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Overview of month-end activities

Zuora

Overview of month-end activities

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:

Zuora Revenue also provides optional application setups to facilitate month-end activities. For example, you can set up a soft freeze for the period-close or period-open process to restrict users from making updates which may cause data discrepancies. Another option is to create a period-close or period-open template to list users' tasks. For more information, see Application setups for month-end process.