Finance

Foreign Currency Transactions

• Adjust Deferred Revenue for Foreign Exchange
• Automate Unrealized Gain / Loss for Foreign Currency Transactions
• Automate Realized Gain / Loss for Foreign Currency Transactions

Account Types

• Create Account Type

Chart of Accounts

• Chart of Accounts Basics
• Manage Chart of Accounts
• Modify Chart of Accounts
• Manually Add Chart of Accounts
• Import or Export Chart of Accounts

Journal Entries & Journal Entry Runs

• Create Manual Journal Entry
• Create Journal Entry Runs
• Automate Journal Entries
• Schedule Journal Entry Run
• Adjust Journal Entry Account

Financial Periods

• Close or Reopen a Financial Period
• Manage Financial Periods
• Month-end Reporting Best Practices
• How do I close a Financial Period?

Revenue Recognition & Rules

• What is Recognized Revenue?
• Revenue Recognition Rule Basics
• Manage Revenue Recognition Rules
• How to change revenue rule when Recognize on Invoicing is used
• Custom Start & End Dates for Revenue Recognition

Revenue Schedules

• Revenue Schedule Reconfiguration: Recurring Billing
• Revenue Schedule Reconfiguration: Usage Billing
• Export Revenue Schedules
• Manage Revenue Schedules

Fair Market Value (FMV)

• Fair Market Value (FMV) and Minimum Commitment Support for Usage-Based Charges
• Fair Market Value (FMV) Basics
• Set Fair Market Value Price
• Add FMV Products to Plans
• FMV Changes made to Active Plans
• View Allocation Summary within Subscription Charges

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