Docs / Glossary: Settlement

Glossary

Settlement

A settlement is the reviewed set of calculated payout obligations for a period. In Allocora it is evidence for downstream payout work, not the act of moving money.

Details

What to know

How settlement fits the workflow

Allocora helps teams calculate, review, explain, and export settlement obligations while the customer payout rail handles money movement.

  • A settlement period usually starts with imported revenue rows.
  • Rules calculate payee obligations for the period.
  • Reviewers inspect exceptions, totals, statements, and exports.
  • Payment execution status should live in the downstream tool that moves money.

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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.