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Accounting Period

This reference topic lists the Accounting period data dictionary details .

You can close an accounting period to lock it down and ensure no more changes occur in that period. Zuora shows you all the unresolved transactions like draft invoices that need your attention before you close your accounting period. You have complete visibility into the data by running trial balances as many times as you want.

Note: Fields with an asterisk mark (*) indicate mandatory fields.

Object

Name

Description Value

Accounting Period

IsNewAccountingPeriod

Note: This field is required fo creating a new accounting period.
TRUE

Accounting Period

Name*

The name of the accounting period, which is displayed on the list of accounting periods on the All Accounting Periods page. Alphanumeric

Accounting Period

Start Date*

The start date of the accounting period. Date(yyyy-mm-dd)

Accounting Period

End Date*

The end date of the accounting period. Date(yyyy-mm-dd)

Accounting Period

Fiscal year*

The fiscal year for the accounting period. Year(yyyy format)

Accounting Period

Fiscal Quarter

The fiscal quarter of the accounting period. Number(1-4)

Accounting Period

Notes

Use this field to record comments about the accounting period. Alphanumeric

Array of objects

IsNewOrganizationLabels

The organization to which the accounting period belongs. For each item in the array, either organizationId or organizationName is required when the Multi-Org feature is enabled. If Multi-Org is not enabled, this field can be null.

TRUE or FALSE

Multi Org

Organization Labels Organization Id*

The organization ID required to create a new accounting period with an organization label.

Alphanumeric

Multi Org

Organization Labels Organization Name*

The organization name required to create a new accounting period with an organization label.

Alphanumeric