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How do I create a report for Invoice Item Adjustments with Revenue Schedules?

 


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Zuora Staff

Re: How do I create a report for Invoice Item Adjustments with Revenue Schedules?

You can use the download revenue detail report in the accounting period > Summary tab > scroll to the bottom for the report link.
Once the CSV report opens, you can add a filter to the header line and then filter by column E: Transaction Type, Select only Invoice Item Adjustment. All Invoice Item adjustments will be listed on this report with the service period start and end dates, amount, accounting codes, invoice #, customer #, rate plan charge name, etc.

 

You will have to open this report in each accounting period to review the invoice item adjustments.

 

https://knowledgecenter.zuora.com/CC_Finance/Revenue_Recognition/X_Accounting_Period_Revenue_Detail



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