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User managementMulti-OrgMulti-Org for Zuora Billing

Create a journal run

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Learn how to create a journal run by selecting an organizational unit and managing accounting periods in a multi-org environment.

Users can select an org unit that they can access for creating the journal entries for transactions within that org unit. Each org. unit in a multi-org environment transacts as an individual business unit. Therefore, users must create individual accounting periods for each organizational unit. When a new org. unit is created within the org hierarchy, an open-ended accounting period is automatically created for each new org unit. Users can later create an accounting period for the org unit based on their access permission.

Create a journal run after closing the accounting period to include all the transactions.

1

Follow the steps mentioned in .

2

From the Org Picker, choose the org unit to create the journal run .

Org picker selection

The following transaction types are not supported when Multi-Org is enabled. If you need Journal Run reports for these transaction types, ensure you run the Journal Run before enabling Multi-Org.

Transaction Category

Transaction Type

Billing

  • Invoice Item Adjustment (Invoice)
  • Invoice Item Adjustment (Tax)
  • Invoice Adjustment (Invoice Adjustment transaction is deprecated on Production.)
  • Credit Balance Adjustment (Applied from Credit Balance)
  • Credit Balance Adjustment (Transferred to Credit Balance)

Cash

  • Electronic Credit Balance Payment
  • External Credit Balance Payment
  • Electronic Credit Balance Refund
  • External Credit Balance Refund