Finance

Overview

The topics in this section describe Zuora's finance features. 

Transferred to Accounting

You can easily track the status of each transaction with respect to the integration with your accounting system using the Transferred to Accounting field.

All transaction objects (including Invoices, Payments, Refunds, Invoice Item Adjustments, and Invoice Adjustments, and Credit Balance Adjustments) include the Transferred to Accounting field. This field is located in the Additional Fields section of the transaction object.

Z-Suite

Z-Suite is a tightly-coupled solution that leverages the core capabilities of both the Zuora and NetSuite applications. NetSuite is hosted ERP system, and Zuora connects to it as an accounting system in a CRM capacity.

The Z-Suite documentation describes how to install and use Z-Suite in your organization.