Quickstart
Statements should come after a reviewed calculation run. They turn calculation output into payee-facing evidence without changing money movement.
Before You Begin
Expected Result
A statement generated from reviewed calculation output, plus export evidence ready for downstream accounting or payout workflows.
Steps
Each step keeps source revenue, rules, calculation output, and statement evidence in a reviewable sequence.
Open a completed calculation run.
Review totals, exceptions, payee allocations, and unmapped rows.
Lock or approve the run according to your workflow.
Generate statements for the selected payees.
Export statement files or structured payout data for downstream review.
Details
Do not generate payee-facing statements until source rows, product mappings, and rule output have been reviewed.
A statement explains calculated obligations. It is not proof that money has already moved unless your downstream payment workflow adds that status.
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Send a note if a step is unclear, missing, or out of date.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.
