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Knowledge Center > Finance > Accounting Periods > View Accounting Period Summary

View Accounting Period Summary

After you have run a trial balance or closed an accounting period, you can view the Accounting Period Summary for information about Billings, Cash, and Revenue Detail as of the end of the accounting period.

Zuora Finance must be enabled on your tenant and you must have Zuora Finance Access permission to view the Accounting Period Summary.

To view the Accounting Period Summary, navigate to Finance > Accounting Periods, select the Accounting Periods tab (top left), select the accounting period you want to view, and then select the Summary tab.

Accounting Period Summary Tab

Viewing Consolidated Balances or Balances for Individual Currencies

To view a consolidated summary of all currencies converted into your home currency, select "Consolidated View" from the Currency drop-down menu.

You can also select individual currencies from the drop-down menu to view the summary for that currency only.

Detailed Information About Each Section in the Summary Tab 

For detailed information about each of the Summary sections, see the following:

You can also export the accounting period summary information

Last modified
23:12, 23 Feb 2017

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