Strengthen your Zuora foundation with best practice checklists from the Community, Knowledge Center, and Self Service Solutions so that you can confidently use Zuora. This checklist focuses on the Year-End Close Process in Zuora Billing where the goal is to update all transactions for the affected term to reflect the desired accounting codes.
Overview of Year-End Close in Zuora (Video)
□ Prerequisite: Restate Accounting Codes In Zuora To Align To Your Gl Chart Of Accounts
□ Step 1: Create new Chart of Accounts in Zuora (Video)
□ Step 2: Update Product Catalog Rate Plan Charges for Affected Charges (Video)
□ Step 3: Cancel All Posted Journal Runs for the Affected Term (Video)
□ Step 4: Re-open Accounting Periods for the Affected Term (Video)
□ Step 5: Use Finance Mass Updater Tool to Update Accounting Codes and Transactions (Video)
□ Step 6: Close the Accounting Periods One At a Time (Video)
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