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ledger balance report

Is there a report or an easy way to get a net ledger balance out of Zuora?  We had a funny transaction back in November and we're having trouble following it through to today, and we were hoping there was a report that could show all the inputs and outputs from a specific point in time.  Does that exist?

 

Thank you!

Heidi

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Zuora Staff

Re: ledger balance report

You can use the download detail report in the November period > Balances Tab. This report contains all transactions processed for this period. You can add a filter to the header row and you can filter the report by transaction type, customer, date, etc. This report is for this accounting period only, if you would like to view other period, you will have to download those period download detail report as well.

 

https://knowledgecenter.zuora.com/CC_Finance/E_Accounting_Periods/F_View_Accounting_Period_Balances/...

 

Please let us know if you have any further questions.



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