Shortage Account

The Shortage Account page manages accounts that address discrepancies or shortages in funds. This page enables administrators to monitor, track, and resolve shortages resulting from operational discrepancies, cash handling errors, or transactional mismatches.

Accessing the Shortage Account Page

1. Log into the application using your credentials.

2. From the dashboard, navigate to Operation.

3. Select Business Automation from the dropdown.

4. Select Shortage Account.

Managing Shortage Account

Set up A Shortage Account

To set up a new Shortage Account:

1. Click the "Add" button at the top of the page.

2. Select the appropriate Branch and Account in the modal.

3. Click Save.

4. Click the "Yes, I want to Proceed" button to save and apply the changes.

Modify Shortage Account

To modify Shortage Account details:

1. In the Actions column, click the three vertical dots (⋮) next to what you wish to edit.

2. Select Modify from the dropdown menu.

3. Make the necessary updates.

4. Click Update to save and apply the changes.

Delete A Shortage Account

To delete Mobile Till Account:

1. In the Actions column, click the three vertical dots (⋮) next to what you wish to delete.

2. Select Delete from the dropdown menu.

3. Click the "Yes, I want to Proceed" button to save and apply the changes.