How to Enter a Credit Card Over/Short (Dejavoo P1)

🟢 Audience: Training

Quick Summary:

“Use this process to record overages or shortages in credit card deposits by entering adjustments in POSTS.”

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Steps:

1. Confirm the Discrepancy:

   • Verify the credit card deposit total against your daily totals.

2. Log into POSTS:

   • Open the POSTS system.

3. Select Form of Payment:

   • Choose Credit Card (CC) as the form of payment.

4. Enter Adjustment:

   • Enter the over/short amount as needed.

   • If there’s a shortage, use a negative value.

5. Save Entry:

   • Confirm and save the adjustment.

6. Document the Reason:

   • Make a note of why the overage or shortage occurred (e.g., rounding difference).

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📝 Notes:

• This process does not affect actual deposits; it adjusts daily records for balancing.

• Always double-check discrepancies to ensure accuracy before entry.