Standard Finance reports
This reference lists the outcomes of Standard Finance reports.
Standard Reports for Finance are in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it to all customers. To join this early adopter program, submit a request to Zuora Global Support.
- AR Aging reports are only available for past accounting periods; they are not available for current or future accounting periods.
- This feature is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memos, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information.
Outcomes
|
Report |
Description |
|---|---|
|
AR Account Aging Detail |
AR Account aging balances as of Accounting Period end dates, with details of transactions affecting the AR aging within the accounting period. |
|
AR Account Aging Summary |
AR Account aging balances as of the Accounting Period end dates summarised at a customer account level (no transaction level breakdown). |
|
AR Credit Memo Aging Detail |
Credit memo aging detail provides information about how long credit memos have been unapplied in Zuora. |
|
AR Debit Memo Aging Detail |
AR Aging balances of Debit Memos as of Accounting Period end dates. |
|
AR Invoice Aging Detail |
AR Aging balances of Invoices as of Accounting Period end dates. |
|
AR Transactions |
A report of all AR transactions to produce a roll-forward report of all AR activity in a period. |
|
AR Unapplied Aging Detail |
AR Aging balances of Payments as of Accounting Period end dates. |