View accounting periods

On the Accounting Period List page, you can organize how you want to view accounting periods, by the following:

• All Accounting Periods: Displays all accounting periods.
• Current and Past Periods: Default view. Displays the current accounting period, followed by the previous accounting periods.
• Status - Open: Displays open accounting periods.
• Status - Closed: Displays closed accounting periods.

Edit accounting periods

You can edit the Name, Fiscal Year, Fiscal Quarter, and Notes of any open or closed accounting periods. Both the Zuora Finance Standard User and Zuora Finance Administrator (pre-built roles) can create and edit accounting periods.

You can also edit the To date of any open accounting periods. Editing the To date will automatically changes the dates of the next accounting period to start on the day after the new To date that you set.

When you change the date of an accounting period (and also the dates of an adjacent period), Finance invalidates and clears all existing trial balances. This ensures that you aren't using trial balances that no longer encompass the correct time span, and aren't looking at invalid trial balance results.

Delete accounting periods

To delete an accounting period:

1. Navigate to Finance > Accounting Periods.
2. Click the name of the open accounting period you want to delete to display the details.
3. Click More to display the page options and click Delete this Accounting Period.

You can also use the SOAP API to delete an accounting period. See Accounting Period for more information.

When you delete an accounting period, the accounting period history is deleted. The open-ended accounting period start date shifts back to have the same start date as the deleted period.

You must have the Delete Accounting Period permission in order to delete an accounting period. See Finance Roles for more information.

The accounting period to be deleted:

• Must be the most recent accounting period
• Must be an open accounting period
• Must have no revenue distributed into it
• Must not have any active journal entries
• Must not be the open-ended accounting period
• Must not be in the process of running a trial balance