Zuora Finance - An Introduction

Self-Paced: for anyone interested in learning about Zuora Finance capabilities.

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About this course

This course is designed for anyone interested in learning about Zuora Finance capabilities.

By the end of this course, you'll be able to: 
• Recognize the characteristics of subscription finance
• Identify the capabilities of Z-Finance
• Explain how Z-Finance addresses subscription business challenges
• Describe how to configure Z-Finance
• List the steps in closing an accounting period with Z-Finance
• Recognize how Z-Finance integrates with other systems

Prerequisites: 
• Introduction to Zuora
• Introduction to Accounting
• Basics of Product Catalog

The course is broken down as shown:

Module 1
An Introduction to Zuora Finance
Welcome
Topic 1: What Does it Mean to Be a Subscription-Based Business?
Topic 2: Impact of Subscription-Based Business Model
Topic 3: Complexities of Subscription Finance
Topic 4: Measuring and Valuing Your Subscription-Based Business
Topic 5: What Is Zuora Finance?
Topic 6: Zuora Finance: The Big Picture
Check Your Understanding I

Module 2
Zuora Finance Capabilities
CONFIGURATION:
Configuring roles and permissions
Setting up the accounting period
Configuring Zuora Finance accounting rules 
Setting up accounting codes and chart of accounts
Setting up revenue recognition rules
Mapping accounting codes 
Configuring aging buckets
ACCOUNTING CLOSE:
Step 1: Set accounting period to ‘Pending Close’
Step 2: Run a trial balance 
Step 3: View the accounting period summary
Step 4: Close the accounting period
Step 5: View accounting period balances
Step 6: Export accounting period information
INTEGRATION:
Summary Integration
Detail Integration
Check Your Understanding II

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course1 hour

  • Module 1
  • An Introduction to Zuora Finance

    Welcome
    Topic 1: What Does it Mean to Be a Subscription-Based Business?
    Topic 2: Impact of Subscription-Based Business Model
    Topic 3: Complexities of Subscription Finance
    Topic 4: Measuring and Valuing Your Subscription-Based Business
    Topic 5: What Is Zuora Finance?
    Topic 6: Zuora Finance: The Big Picture

  • Check Your Understanding I
  • Module 2
  • Zuora Finance Capabilities

    CONFIGURATION:
    Configuring roles and permissions
    Setting up the accounting period
    Configuring Zuora Finance accounting rules 
    Setting up accounting codes and chart of accounts
    Setting up revenue recognition rules
    Mapping accounting codes 
    Configuring aging buckets
    ACCOUNTING CLOSE:
    Step 1: Set accounting period to ‘Pending Close’
    Step 2: Run a trial balance 
    Step 3: View the accounting period summary
    Step 4: Close the accounting period
    Step 5: View accounting period balances
    Step 6: Export accounting period information
    INTEGRATION:
    Summary Integration
    Detail Integration

  • Check Your Understanding II
  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Next Steps

About this course

This course is designed for anyone interested in learning about Zuora Finance capabilities.

By the end of this course, you'll be able to: 
• Recognize the characteristics of subscription finance
• Identify the capabilities of Z-Finance
• Explain how Z-Finance addresses subscription business challenges
• Describe how to configure Z-Finance
• List the steps in closing an accounting period with Z-Finance
• Recognize how Z-Finance integrates with other systems

Prerequisites: 
• Introduction to Zuora
• Introduction to Accounting
• Basics of Product Catalog

The course is broken down as shown:

Module 1
An Introduction to Zuora Finance
Welcome
Topic 1: What Does it Mean to Be a Subscription-Based Business?
Topic 2: Impact of Subscription-Based Business Model
Topic 3: Complexities of Subscription Finance
Topic 4: Measuring and Valuing Your Subscription-Based Business
Topic 5: What Is Zuora Finance?
Topic 6: Zuora Finance: The Big Picture
Check Your Understanding I

Module 2
Zuora Finance Capabilities
CONFIGURATION:
Configuring roles and permissions
Setting up the accounting period
Configuring Zuora Finance accounting rules 
Setting up accounting codes and chart of accounts
Setting up revenue recognition rules
Mapping accounting codes 
Configuring aging buckets
ACCOUNTING CLOSE:
Step 1: Set accounting period to ‘Pending Close’
Step 2: Run a trial balance 
Step 3: View the accounting period summary
Step 4: Close the accounting period
Step 5: View accounting period balances
Step 6: Export accounting period information
INTEGRATION:
Summary Integration
Detail Integration
Check Your Understanding II

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course1 hour

  • Module 1
  • An Introduction to Zuora Finance

    Welcome
    Topic 1: What Does it Mean to Be a Subscription-Based Business?
    Topic 2: Impact of Subscription-Based Business Model
    Topic 3: Complexities of Subscription Finance
    Topic 4: Measuring and Valuing Your Subscription-Based Business
    Topic 5: What Is Zuora Finance?
    Topic 6: Zuora Finance: The Big Picture

  • Check Your Understanding I
  • Module 2
  • Zuora Finance Capabilities

    CONFIGURATION:
    Configuring roles and permissions
    Setting up the accounting period
    Configuring Zuora Finance accounting rules 
    Setting up accounting codes and chart of accounts
    Setting up revenue recognition rules
    Mapping accounting codes 
    Configuring aging buckets
    ACCOUNTING CLOSE:
    Step 1: Set accounting period to ‘Pending Close’
    Step 2: Run a trial balance 
    Step 3: View the accounting period summary
    Step 4: Close the accounting period
    Step 5: View accounting period balances
    Step 6: Export accounting period information
    INTEGRATION:
    Summary Integration
    Detail Integration

  • Check Your Understanding II
  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Next Steps