Accounts
• Basics of Subscriptions
• Basics of Zuora Billing
• Basics of Zuora Payments

The course is broken down as shown:

Module 1
Overview of Zuora Finance Settings
Topic 1: Introduction
Topic 2: Why Configure Finance Settings?
Topic 3: Getting to the Zuora Finance Settings Screen
Topic 4: Zuora Finance Settings
Topic 5: Setting Up Zuora Finance

Module 2
Understanding Zuora Finance Settings
Listed below are Zuora's Finance settings. In this module, you'll learn about each in more detail.
• Manage Custom Fields
• Configure Aging Balance Settings
• Configure Accounting Codes
• Configure Accounting Rules
• Setup Profiles, Notifications, and Email Templates
• Set Revenue Automation Start Date
• Configure Revenue Event Types
• Manage Revenue Recognition Models
• Configure Segments

• Manage Revenue Recognition Rules
• Manage Chart of Accounts
Check Your Understanding

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course45 minutes

  • Module 1
  • Overview of Zuora Finance Settings

    Topic 1: Introduction
    Topic 2: Why Configure Finance Settings?
    Topic 3: Getting to the Zuora Finance Settings Screen
    Topic 4: Zuora Finance Settings
    Topic 5: Setting Up Zuora Finance

  • Module 2
  • Understanding Zuora Finance Settings

    Listed below are Zuora's Finance settings. In this module, you'll learn about each in more detail.
    • Manage Custom Fields
    • Configure Aging Balance Settings
    • Configure Accounting Codes
    • Configure Accounting Rules
    • Setup Profiles, Notifications, and Email Templates
    • Set Revenue Automation Start Date
    • Configure Revenue Event Types
    • Manage Revenue Recognition Models
    • Configure Segments
    • Configure GL Segmentation Rules
    • Manage Revenue Recognition Rules
    • Manage Chart of Accounts

  • Check Your Understanding
  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.

By the end of this course, you’ll be able to:
• Identify the Zuora Finance settings
• Explain the purpose of each of the Zuora Finance settings
• Identify the default setting for each of the Zuora Finance settings

Prerequisites:
• Introduction to Zuora
• Basics of Product Catalog
• Basics of Customer Accounts
• Basics of Subscriptions
• Basics of Zuora Billing
• Basics of Zuora Payments

The course is broken down as shown:

Module 1
Overview of Zuora Finance Settings
Topic 1: Introduction
Topic 2: Why Configure Finance Settings?
Topic 3: Getting to the Zuora Finance Settings Screen
Topic 4: Zuora Finance Settings
Topic 5: Setting Up Zuora Finance

Module 2
Understanding Zuora Finance Settings
Listed below are Zuora's Finance settings. In this module, you'll learn about each in more detail.
• Manage Custom Fields
• Configure Aging Balance Settings
• Configure Accounting Codes
• Configure Accounting Rules
• Setup Profiles, Notifications, and Email Templates
• Set Revenue Automation Start Date
• Configure Revenue Event Types
• Manage Revenue Recognition Models
• Configure Segments

• Manage Revenue Recognition Rules
• Manage Chart of Accounts
Check Your Understanding

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course45 minutes

  • Module 1
  • Overview of Zuora Finance Settings

    Topic 1: Introduction
    Topic 2: Why Configure Finance Settings?
    Topic 3: Getting to the Zuora Finance Settings Screen
    Topic 4: Zuora Finance Settings
    Topic 5: Setting Up Zuora Finance

  • Module 2
  • Understanding Zuora Finance Settings

    Listed below are Zuora's Finance settings. In this module, you'll learn about each in more detail.
    • Manage Custom Fields
    • Configure Aging Balance Settings
    • Configure Accounting Codes
    • Configure Accounting Rules
    • Setup Profiles, Notifications, and Email Templates
    • Set Revenue Automation Start Date
    • Configure Revenue Event Types
    • Manage Revenue Recognition Models
    • Configure Segments
    • Configure GL Segmentation Rules
    • Manage Revenue Recognition Rules
    • Manage Chart of Accounts

  • Check Your Understanding
  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps