How is a settlement run previewed, run, and closed?
A settlement run has a clear lifecycle: Preview (see what the run would compute without committing), Run (compute the period's figures and post the ledger), and Close (finalize the run so it's locked as a settled period). Past runs are retained, and manual adjustments can be made to the ledger where needed. This preview-run-close flow gives finance control and confidence — you…
A settlement run has a clear lifecycle: Preview (see what the run would compute without committing), Run (compute the period's figures and post the ledger), and Close (finalize the run so it's locked as a settled period). Past runs are retained, and manual adjustments can be made to the ledger where needed. This preview-run-close flow gives finance control and confidence — you check before you commit, commit when ready, and close to lock the period — with the whole thing auditable.