Core features
Know about the core features of the Financial Period End Process
Zuora’s enhanced period end for Accounts Receivable provides a modern, streamlined interface with powerful automation and visibility tools for finance teams.
Accounting period management
You can do the following activities:
View and manage all accounting periods in one dashboard.
Filter by fiscal year, quarter, or status (Open, Current, Closed).
Use color-coded status indicators for easy navigation.
Create single or multiple accounting periods using a guided setup.
Centralized period details page
Each accounting period has its own detail page, showing:
Period summary (dates, fiscal info, notes)
Ability for users to update Trial Balance with the Run Trial Balance button after Journal Entries have been created
Tabs for key activities:
Actions Needed – Pending billing, payments, or journal tasks to surface potential reconciling items related to Accounts Receivable transactions.
Journal Entries – Review and validate journals.
Trial Balance & Rollforward – Confirm period balances and continuity.
Simplified exception handling
The Actions Needed tab centralizes all open items that require user attention:
Section | Description |
|---|---|
Draft Billing Documents |
View and post any unposted invoices or memos. Brings awareness to any unprocessed transactions for the specific financial period. |
Transaction Generation in Progress |
Monitor ongoing bill runs or payment runs and ensure they complete before close. |
Pending & Processing Payments / Refunds |
Track unsettled or failed gateway transactions and coordinate with your payment provider. Brings awareness to any unprocessed transactions for the specific financial period. |
Transactions Requiring Journal Run |
Identify any invoices, payments, or refunds that still need journal entries. Bulk-run journals directly from this view. |
Each section includes visual alerts, sorting, and export tools for full control and traceability.