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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Record an Over/Short Transaction

  • Updated:

This article will show you how to record an Over/Short Transaction in the event that an amount of money turned in from a location differs from what CivicRec indicates.

 

This tool is used to indicate when a cash drawer does not match reporting. You can use it to report the payment type that is off, as well as any impacted GL code.

 

 

Instructions

  1. Navigate to Financial > Over/Short Transaction
    financial - over short transaction
  2. Fill out the information
    over short fields
    • Date: Choose the date for the transaction
    • Credit (Revenue Increase): Allows you to credit the drawer
    • Debit (Revenue Decrease): Allows you to debit the drawer
    • GL Code: Select the appropriate GL code
    • Payment Type: Choose the payment type
    • Location: Select the location of the transaction
    • Notes: Add a note describing the over/short transaction 
  3. Click Submit
    submit
  4. A receipt will appear with the adjustment
    transaction receipt

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