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Month End Process

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You need to perform the month end activities within Zuora RevPro as part of the period end close process.

The month-end activities are categorized into three-period close sections and a section for period open:

  • Prerequisite activities to be performed before initiating period end close process
  • Mandatory programs to be run before finally closing the period
  • Period End Reports to be run to validate the data before closing the period
  • Period Open activities to be performed when new period is opened in Zuora RevPro

Perform the following procedures to complete the month end process:

  1. Prerequisites Before Closing a Period
  2. Perform Period End Close Process to Close a Period
  3. Perform Period Open Activities
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