What's the process to set up my Finance settings? (no revenue)

[monique]

What's the process to set up my Finance settings? Finance only, not including revenue Settings.

[monique · Accepted solution]

Here are the list of steps to be completed in order to set up your Finance Settings in your tenant.

Steps to take to set up Finance

1.Set Roles and Permissions

https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles

2. Set up Chart of Accounts/ Accounting codes (also known as GL #'s)

https://knowledgecenter.zuora.com/CC_Finance/A_Z-Finance/G_Chart_of_Accounts

3. Set up Accounting Periods- Best practice to create at least 3 years in advance

https://knowledgecenter.zuora.com/CC_Finance/A_Z-Finance/E_Accounting_Periods/AA_Set_Up_Accounting_P...

4. Configure Accounting Rules

https://knowledgecenter.zuora.com/CC_Finance/A_Z-Finance/E_Accounting_Periods/C_Configure_accounting...

5. Configure Aging Buckets

https://knowledgecenter.zuora.com/CC_Finance/A_Z-Finance/E_Accounting_Periods/A_Configure_Aging_Buck...

6. Add Accounting Codes and Revenue Rules to the following: Product Catalog Rate Plan, Tax Codes, Z-Payment Settings: Payment Method