Step 4: Publish Chart of Accounts
Activate the settings and ensure they are used for generating GL strings and journal entries for all subsequent transactions within Zuora
Publishing your Chart of Accounts activates the settings and ensures they are used for generating GL strings and journal entries for all subsequent transactions within Zuora. This step is crucial for accurate financial reporting and seamless integration with your accounting systems.
After you have completed Step 1: GL segments configuration, Step 2: Accounting code setup, and Step 3: Associating accounting codes with transaction types of the Chart of Accounts configuration, you will need to publish your Chart of Accounts.
The Chart of Accounts will take effect only after it is published. Any changes made in draft mode will not be reflected in live transactions or reporting until you publish the updated Chart of Accounts. Ensure you have thoroughly reviewed all configurations before publishing.