Month end process

As part of the accounting period end process, you must perform the month-end activities within Zuora Revenue. The month-end activities are categorized into the following:

• Prerequisite activities to be performed before the period-close process can be started, including:

  • Report

  • Program

  • Workbench

  • Manual task

  For more information, see Prerequisite activities.

• Period-close activities to be performed to close a period, including:

  • Program

  • Report

  For more information, see Period-close activities.

• Period-open activities to be performed to open a period, including:

  • Program

  • Manual task

  For more information, see Period-open activities.

Zuora Revenue also provides optional application setups to facilitate month-end activities. For example, you can set up the soft freeze for period-close or period-open process. So that when the process is started, other users cannot bring in updates that might cause data discrepancies. Or you can create a period-close or period-open template to list the tasks that must be completed. So that the user who will close or open a period does not miss any required tasks. For information, see Application setups for month end process.