- Module 1
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Introduction to Zuora Finance: Basics of Configuration
Topic 1: Introduction
Topic 2: Zuora Finance: An Overview
Topic 3: Planning for Zuora Finance Configuration - Module 2
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Setting Roles and Permissions
Topic 1: Pre-configured Roles and Permissions
Topic 2: Assign Pre-configured Roles to Users
Topic 3: Creating Custom Roles in Zuora Finance -
Check Your Understanding I
- Module 3
-
Setting Up Accounting Periods
Topic 1: Accounting Periods in Zuora
Topic 2: Uses of Accounting Periods
Topic 3: Creating Your First Accounting Period
Topic 4: Editing and Viewing Accounting Periods -
Check Your Understanding II
- Module 4
-
Configuring Zuora Finance Accounting Rules
Accounting Rules in Zuora Finance
- Module 5
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Setting Up Revenue Recognition Rules
Topic 1: An Introduction to Revenue Recognition
Topic 2: Rules and Models of Revenue Recognition
Topic 3: Getting Started with Revenue Recognition
Topic 4: Setting Up Revenue Recognition Rules - Module 6
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Setting Up and Mapping Accounting Codes
Topic 1: An Introduction to Accounting Codes
Topic 2: Using Accounting Codes
Topic 3: Setting Up Chart of Accounts
Topic 4: Mapping Accounting Codes
Topic 5: Creating an Accounting Code - Module 7
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Configuring Aging Buckets
Configuring Aging Buckets
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Check Your Understanding III
- Module 8
-
Course Summary
Course Summary
Completed Objectives -
Course Rating
-
Next Steps
Zuora Finance: Basics of Configuration
Self-Paced: designed for anyone who wants to learn about Zuora Finance capabilities.
This course covers the various configurations that are available to you with Zuora Finance and demonstrates the steps involved in setting up these configurations.
By the end of this course, you’ll be able to:
• Identify the different configurations in Zuora Finance
• Set roles and permissions
• List the steps in creating an accounting period
• Describe the significance of configuring revenue recognition rules
• Set up and map accounting codes
• Configure aging buckets
Prerequisites:
• Zuora Finance: An Introduction
The course is broken down as shown:
Module 1
Introduction to Zuora Finance: Basics of Configuration
Topic 1: Introduction
Topic 2: Zuora Finance: An Overview
Topic 3: Planning for Zuora Finance Configuration
Module 2
Setting Roles and Permissions
Topic 1: Pre-configured Roles and Permissions
Topic 2: Assign Pre-configured Roles to Users
Topic 3: Creating Custom Roles in Zuora Finance
Check Your Understanding I
Module 3
Setting Up Accounting Periods
Topic 1: Accounting Periods in Zuora
Topic 2: Uses of Accounting Periods
Topic 3: Creating Your First Accounting Period
Topic 4: Editing and Viewing Accounting Periods
Check Your Understanding II
Module 4
Configuring Zuora Finance Accounting Rules
Accounting Rules in Zuora Finance
Module 5
Setting Up Revenue Recognition Rules
Topic 1: An Introduction to Revenue Recognition
Topic 2: Rules and Models of Revenue Recognition
Topic 3: Getting Started with Revenue Recognition
Topic 4: Setting Up Revenue Recognition Rules
Module 6
An Introduction to Accounting Codes
Topic 1: An Introduction to Accounting Codes
Topic 2: Using Accounting Codes
Topic 3: Setting Up Chart of Accounts
Topic 4: Mapping Accounting Codes
Topic 5: Creating an Accounting Code
Module 7
Configuring Aging Buckets
Check Your Understanding III
Module 8
Course Summary
Course Summary
Completed Objectives
Next Steps