Zuora Finance Settings: Common Use Cases

Zuora Finance Settings: Common Use Cases

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 the course, you’ll be able to:
• Identify the settings to address your company’s needs
• Configure those settings
• Perform set-up for testing purposes
• Verify the outcomes

Prerequisites:
• Introduction to Zuora
• Basics of Product Catalog
• Basics of Customer Accounts
• Basics of Subscriptions
• Basics of Amendments
• Basics of Billing Operations
• Basics of Payment Operations
• Basics of Notifications
• Zuora Finance: An Introduction
• Introduction to Accounting

The course is broken down as shown:
• Setting the Context
  What You’ll Learn
  Your Role as a Zuora Administrator
  Learn About the Company
  Meet the Employees
  Get Familiar with This Course
  Before You Start

Use Cases
• Manage Custom Fields
• Configure Aging Balance Settings
• Configure Accounting Codes and Manage Chart of Accounts
• Configure Accounting Rules
• Setup Profiles, Notifications and Email Templates
• Set Revenue Automation Start Date
• Configure Revenue Event Types
• Manage Revenue Recognition Models and Rules
• Configure Segments and GL Segmentation Rules

Conclusion
• Next Steps

Course45 minutes

  • Setting the Context
  • Setting the Context

    What You’ll Learn
    Your Role as a Zuora Administrator
    Learn About the Company
    Meet the Employees
    Get Familiar with This Course
    Before You Start

  • Use Cases
  • Manage Custom Fields
  • Configure Aging Balance Settings
  • Configure Accounting Codes and Manage Chart of Accounts
  • Configure Accounting Rules
  • Setup Profiles, Notifications and Email Templates
  • Set Revenue Automation Start Date
  • Configure Revenue Event Types
  • Manage Revenue Recognition Models and Rules
  • Configure Segments and GL Segmentation Rules
  • Conclusion
  • 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 the course, you’ll be able to:
• Identify the settings to address your company’s needs
• Configure those settings
• Perform set-up for testing purposes
• Verify the outcomes

Prerequisites:
• Introduction to Zuora
• Basics of Product Catalog
• Basics of Customer Accounts
• Basics of Subscriptions
• Basics of Amendments
• Basics of Billing Operations
• Basics of Payment Operations
• Basics of Notifications
• Zuora Finance: An Introduction
• Introduction to Accounting

The course is broken down as shown:
• Setting the Context
  What You’ll Learn
  Your Role as a Zuora Administrator
  Learn About the Company
  Meet the Employees
  Get Familiar with This Course
  Before You Start

Use Cases
• Manage Custom Fields
• Configure Aging Balance Settings
• Configure Accounting Codes and Manage Chart of Accounts
• Configure Accounting Rules
• Setup Profiles, Notifications and Email Templates
• Set Revenue Automation Start Date
• Configure Revenue Event Types
• Manage Revenue Recognition Models and Rules
• Configure Segments and GL Segmentation Rules

Conclusion
• Next Steps

Course45 minutes

  • Setting the Context
  • Setting the Context

    What You’ll Learn
    Your Role as a Zuora Administrator
    Learn About the Company
    Meet the Employees
    Get Familiar with This Course
    Before You Start

  • Use Cases
  • Manage Custom Fields
  • Configure Aging Balance Settings
  • Configure Accounting Codes and Manage Chart of Accounts
  • Configure Accounting Rules
  • Setup Profiles, Notifications and Email Templates
  • Set Revenue Automation Start Date
  • Configure Revenue Event Types
  • Manage Revenue Recognition Models and Rules
  • Configure Segments and GL Segmentation Rules
  • Conclusion
  • Course Rating
  • Next Steps