Zuora Revenue
Welcome to the technical documentation of Zuora Revenue.
Zuora Revenue is the revenue automation software that automates and manages every process in the revenue cycle. It can be seamlessly integrated into any ERP system to deliver unparalleled visibility, functionality, and configurability to the revenue recognition and reporting process. Zuora Revenue can provide you with real-time insights to instantly recognize, reconcile, and analyze revenue for subscriptions, products, and usage-based services.
We would love to hear your feedback on our documentation. Please feel free to email us at docs@zuora.com or post in Zuora Revenue Community.
The information in this Knowledge Center applies to the latest version of Zuora Revenue in the cloud environment.
- Get started
- Links to the product overview of Zuora Revenue and other helpful resources.
- Zuora Revenue Release Notes
- Serves as the central point to access to the release notes of Zuora Revenue.
- Zuora Revenue network
- Introduces the IP addresses used by Zuora Revenue for inbound and outbound communication requests and describes how to test the network connectivity for Zuora Revenue.
- Test Zuora Revenue in different environments
- Introduces the testing environments of Zuora Revenue.
- System-related configuration
- Lists the system-related configurations in Zuora Revenue and provides the links to more details.
- Overview of system configuration
- Configure accounting structure
- Manage user access
- Configure multiple books in Zuora Revenue
- Configure password policy
- Create custom staging field
- Configure currency format
- Set up profiles
- Enable email notifications
- Create your custom dashboard
- Configure multiple organizations
- Integration of current GAAP and future GAAP
- Set up data augmentation rule
- Policy-related configuration
- Provides an overview of policy-related configuration required in Zuora Revenue as well as links to get more detailed information.
- Data validation process
- Provides an overview of the data validation process in Zuora Revenue.
- Data management
- Introduces the data management functionality with the Data Interface menu in Zuora Revenue.
- Transaction processing
- Provides an overview of transaction processing in Zuora Revenue.
- Consumption revenue recognition
- Acts as the central point to access all information about the Consumption Revenue functionality.
- Event processing
- Provides an overview of the workflow for event processing in Zuora Revenue.
- Long-term and short-term reclassification
- Provides an overview of the LT/ST reclassification functionality and the required system configuration.
- Month end process
- Provides links to the articles about the month-end process in Zuora Revenue.
- Manual journal entries
- Provides an overview of manual journal entries in Zuora Revenue and also links to different end-user tasks.
- Multi-currency contracts
- Provides an overview of multi-currency contracts in Zuora Revenue.
- Ramp deals in Zuora Revenue
- Provides an overview of how ramp deals are processed in Zuora Revenue.
- Reports
- Provides links to the articles that are related to Zuora Revenue reports.
- Transfer accounting
- Introduces how to transfer journal entries from Zuora Revenue to the general ledger.
- Advanced functionalities
- Provides a high-level introduction of some advanced functionalities and links to more details.
- Workbench
- Provides links to the articles that introduce the Workbench related operations.
- Billing - Revenue Integration
- Contains information that is specific to Zuora Billing - Revenue Integration environments.
- Overview of Billing - Revenue integration enablement
- Billing - Revenue Integration infrastructure overview
- Map Billing entities to Revenue organizations
- Sync currency exchange rate for billing documents
- Best practice for transitioning to Revenue Sync
- Expectations of Billing - Revenue Integration
- Expectations with data from other upstream systems
- CCV calculation
- Charge contractual value reconciliation
- Credit memo reversal in Billing - Revenue integration
- Best practices for using Billing - Revenue Integration
- Data reconciliation between Zuora Billing and Zuora Revenue
- Enable Invoice Settlement for Billing - Revenue Integration
- Enable SSO between Zuora Billing and Zuora Revenue
- Handle variances for reconciliation between booking and billing
- Mapping between Zuora Billing and Zuora Revenue
- Prepare for data collection in Billing - Revenue Integration environment
- Run Billing to Revenue Data Completeness report
- Subscription term for revenue generation
- Troubleshoot Billing - Revenue Integration
- Unified invoicing in Zuora Revenue
- Use cases of mapping order actions or amendments
- Zuora Revenue changes for integration with Zuora Billing
- Release Notes of Billing - Revenue Integration
- Zuora Revenue UI
- Provides navigation instructions about Zuora Revenue UI.
- Revenue insights and analytics
- Provides information about the product features related to real-time revenue statistics and insights, such as Revenue Analytics dashboard.
- Integration service (BI Views V2)
- Provides an overview of BI Views V2 and the integration service endpoints to access the BI Views operations.
- Zuora Revenue BI views
- Zuora Revenue BI views can be used for modeling, extraction, and development of your own analytical business intelligence for your organization.
- Zuora Revenue cloud conversion
- Introduces the EOL plan of the older versions of Zuora Revenue and the migration recommendation.
- Best practice for using Revenue APIs
- Provides best practices for uploading and downloading data for Zuora Revenue.