Zuora RevPro: System-Related Setups

Zuora RevPro: System-Related Setups

Self-Paced: for anyone interested in learning about system related setup in RevPro including accounting calendar, account structure, currencies and user setup.

About this course

This course is designed for anyone interested in learning about system related setup in RevPro including accounting calendar, account structure, currencies and user setup.

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

  • Differentiate between system-related and policy-related setups
  • Explain the purpose of accounting periods in RevPro
  • Explain the purpose of accounting structure in RevPro
  • Describe how currencies are configured in RevPro
  • Describe how users and roles are set up in RevPro

Prerequisites:

  • A basic understanding of finance and accounting concepts
  • A basic understanding of ASC 606/IFRS 15 standards
  • A high-level understanding of Zuora RevPro capabilities

Course30 minutes

  • Before Getting Started
  • Setups in RevPro
  • Accounting Calendars
  • DEMO: Viewing an Accounting Calendar in RevPro
  • Accounting Structure
  • DEMO: Setting Up an Accounting Structure in RevPro
  • Currencies
  • DEMO: Viewing Currencies in RevPro
  • Users and Roles
  • DEMO: Creating Users and Roles in RevPro
  • Course Summary
  • Check Your Understanding
  • For More Information
  • Course Rating
  • Next Steps

About this course

This course is designed for anyone interested in learning about system related setup in RevPro including accounting calendar, account structure, currencies and user setup.

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

  • Differentiate between system-related and policy-related setups
  • Explain the purpose of accounting periods in RevPro
  • Explain the purpose of accounting structure in RevPro
  • Describe how currencies are configured in RevPro
  • Describe how users and roles are set up in RevPro

Prerequisites:

  • A basic understanding of finance and accounting concepts
  • A basic understanding of ASC 606/IFRS 15 standards
  • A high-level understanding of Zuora RevPro capabilities

Course30 minutes

  • Before Getting Started
  • Setups in RevPro
  • Accounting Calendars
  • DEMO: Viewing an Accounting Calendar in RevPro
  • Accounting Structure
  • DEMO: Setting Up an Accounting Structure in RevPro
  • Currencies
  • DEMO: Viewing Currencies in RevPro
  • Users and Roles
  • DEMO: Creating Users and Roles in RevPro
  • Course Summary
  • Check Your Understanding
  • For More Information
  • Course Rating
  • Next Steps