Finance Shift Shortage and Excess

Recording Shift Shortage and Excess

Introduction

A shift shortage occurs when the cash in a cashier's drawer is less than the expected balance. A shift excess occurs when there is more cash than expected. Both must be formally recorded so the discrepancy is documented and can be investigated or settled.

Navigation

Main Menu → Financial Transaction Manager → Shift tab

Recording a Shift Shortage

1. In the Shift tab, click Record Shift Shortage.
2. The system opens cashier/record_shift_shortage.xhtml.
3. Enter the shortage amount and reason.
4. Click Save. A shift shortage bill is created.
5. Print from cashier/record_shift_shortage_print.xhtml.

Settling a Shortage

If the cashier is required to make good the shortage:

1. Click Shift Shortage Bill Search → cashier/cashier_shift_bill_search.xhtml.
2. Find the shortage bill.
3. Click Settle → cashier/settle_shift_shortage_bill.xhtml.
4. Enter the settlement amount and payment method.
5. Save and print from cashier/settle_shift_shortage_print.xhtml.

Cancelling a Shortage Bill

Shortage bills can be cancelled if recorded in error (PR #20698):

1. Find the bill via Shift Shortage Bill Search.
2. Click Cancel. Confirm cancellation.
3. Print cancellation from cashier/shift_shortage_bill_cancellation_print.xhtml.
4. Reprint original from cashier/shift_shortage_bill_reprint.xhtml.

Recording a Shift Excess

Configuration required: The configuration key "Shift Excess Bills are enabled" must be true.

1. In the Shift tab, click Record Shift Excess.
2. The system opens cashier/record_shift_excess.xhtml.
3. Enter the excess amount and reason.
4. Click Save. A shift excess bill is created.
5. Print from cashier/record_shift_excess_print.xhtml.

Shortage and Excess in Handover

Recorded shortages appear as labelled rows in the handover summary ("Shift Shortage" label — PR #20813), ensuring the receiving supervisor is aware of discrepancies before accepting.

Technical Reference

Item	Detail
Controller	FinancialTransactionController
Record shortage	navigateToRecordShiftShortage()
Record excess	navigateToRecordShiftExcess()
Shortage search	navigateToCashierShiftBillSearch()
Settle shortage	navigateToSettleShiftShortageBill()
Config key (excess)	"Shift Excess Bills are enabled"
PR references	#20698 (cancellation), #20725 (remove config gate), #20813 (handover label)