# 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) |