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Month end process

Zuora

Month end process

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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.