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Set Revenue Automation Start Date

Overview

This article explains how to start Revenue Recognition by setting the Revenue Automation Start Date.

About the Revenue Automation Start Date

The Revenue Automation Start Date is an important date and is a one-time setting that triggers managing revenue automatically using revenue rules that you have defined. 

When choosing the Revenue Automation Start Date, the following apply:

  • The date must be on the start date of an open accounting period.
  • The date cannot be changed once set.

Set this date only when you are ready. This is the date when revenue recognition begins working in Zuora. This date cannot be changed.

 

Zuora starts managing revenue automatically on transactions when the following conditions are met:

  • The transaction post or process action happens after the revenue automation start date is set.
  • The transaction for invoice or invoice item adjustment date is on or after the revenue automation start date.

Set the Revenue Automation Start Date

Click your username at the top right and navigate to Finance Setting > Set Revenue Automation Start Date from the menu.

The following is an example of the Revenue Automation Start set to the start of the Jan'13 accounting period.

Set Revenue Automation Start Date

To set your Revenue Automation Start Date:

  1. Create a name between 2 and 50 characters.​
  2. Set the Revenue Automation Start Date, which must be the start of an accounting period.

The following is example of the Revenue Automation Start Date set to September 1, 2013, which is the start date for the September 2013 accounting period.

Example of the Revenue Automation Date after it is Set

Last modified
22:41, 23 Feb 2017

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