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Guidance for Accounting Period

Zuora

Guidance for Accounting Period

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In the new Reporting solution, the Accounting Period data source is only available as a related object in the following data sources:

  • Invoice Item
  • Invoice Item Adjustment
  • Invoice Adjustment
  • Invoice Payment
  • Refund Invoice Payment
  • Credit Balance Adjustment
  • Revenue Schedule Item
  • Revenue Schedule Item Invoice Item
  • Revenue Schedule Item Invoice Item Adjustment
  • Revenue Event Item
  • Revenue Event Item Invoice Item
  • Revenue Event Item Invoice Item Adjustment
  • Journal Entry Item

If you create a report that is based on one of the above data sources, you can use the related Accounting Period object in groupings and filters.