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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. The Accounting Period Summary tab will not be available if you have the Only Generate Action Required in Trial Balance feature enabled.

To view the Accounting Period Summary, navigate to Finance > Accounting Periods, select the accounting period you want to view, and then select the 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