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Finance roles

Zuora

Finance roles

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This reference lists the user roles and permissions associated with the Finance role. See User roles for general information about user roles.

Finance user roles

Your Zuora tenant has two Finance roles by default.

  • Zuora Finance Administrator: Users with this role is given access to all Finance functionality and can manage all Finance processes.
  • Zuora Finance Standard User: Users with this role have more limited access. They cannot manage the close process, or delete or reopen accounting periods.

You can also create custom Finance user roles as needed by clicking Add new role.

View roles and permissions

To access the Finance user roles and permissions, perform the following steps:

  1. Click your username at the top right and navigate to Administration > Manage User Roles.
  2. On the Manage Roles page, select Finance from the View Role List of list. 
  3. Click the role name or view to manage permissions assigned to the selected role.

Finance permissions

The following table describes the Finance user permissions and shows whether each permission is enabled for Zuora Finance Standard Users.

Area Permission Description Granted to Standard User?

Finance

Finance Access

Allows users to access Finance.

Yes

Accounting Periods

Create Accounting Period

Allows users to create and edit accounting periods.

Yes

Delete Accounting Period

Allows users to delete accounting periods.

No

Manage Close Process

Allows users to change the status of accounting periods to Pending Close and close accounting periods. See Accounting Periods.

No

Reopen Accounting Period

Allows users to reopen accounting periods.

No

Run Trial Balance

Allows users to run trial balances.

Yes

Chart of Accounts

Create Accounting Code

Allows users to create accounting codes.

Yes

Delete Unused Accounting Code

Allows users to delete accounting codes.

Yes

Manage Accounting Code

Allows users to create, edit, delete, activate, and deactivate accounting codes. See Set Up Chart of Accounts.

Yes

Revenue Recognition Rules

Create Revenue Recognition Rule

Allows users to create revenue recognition rules.

Yes

Manage Revenue Recognition Rule

Allows users to create, edit, delete, activate, and deactivate revenue recognition rules. See Manage a Revenue Rule.

Yes

Revenue Schedules

Create Custom Revenue Schedule

Allows users to manually create revenue schedules.

Yes

Change Revenue Distribution

Allows users to manually distribute revenue.

Yes

Delete Custom Revenue Schedule 

Allows users to delete revenue schedules that use a custom unlimited recognition rule.

Yes

Segments

Create Segment

Allows users to create segments.

Yes

Manage Segment

Allows users to create, edit, and delete segments. See Segments.

Yes

GL Segmentation Rules

Create GL Segmentation Rule 

Allows users to create GL segmentation rules.

Yes

Manage GL Segmentation Rule

Allows users to create, edit, delete, activate, and deactivate GL segmentation rules. See GL Segmentation Rules.

Yes

Journal Runs

Create Journal Run

Allows users to create journal runs.

Yes

Cancel Journal Run

Allows users to cancel journal runs.

Yes

Delete Cancelled Journal Run

Allows users to delete journal runs that have been canceled.

Yes

Journal Entries

Create Journal Entry

Allows users to manually create journal entries using the REST API.

Yes

Edit Journal Entry

Allows users to edit journal entries.

Yes

Cancel Journal Entry

Allows users to cancel journal entries.

Yes

Delete Cancelled Journal Entry

Allows users to delete journal entries that have been canceled.

Yes

Override Transferred to Accounting

Allows users to change Transferred to Accounting of a journal entry from Yes to a different value. 

No

Admin

Manage Finance Settings

Allows users to access Finance Settings.

Yes