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Supported fields

Information on supported fields

The Zuora chart of accounts includes the following fields:

Field

Description

Finance note

Name

Required. Name of the accounting code. Once this code is used in a transaction, the name cannot be changed.

Note that duplicate accounting code names are not allowed.

All tenants

Notes

Optional text field for notes about the account.

All tenants

Type

The account type, such as Assets, Accounts Receivable, Cash, and so on. The Type can be changed at a later time unless it is Accounts Receivable.

Note: It is suggested to use the On-Account Receivable accounting code type as a credit memo On-Account accounting code if you enable the Advanced AR Settlement feature.

Note:

The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memos, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information. After Invoice Settlement is enabled, the Invoice Item Adjustment feature will be deprecated for your tenant.

All tenants

GL Account Name

Optional. The name of the corresponding account in your general ledger accounting system.

Finance only

GL Account Number

Optional. The number of the corresponding account in your general ledger accounting system.

Finance only