Automated scheduling

Zuora Finance includes a scheduling feature that makes it easier to manage your accounting close process. Instead of running Journal Runs and Trial Balance Runs manually, you can set them to run automatically on a schedule that fits your business.

This feature helps reduce manual effort, ensures consistency, and streamlines the accounting process across your organization.

Scheduling options

You can configure runs in the Accounting Rules settings page. The section in UI is not displayed until AR Sub-Ledger Start Date is set:

• Manual (default): Run jobs only when you trigger them.

• Daily: Automatically run once per day at a specific time.

• Weekly: Automatically run once per week on a chosen day and time.

• Monthly: Automatically run once per month on a chosen date and time.

How it works

This is how the automated scheduling feature works:

• Jobs run in the order: Journal Run > Trial Balance Run.

• If the Journal Run fails, the Trial Balance Run will not start.

• Runs are skipped if another run is already in progress or the first open accounting period start date is before the AR Sub-Ledger Start Date.

• For multi-org tenants, scheduled jobs are processed across all organizations.

Key benefits

Here are the key benefits of this feature:

• Time saving: Eliminate the need to trigger Journal and Trial Balance Runs manually.

• Flexibility: Choose a schedule that works best for your business (daily, weekly, or monthly).

• Accuracy: Jobs always run against the first open accounting period to keep your books aligned.

With this new feature, you can schedule Journal Runs and Trial Balance Runs to match your financial close process, helping your team save time, reduce risk, and focus on higher-value work.