Overview

This beta guide explains how to audit manually entered sales and confirm their impact on reporting and reconciliation.

Before you begin

  • Confirm policy for when manual entries are allowed.
  • Confirm user permissions for manual transaction workflows.
  • Confirm the reporting period and locations under review.

Steps

  1. Open reporting and filter for manually entered sales transactions.
  2. Review each entry for creator, timestamp, station, and amount.
  3. Validate payment method and receipt reference values for each manual entry.
  4. Check for duplicates, unusual amounts, or entries outside normal service hours.
  5. Flag incomplete or suspicious records for manager review.
  6. Confirm approved entries are reflected correctly in summary reports.
  7. Export the audit list and retain it with reconciliation files.

Screenshot Placeholder

Capture manual-sale filters, transaction detail view, and audit export output.

Verification

  • All manual entries are traceable to user, time, and station context.
  • Outliers are tagged and assigned to an owner for follow-up.
  • Audit export is complete and matches the selected period and filters.

Source reference to adapt

Need help?

Contact Chively Support at +1 (800) 439-8229 or support@chively.com.