Zuora Finance: Basics of Configuration

Zuora Finance: Basics of Configuration

Self-Paced: how Zuora Finance fits into the financial landscape of a subscription-based business model and gives an overview of Zuora Finance capabilities including configurations, accounting close process, and integrations. It's designed for anyone who wants to learn about Zuora Finance c

About this course

This course covers the various configurations that are available to you with Zuora Finance and demonstrates the steps involved in setting up these configurations. 

By the end of this course, you’ll be able to:

• Identify the different configurations in Zuora Finance
• Set roles and permissions
• List the steps in creating an accounting period 
• Describe the significance of configuring revenue recognition rules
• Set up and map accounting codes 
• Configure aging buckets

Prerequisites:
• Zuora Finance: An Introduction

The course is broken down as shown:

Module 1
Introduction to Zuora Finance: Basics of Configuration
Topic 1: Introduction
Topic 2: Zuora Finance: An Overview
Topic 3: Planning for Zuora Finance Configuration

Module 2
Setting Roles and Permissions
Topic 1: Pre-configured Roles and Permissions
Topic 2: Assign Pre-configured Roles to Users
Topic 3: Creating Custom Roles in Zuora Finance
Check Your Understanding I

Module 3
Setting Up Accounting Periods
Topic 1: Accounting Periods in Zuora
Topic 2: Uses of Accounting Periods
Topic 3: Creating Your First Accounting Period
Topic 4: Editing and Viewing Accounting Periods
Check Your Understanding II

Module 4
Configuring Zuora Finance Accounting Rules
Accounting Rules in Zuora Finance

Module 5
Setting Up Revenue Recognition Rules
Topic 1: An Introduction to Revenue Recognition 
Topic 2: Rules and Models of Revenue Recognition
Topic 3: Getting Started with Revenue Recognition
Topic 4: Setting Up Revenue Recognition Rules

Module 6
An Introduction to Accounting Codes
Topic 1: An Introduction to Accounting Codes
Topic 2: Using Accounting Codes
Topic 3: Setting Up Chart of Accounts
Topic 4: Mapping Accounting Codes
Topic 5: Creating an Accounting Code

Module 7
Configuring Aging Buckets
Check Your Understanding III

Module 8
Course Summary
Course Summary
Completed Objectives
Next Steps

Course1 hour

  • Module 1
  • Introduction to Zuora Finance: Basics of Configuration

    Topic 1: Introduction
    Topic 2: Zuora Finance: An Overview
    Topic 3: Planning for Zuora Finance Configuration

  • Module 2
  • Setting Roles and Permissions

    Topic 1: Pre-configured Roles and Permissions
    Topic 2: Assign Pre-configured Roles to Users
    Topic 3: Creating Custom Roles in Zuora Finance

  • Check Your Understanding I
  • Module 3
  • Setting Up Accounting Periods

    Topic 1: Accounting Periods in Zuora
    Topic 2: Uses of Accounting Periods
    Topic 3: Creating Your First Accounting Period
    Topic 4: Editing and Viewing Accounting Periods

  • Check Your Understanding II
  • Module 4
  • Configuring Zuora Finance Accounting Rules

    Accounting Rules in Zuora Finance

  • Module 5
  • Setting Up Revenue Recognition Rules

    Topic 1: An Introduction to Revenue Recognition 
    Topic 2: Rules and Models of Revenue Recognition
    Topic 3: Getting Started with Revenue Recognition
    Topic 4: Setting Up Revenue Recognition Rules

  • Module 6
  • An Introduction to Accounting Codes

    Topic 1: An Introduction to Accounting Codes
    Topic 2: Using Accounting Codes
    Topic 3: Setting Up Chart of Accounts
    Topic 4: Mapping Accounting Codes
    Topic 5: Creating an Accounting Code

  • Module 7
  • Configuring Aging Buckets

    Configuring Aging Buckets

  • Check Your Understanding III
  • Module 8
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course covers the various configurations that are available to you with Zuora Finance and demonstrates the steps involved in setting up these configurations. 

By the end of this course, you’ll be able to:

• Identify the different configurations in Zuora Finance
• Set roles and permissions
• List the steps in creating an accounting period 
• Describe the significance of configuring revenue recognition rules
• Set up and map accounting codes 
• Configure aging buckets

Prerequisites:
• Zuora Finance: An Introduction

The course is broken down as shown:

Module 1
Introduction to Zuora Finance: Basics of Configuration
Topic 1: Introduction
Topic 2: Zuora Finance: An Overview
Topic 3: Planning for Zuora Finance Configuration

Module 2
Setting Roles and Permissions
Topic 1: Pre-configured Roles and Permissions
Topic 2: Assign Pre-configured Roles to Users
Topic 3: Creating Custom Roles in Zuora Finance
Check Your Understanding I

Module 3
Setting Up Accounting Periods
Topic 1: Accounting Periods in Zuora
Topic 2: Uses of Accounting Periods
Topic 3: Creating Your First Accounting Period
Topic 4: Editing and Viewing Accounting Periods
Check Your Understanding II

Module 4
Configuring Zuora Finance Accounting Rules
Accounting Rules in Zuora Finance

Module 5
Setting Up Revenue Recognition Rules
Topic 1: An Introduction to Revenue Recognition 
Topic 2: Rules and Models of Revenue Recognition
Topic 3: Getting Started with Revenue Recognition
Topic 4: Setting Up Revenue Recognition Rules

Module 6
An Introduction to Accounting Codes
Topic 1: An Introduction to Accounting Codes
Topic 2: Using Accounting Codes
Topic 3: Setting Up Chart of Accounts
Topic 4: Mapping Accounting Codes
Topic 5: Creating an Accounting Code

Module 7
Configuring Aging Buckets
Check Your Understanding III

Module 8
Course Summary
Course Summary
Completed Objectives
Next Steps

Course1 hour

  • Module 1
  • Introduction to Zuora Finance: Basics of Configuration

    Topic 1: Introduction
    Topic 2: Zuora Finance: An Overview
    Topic 3: Planning for Zuora Finance Configuration

  • Module 2
  • Setting Roles and Permissions

    Topic 1: Pre-configured Roles and Permissions
    Topic 2: Assign Pre-configured Roles to Users
    Topic 3: Creating Custom Roles in Zuora Finance

  • Check Your Understanding I
  • Module 3
  • Setting Up Accounting Periods

    Topic 1: Accounting Periods in Zuora
    Topic 2: Uses of Accounting Periods
    Topic 3: Creating Your First Accounting Period
    Topic 4: Editing and Viewing Accounting Periods

  • Check Your Understanding II
  • Module 4
  • Configuring Zuora Finance Accounting Rules

    Accounting Rules in Zuora Finance

  • Module 5
  • Setting Up Revenue Recognition Rules

    Topic 1: An Introduction to Revenue Recognition 
    Topic 2: Rules and Models of Revenue Recognition
    Topic 3: Getting Started with Revenue Recognition
    Topic 4: Setting Up Revenue Recognition Rules

  • Module 6
  • An Introduction to Accounting Codes

    Topic 1: An Introduction to Accounting Codes
    Topic 2: Using Accounting Codes
    Topic 3: Setting Up Chart of Accounts
    Topic 4: Mapping Accounting Codes
    Topic 5: Creating an Accounting Code

  • Module 7
  • Configuring Aging Buckets

    Configuring Aging Buckets

  • Check Your Understanding III
  • Module 8
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps