The user interface (UI) of Zuora Revenue has been redesigned and improved since 2018 to provide a better user experience. Use the navigation information here to get started with the new UI.
The new Zuora Revenue UI is compatible with the Chrome browser only.
After you enter the URL to access Zuora Revenue, the login screen is displayed as shown in the following graphic. Provide your user ID and password, and then click login to log into Zuora Revenue.
After you log into Zuora Revenue, your custom dashboard is displayed. By default, the custom dashboard is empty after your first login and it indicates that you should configure your custom dashboard. Use the main menu options to do anything with Zuora Revenue, including configuring the custom dashboard.
To open the main menu, click the menu icon on the upper right corner. The main menu as shown in the following graphic is displayed with all available options. To close the main menu, click .
For the following main menu options, after you click them on the main menu, the side menu is then available to provide you with more advanced options:
- Setups > Application
- Setups > Security
- Policies > Performance Obligations
- Policies > Holds and Approvals
- Accounting > Period Open/Close
- Reports > Download Reports
To open the side menu, click the left white left arrow on the right side of the screen. To close the side menu, click the white right arrow .
To log out of Zuora Revenue, on the upper-right corner of the screen, click your user name and then click Log Out on the dropdown list.
In general, use left mouse clicks to navigate within Zuora Revenue. Hover the mouse over a table to access available buttons, icons or tooltips.
The following navigation elements are available in Zuora Revenue. An example is also provided for each type of navigation elements.
The clickable buttons are usually in the green color, such as Switch to POB, Notes/Attachment, and Approvals/Holds that are highlighted in red circles in the following graphic.
The clickable icons are represented by small squares in white or green color as highlighted in red squares in the following graphic.
The dropdown list is displayed for your selection when you click the arrow icon. The following graphic shows an example of the Release Event dropdown list when you edit a POB template.
Editable and read-only data fields
You can click in the editable data field and then input the value. In the following graphic, two editable data fields, Deferred Segments and Cost Func Fx Rate, are highlighted in red circles.
The read-only fields are grayed out and cannot be edited. The Ext Sell Price and Functional Currency fields, as highlighted in yellow in the following graphic, are read-only and cannot be edited.
Expandable data trees
When items are collapsed in a data tree, click the arrow in front of the item name to expand or collapse the item. In the following graphic, the UPON_BOOKING rule on the top is expanded. To collapse it again, click the down arrow highlighted in red squares.
Filters are useful when you want to locate something in large tables. To display the filter row, click the Toggle Row Filter icon . Then, input or select the value in the target column to quickly filter data. In the following graphic, the filter row as highlighted in yellow is displayed after you click . To hide the filter row, click again.
Inline editable grids
Some columns in a table are editable. To edit the value, click in the grid and then type the value. For example, to edit the Display Label value for the first row in the following graphic, click in that grid on the row.
Search boxes are indicated by the magnifying glass icon . When you see a box with a magnifying glass icon, you can type the value to search in the current table.
When a table is too large to fit in the screen, a slider is displayed on the right or at the bottom for you to scroll the table to view all data.
In some tables, when you hover the mouse over a line, icons will be displayed on the right side for eligible actions that you can take on the current line. In the following graphic, when you hover the mouse over the first line, three icons as highlighted in red circles show up for you to edit, copy, or delete the line.
Toggle switches provide only two values for you to select. In the following graphic, toggle switches are highlighted in red circles. You can choose either Yes or No for the switch.
During some configuration steps, you are asked to select fields from a list of all available fields. The following graphic shows an example of managing cost fields. The Available Fields section lists all fields that can be selected. The Selected Fields section lists all fields that have been selected for stratification.
- To add one or more fields for stratification, click the fields in the Available Fields section. The selected fields are highlighted in a different color, such as Adjustment Revenue Account and Carves Adjustment in this example. Then, click the left arrow to move these fields to the Selected Fields section. The selected fields will be removed from the Available Fields section and added to the Selected Fields section.
- To remove one or more fields from the Selected Fields section, click the fields and then click the right arrow to move your selection to the Available Fields section.
- Use the double right arrows to move all available fields to the Selected Fields section.
- Use the double left arrows to remove all selected fields.
- Use the up and down arrows to adjust the order in the Selected Fields section.