What this page is for
A shortfall charge names the staff who must account for a line of an approved stocktake that came up short. The amount is what the count already wrote off for that line, at cost, split between the people named. Shortfall charges lists every charge, newest first: who it is charged to, the store, the amount, when it was raised and its status.
Every charge carries a status:
| Status | What it means |
|---|---|
| Pending | Raised; someone else must approve or reject it. Nobody owes anything yet. |
| Approved | Each person named owes their share. Terminal. |
| Rejected | Refused; nobody owes anything, and the line can be charged again. Terminal. |
A charge always waits for a person to approve it, even when the business has switched approvals off. The person who raised it cannot approve it, unless they hold the Owner role and the business lets an owner approve their own records; the charge then shows Self-approved by with their name.
Everyone whose role can view stock sees this page. Approving or rejecting needs a role that can approve stock.
How to…
How to find a charge
Use the filters above the list: Status and Store. Where your role can manage users, Charged to finds every charge naming one person.
How to approve or reject one
Press the row to open it. See Shortfall charge.
Worked examples
Restaurant and bar
The Acacia Grill & Bar's Sunday count finds two bottles of whisky missing from the bar store. The bar supervisor raises a charge against that line, split between the two barmen on shift, and it appears here as Pending until the manager approves it.
Supermarket
Tumaini Supermarket's manager filters by Charged to before a cashier's final pay, to see every charge still naming her.