Run trial balance

Runs the trial balance for an accounting period.

Prerequisites

  • You must have Zuora Finance enabled on your tenant.

  • You must have the Manage Close Process and Run Trial Balance user permissions. See Finance Roles.

Limitations

  • The accounting period must be open.

  • The accounting period cannot already be in the process of running a trial balance.

Notes

The trial balance is run asynchronously. A response of { "success": true } means only that the trial balance has started processing, but does not mean that the trial balance has successfully completed. You can use the Get Accounting Period REST API call to view details about the outcome of the trial balance.

Request
path Parameters
ap-id
required
string

ID of the accounting period for which you want to run a trial balance.

header Parameters
Accept-Encoding
string

Include the Accept-Encoding: gzip header to compress responses as a gzipped file. It can significantly reduce the bandwidth required for a response.

If specified, Zuora automatically compresses responses that contain over 1000 bytes of data, and the response contains a Content-Encoding header with the compression algorithm so that your client can decompress it.

Content-Encoding
string

Include the Content-Encoding: gzip header to compress a request. With this header specified, you should upload a gzipped file for the request payload instead of sending the JSON payload.

Authorization
string

The value is in the Bearer {token} format where {token} is a valid OAuth token generated by calling Create an OAuth token.

Zuora-Track-Id
string <= 64 characters

A custom identifier for tracing the API call. If you set a value for this header, Zuora returns the same value in the response headers. This header enables you to associate your system process identifiers with Zuora API calls, to assist with troubleshooting in the event of an issue.

The value of this field must use the US-ASCII character set and must not include any of the following characters: colon (:), semicolon (;), double quote ("), and quote (').

Zuora-Entity-Ids
string

An entity ID. If you have Zuora Multi-entity enabled and the OAuth token is valid for more than one entity, you must use this header to specify which entity to perform the operation in. If the OAuth token is only valid for a single entity, or you do not have Zuora Multi-entity enabled, you do not need to set this header.

Zuora-Org-Ids
string

Comma separated IDs. If you have Zuora Multi-Org enabled, you can use this header to specify which orgs to perform the operation in. If you do not have Zuora Multi-Org enabled, you should not set this header.

The IDs must be a sub-set of the user's accessible orgs. If you specify an org that the user does not have access to, the operation fails.

If the header is not set, the operation is performed in scope of the user's accessible orgs.

Responses
200
put/v1/accounting-periods/{ap-id}/run-trial-balance
Request samples 
Response samples 
application/json
{
  • "success": true
}