Shortages Account

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

Accessing the Shortages 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 confirm and set up the account, or "No, thanks" to cancel

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

5. Click the "Yes, I want to proceed" button to confirm and apply the changes, or "No, thanks" to cancel

View Shortage Account

To view the details of a shortage account:

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

2. Select View to see the full details

Delete A Shortage Account

To delete Shortage 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 confirm and delete the account, or "No, thanks" to cancel

Filtering the Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full list.