Finance Shift Handover

Shift Handover

Introduction

A shift handover is the formal process by which a cashier transfers their shift's collections to the next cashier or supervisor at the end of their shift. The handover creates a documented record of everything transferred and requires explicit acceptance from the receiving party.

Navigation

Main Menu → Financial Transaction Manager → Handover tab

Creating a Handover

1. In the Shift tab (or Handover tab), click Handover Current Shift.
2. The system opens cashier/handover_start.xhtml.
3. The page shows all payments from your current shift, grouped by payment method into bundles.
4. Review each bundle and verify the total.
5. Enter denomination breakdown for cash. Negative quantities are blocked (PR #20808).
6. Review Net Float — the net value of all float transfers during the shift (PR #20798). The detail panel shows each transfer: Bill No, Date, Type, and Value (PR #20797).
7. Shortage rows in the handover are labelled "Shift Shortage" (PR #20813).
8. Float transfer comments are visible in the handover table (PR #20815).
9. Click Create Handover to submit.

Print Options

Page	Purpose
handover_creation_print_summary.xhtml	Summary page
handover_creation_print_details.xhtml	Detailed line-item print

Accepting a Handover

1. In the Handover tab, click Shift Handovers to Accept. A badge shows pending count.
2. The system opens cashier/handover_accept.xhtml.
3. Click a handover to open the detail view (cashier/handover_accept_view.xhtml).
4. Review totals, float detail, and denomination breakdown.
5. Click Accept — the handover is recorded and your drawer is credited.
6. Click Reject — the handover is returned for correction.
7. Print from cashier/handover_accept_bill_print.xhtml.

Viewing My Handovers

In the Handover tab, click My Handovers to open the list of handovers you have created. Click any handover to view details (cashier/handover_view.xhtml), print summary or details, or reprint from cashier/handover_reprint.xhtml.

Settling Missing Proof

If a handover has a missing payment proof (e.g. a card slip not yet received), navigate to Settle Handover Proof Missing:

• Page: cashier/settle_handover_proof_missing.xhtml
• Print: cashier/settle_handover_proof_missing_print.xhtml

Legacy Handover

When "Legacy Handover is enabled" is true, additional options appear:

• Handover (OLD) — navigateToHandoverCreateBill()
• Handover By Period (if "Period Handover is enabled") — navigateToHandoverCreateBillForSelectedPeriod()

Technical Reference

Item	Detail
Controller	FinancialTransactionController
Create current shift	navigateToHandoverCreateBillForCurrentShift()
Receive list	navigateToReceiveHandoverBillsForMe()
Accept	navigateToReceiveNewHandoverBill()
Reject	navigateToRejectNewHandoverBill()
My handovers	navigateToMyHandovers()
Reprint	navigateToHandoverReprint()
Config keys	"Current Shift Handover is enabled", "Legacy Handover is enabled", "Period Handover is enabled"
PR references	#20808, #20798, #20797, #20813, #20815