What this page is for
This page shows one shortfall charge: its store, the item the count found short and by how much, the amount, and a link to the stocktake it was raised from. Below, Charged to lists each person named, their share, what they have paid so far and whether their share is outstanding, settled or written off.
While the charge is pending, someone other than the person who raised it must approve or reject it. Approving makes each share owed and moves the amount from the shrinkage expense to money owed by staff; it cannot be undone. Rejecting asks for a reason, which the person who raised it will see; nobody owes anything, and the line can be charged again.
Where an owner approved a charge they raised themselves, which the business allows only when its owner self-approval setting is on, the top of the page shows Self-approved by with their name, and the history says the same.
Everyone whose role can view stock sees this page. Approving or rejecting needs a role that can approve stock, and never from the person who raised the charge.
How to…
How to approve or reject a charge
On a pending charge, press Approve charge or Reject. Rejecting asks for a reason.
How to check the count behind it
Press the stocktake reference after Raised from the count to open that stocktake.
Worked examples
Restaurant and bar
The Acacia Grill & Bar's manager opens a pending charge for two missing bottles of whisky, split KES 2,400 (Kenyan shillings) each between two barmen. She checks the count, presses Approve charge, and each barman now owes KES 2,400.
Supermarket
At Tumaini Supermarket the owner raised a charge herself with owner self-approval on, and approved it. The charge shows Self-approved by Grace Wambui, so anyone reviewing it later can see no second person checked it.