RE101 System-Related Settings in Zuora Revenue

Course 2 of 6 in Revenue 101

Introduction to the system-related setup in Zuora Revenue

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About this course

This course is designed for anyone interested in learning about the system-related setup in Zuora Revenue.

By the end of the course, you’ll be able to:

  • Differentiate between system-related and policy-related setups
  • Explain the purpose of accounting periods and accounting structures in Zuora Revenue
  • Describe how currencies are configured in Zuora Revenue
  • Describe how users and roles are set up in Zuora Revenue

 

Course20 minutes

  • Setups in Zuora Revenue
  • Accounting Calendars
  • DEMO: Viewing the Accounting Calendar in Zuora Revenue
  • Accounting Structure
  • DEMO: Setting up the Accounting Structure in Zuora Revenue
  • Currencies
  • DEMO: Viewing Currency Setup in Zuora Revenue
  • Users and Roles
  • DEMO: Creating Users and Roles in Zuora Revenue
  • Next Steps

About this course

This course is designed for anyone interested in learning about the system-related setup in Zuora Revenue.

By the end of the course, you’ll be able to:

  • Differentiate between system-related and policy-related setups
  • Explain the purpose of accounting periods and accounting structures in Zuora Revenue
  • Describe how currencies are configured in Zuora Revenue
  • Describe how users and roles are set up in Zuora Revenue

 

Course20 minutes

  • Setups in Zuora Revenue
  • Accounting Calendars
  • DEMO: Viewing the Accounting Calendar in Zuora Revenue
  • Accounting Structure
  • DEMO: Setting up the Accounting Structure in Zuora Revenue
  • Currencies
  • DEMO: Viewing Currency Setup in Zuora Revenue
  • Users and Roles
  • DEMO: Creating Users and Roles in Zuora Revenue
  • Next Steps