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:
-
Prerequisite activities to be performed before the period-close process can be started, including:
- Report
- Program
- Workbench
- Manual task
-
Period-close activities to be performed to close a period, including:
- Program
- Report
- Period-open activities to be performed to open a period, including:
- Program
- Manual task
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.