Welcome to Zuora Product Documentation

Explore our rich library of product information

Add a new accounting code

Learn how to add a new accounting code.

  1. Click the Add New Accounting Code button.
  2. Fill out the following fields in the popup form:
    • Accounting Code Name: Enter a unique and descriptive name for the accounting code.

    • Accounting Code Type: Select the type of the accounting code from the dropdown menu. Examples include, Revenue, Asset, Expense, and so on.

    • Category: Select the financial category, for example, Assets and Liabilities, the code belongs to.

  3. (Optional) Override Constant GL Segment Values:

    If a Constant GL Segment Value (defined in Add or edit a segment) needs to be overridden for this specific accounting code, add the new value in the relevant field.

    For example, update the "Product SKU" constant value to a category-specific override. For example, SKU-12345.

  4. Click Save to create the new accounting code.