Docs / Glossary: Rule

Glossary

Rule

A rule is versioned payout logic that determines which revenue rows match and how much should be allocated to a payee.

Details

What to know

What a rule should answer

A rule should be specific enough that a reviewer can understand it after the close period ends.

  • Which revenue rows qualify?
  • Which payee receives the allocation?
  • What rate, tier, split, floor, or cap applies?
  • Which effective dates and priorities control the result?

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Apply this in a workspace

Start free, use sample data, then replace examples with your own revenue rows when the workflow is clear.