- Setting the Context
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Setting the Context
What You’ll Learn
Your Role as a Zuora Administrator
Learn About the Company
Meet the Employees
Get Familiar with This Course
Before You Start - Use Cases
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Manage Custom Fields
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Configure Aging Balance Settings
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Configure Accounting Codes and Manage Chart of Accounts
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Configure Accounting Rules
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Setup Profiles, Notifications and Email Templates
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Set Revenue Automation Start Date
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Configure Revenue Event Types
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Manage Revenue Recognition Models and Rules
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Configure Segments and GL Segmentation Rules
- Conclusion
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Course Rating
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Next Steps
Zuora Finance Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.
This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.
By the end of the course, you’ll be able to:
• Identify the settings to address your company’s needs
• Configure those settings
• Perform set-up for testing purposes
• Verify the outcomes
Prerequisites:
• Introduction to Zuora
• Basics of Product Catalog
• Basics of Customer Accounts
• Basics of Subscriptions
• Basics of Amendments
• Basics of Billing Operations
• Basics of Payment Operations
• Basics of Notifications
• Zuora Finance: An Introduction
• Introduction to Accounting
The course is broken down as shown:
• Setting the Context
What You’ll Learn
Your Role as a Zuora Administrator
Learn About the Company
Meet the Employees
Get Familiar with This Course
Before You Start
Use Cases
• Manage Custom Fields
• Configure Aging Balance Settings
• Configure Accounting Codes and Manage Chart of Accounts
• Configure Accounting Rules
• Setup Profiles, Notifications and Email Templates
• Set Revenue Automation Start Date
• Configure Revenue Event Types
• Manage Revenue Recognition Models and Rules
• Configure Segments and GL Segmentation Rules
Conclusion
• Next Steps