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 Close Package V1 or payment-ready export evidence 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 the run once the output is final enough for statements and payment-ready exports.
Generate statements for the selected payees.
Download the completed statement ZIP; the run page confirms the request before the browser receives the attachment.
Export Close Package V1 ZIPs or payment-ready payout CSV presets 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Send a note if a step is unclear, missing, or out of date.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.
