Execution Rules & Schedules
Execution Rules and Schedules let you automate and control when and how payouts are executed. Instead of manually triggering every payout, you can define rules that handle execution based on specific days, times, beneficiaries, or thresholds.
This ensures payouts are performed in a consistent, timely, and controlled manner.
Automation
Define rules to run payouts automatically without manual intervention.
Custom Schedules
Select specific days of the week and time slots for execution.
Active/Inactive Toggle
Enable or disable rules at any time without deleting them.
Navigate to Execution Rules and Schedule.
Go to Setup → Execution Rules and Schedule → Click on Add New to create a rule.
Define Basic Rule Information
Fill in the main rule details:
Active Enable this toggle to make the rule usable.
Rule Name A clear name to identify the rule (for example: “Weekly Supplier Payouts”).
Description Optional explanation of what this rule is used for.
Timezone Select the timezone that should be used when executing schedules.
Select Beneficiaries
Under the Beneficiaries tab:
Click Select Beneficiaries
Choose one or more beneficiaries this rule applies to
Optional controls:
Execute Immediately If enabled, payouts for these beneficiaries can run instantly without waiting for a schedule.
Amount Threshold Define a minimum or maximum amount that affects when execution is allowed.
Define the Schedule
Switch to the Schedules tab:
Selecting Days of the Week
Enable one or more days (Monday to Sunday)
Each enabled day becomes available for scheduling
Add required time slot for each elected day by clicking on +Add Time
For Example:
Monday: 09:00 – 12:00
Wednesday: 10:00 – 14:00
Friday: 11:00 – 13:00
Payouts will only execute during these windows and will wait outside them.
Key Notes:
Schedules follow the timezone selected in the execution rule
Multiple days and time slots can be combined in one rule
If no schedule is defined, payouts will not run unless Execute Immediately is enabled
Schedules apply only to the beneficiaries linked to the rule
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