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Voiding a Transaction in Shortcuts

This guide explains how to void a transaction in Shortcuts and view voided transaction reports. Voiding a transaction corrects errors while maintaining detailed records for audit and reporting purposes.

Key Features of the Void Function:

  • Adjusts financial records as if the transaction never occurred.

  • Preserves transaction details for reporting and auditing.

  • Enables corrections without affecting daily business takings.

How to Void a Transaction

Follow these steps to void a transaction:

  1. Access Transactions:

    • Open the main menu.

    • Click the Point of Sale icon.

    • Select the Transactions icon.

  2. Locate the Transaction:

    • Use the Filter button to narrow down results if necessary.

  3. Void the Transaction:

    • Right-click on the transaction you wish to void.

    • Select Void from the options.

    • Click Yes to confirm the voiding process.

  4. Provide a Reason:

    • Enter the reason for voiding the transaction when prompted.

    • Click Done to complete the process.

Viewing Voided Transactions Report

You can review voided transactions to monitor and track adjustments.

  1. Access Reports:

    • Open the Tools Menu.

    • Click on the Reports icon.

  2. Generate the Report:

    • Expand the Transactions category.

    • Select Voided Transactions.

    • Choose the desired date range.

    • Click View to generate the report.

  3. Analyze the Data:

    • The report displays voided transactions along with reasons for voiding.

Practical Applications

  • Error Corrections: Fix mistakes like incorrect services or pricing.

  • Financial Accuracy: Ensure daily revenue and reports reflect accurate data.

  • Audit Trail: Maintain transparency and accountability for financial reviews.