Quickstart
Rules tell Allocora how to allocate source revenue to payees. They should be explicit, versioned, and reviewed before a close period is finalized.
Before You Begin
Expected Result
A versioned rule that explains who receives an allocation, which rows qualify, and which rate or split applies.
Steps
Each step keeps source revenue, rules, calculation output, and statement evidence in a reviewable sequence.
Choose the payee or payee group that should receive the allocation.
Select the product, source, metadata, or period scope for the rule.
Enter the percentage, tier, split, floor, cap, or other supported payout logic.
Set effective dates so prior periods keep their original logic.
Simulate the rule before running a real calculation.
Details
A payout rule should explain who gets paid, what rows qualify, which period it applies to, and how much is allocated.
Ambiguous rules make payout reviews slower. Keep rule names and scopes specific enough for finance and operations teams to understand later.
Feedback
Send a note if a step is unclear, missing, or out of date.
Start free, use sample data, then replace examples with your own revenue rows when the workflow is clear.
