> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/operations/business-automation/shortages-account.md).

# 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.**

<figure><img src="/files/qt4GxsK6wplgLqsK6ptW" alt=""><figcaption></figcaption></figure>

## 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

<figure><img src="/files/vaBH3JL3uKyF2kc0AHGb" alt=""><figcaption></figcaption></figure>

## 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

> :pushpin:Click **Reset Filter** to clear all applied filters and return to the full list.