Typical use cases
Typical use cases for creating summary journal entries
This table describes typical use cases for creating summary journal entries and indicates possible configurations to get the desired outcome.
|
Use Case Statement |
Example Configuration | |||
|---|---|---|---|---|
|
Closed Accounting Period? |
Journal Run Target Date |
Export to GL System? |
More Information | |
|
I want to integrate summary journal entries into my monthly accounting close process. |
Yes |
Accounting Period |
Yes |
Journal Run and Export Summary Journal Entries |
|
I want to upload certain transactions to my GL system on a daily basis. |
No |
A specific date |
Yes |
Journal Run |
|
I want to reconcile my financial data with Zuora transactions. |
No |
Depends on the scope |
No |
Journal Run and Download Transaction Details |