Making the proper preparations for your month-end close process is an important step to avoid common mistakes and other pitfalls. In our September finance workshop Reviewing the Month-End Close Process, Enterprise Services Manager Monique Romero shared an overview of prerequisites one should take for month-end close for accounting close.
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Accounting Close Prerequisites for Month-End Close
- Setup user permissions and roles
- Create accounting periods
- Creating chart of accounts
- Configure aging buckets
- Set up accounting codes
- Configure Segments and segmentation rule
Prerequisite 1: Setup Permissions and Roles
Zuora Billing Finance comes with two pre-configured roles, Administrator and Standard User. Customize your own roles to limit access for specific users.