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On December 7, Customer Success Manager and Revenue and Finance Advocate @Monique Romero   hosted a Finance Workshop for Billing customers on Redistributing Revenue Using Mass Updater. The session began with a Zuora Best Practice Tool Tip on Revenue Rules which is that Revenue Rules should be created and assigned to the product rate plan charges before you start invoicing to ensure a revenue schedule is created at the time of billing. Hear more of what Monique has to share about Revenue Rules in this video: ​​ Revenue Recognition with Zuora Billing - Presentation The workshop covered redistributing Billing Revenue- using Mass Updater. If you have ...
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On October 12, we held a finance workshop on accounting code restatement. Customer Success Manager @Monique Romero walked us through the process that many will be performing for their year-end close activities. To have all transactions for the affected term updated to reflect the desired accounting codes, follow these steps:   Create new Chart of Accounts in Zuora Update Product Catalog Rate Plan Charges for affected charges Cancel all posted journal runs for the affected term Re-open accounting periods for the affected term Use Finance Mass Updater tool to update accounting codes and transactions Close the accounting periods ...
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On August 10th, the Zuora Community hosted a Finance Best Practice workshop with Zuora Finance and Revenue expert Monique Romero where she shared some tips on Revenue Recognition with Zuora Billing. The Community workshop recording was shared with attendees. If you weren’t able to attend, check out these best practices to follow from her presentation: Why align your GL chart of accounts with Zuora chart of accounts? What to do when your Revenue and AR been out of balance at end of month? Why is it a good practice to check Revenue Rules first? What is the difference between Billing and Revenue? How does a Revenue Rule impact my AR? ...
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--> On June 8th, the Zuora Community with Zuora Finance and Revenue experts, Monique Romero and Nikki Wong hosted a Table Talk Workshop on Finance Best Practices for Zuora Billing customers with an overview of Z-Billing Revenue, Central Revenue, and RevPro.  The Community workshop recording was shared with attendees. If you weren’t able to attend, please see the following presentation that covers the following: User Permissions Permissions Error Message “You do not have permission to override Accounting Code on payments. For more information, contact your company administrator. None of your changes have been saved” How to Get Trusted ...
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The Zuora Community has a lot of excellent content that benefits users and they are interspersed within the Community.  To make these valuable, hard-to-find resources more readily available, we've compiled a list of our Greatest Hits.   What is the month end close process?  Whats the process to set up my Revenue Settings? How can I change the default payment method in my tenant? How to Distribute revenue for a 13 month term over 12 month period to give a free period? ASC606 Basics of Reading the Deferred Revenue Report How do I update my accounting codes on posted invoices for the past year? How do I reconcile my Payments ...
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