Update Accounting Codes
The Update Accounting Codes mass action allows you to mass update accounting codes on transaction objects, such as invoice items. This reference describes the columns supported in the upload file and the columns added to the response file. See Mass Updater for more information.
When you have updated the accounting code of the following object types using the Update Accounting Codes mass action, the corresponding revenue schedules will also be updated:
- Invoice Item
- Invoice Item Adjustment
- Credit Memo Item
- Debit Memo Item
Upload File Columns
The following table describes the columns supported in the upload file.
The Credit Memo Item and Debit Memo Item transaction types are only available if you enable the Invoice Settlement feature.
The Unapplied Payment Accounting Code and On-Account Accounting Code columns are only available if you enable the Invoice Settlement feature.
The Invoice Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to have access to the feature, submit a request at Zuora Global Support.
Column | Required? | Description |
---|---|---|
Group ID |
Optional |
ID of the group that the record belongs to. If a record with a Group ID fails, any subsequent records in that group will not be processed. Type: string Character limit: 255 |
Object Key |
Required |
ID or transaction number of the object whose accounting code you want to update. The specified transaction must not be in a closed accounting period or included in a summary journal entry, otherwise, you will receive an error. Type: string Character limit: 32 |
Object Type |
Required |
Type of transaction object whose accounting code you want to update. Valid values are:
Type: enum |
Deferred Revenue Accounting Code |
Optional |
Deferred revenue accounting code that you want to associate with the object. Applicable if the Object Type is one of the following:
The accounting code must be active in your Zuora chart of accounts. If you don't want to update the accounting code, leave this field blank. Type: string Character limit: 100 |
Recognized Revenue Accounting Code |
Optional |
Recognized revenue accounting code that you want to associate with the object. Applicable if the Object Type is one of the following:
The accounting code must be active in your Zuora chart of accounts. If you don't want to update the accounting code, leave this field blank. Type: string Character limit: 100 |
Sales Tax Payable Accounting Code |
Optional |
Sales tax payable accounting code that you want to associate with the object. Applicable only if the Object Type is Taxation Item. The accounting code must be active in your Zuora chart of accounts. If you don't want to update the accounting code, leave this field blank. Type: string Character limit: 100 |
Bank Account Accounting Code |
Optional |
Bank account accounting code that you want to associate with the object. Applicable if the Object Type is one of the following:
The accounting code must be active in your Zuora chart of accounts. If you don't want to update the accounting code, leave this field blank. Type: string Character limit: 100 |
Cash on Account Accounting Code |
Optional |
Cash on account accounting code that you want to associate with the object. Applicable if the Object Type is Credit Balance Adjustment. The accounting code must be active in your Zuora chart of accounts. If you don't want to update the accounting code, leave this field blank. Type: string Character limit: 100 |
Unapplied Payment Accounting Code | Optional |
Unapplied payment accounting code that you want to associate with the object. Applicable if the Object Type is one of the following:
The accounting code must be active in your Zuora chart of accounts. If you don't want to update the accounting code, leave this field blank. Type: string Character limit: 100 |
On-Account Accounting Code | Optional |
Bank account accounting code that you want to associate with the object. Applicable if the Object Type is one of the following:
The accounting code must be active in your Zuora chart of accounts. If you don't want to update the accounting code, leave this field blank. Type: string Character limit: 100 |
Response File Columns
The following table describes the columns added to the response file.
Column | Description |
---|---|
Success |
|
Error Message |
Displays a brief description of the error if the record failed. |