How to Resolve Shift Discrepancies in IZI

How to Resolve Shift Discrepancies in IZI

A shift discrepancy is the gap between IZI’s records and the actual state of the cash register or stock. Closing a shift with an explained discrepancy is normal. Closing with an unexplained one means money or product left without being accounted for.

Here’s the investigation algorithm.

Types of Discrepancies

Cash discrepancy — actual cash in the register doesn’t match IZI’s expected amount.

Stock discrepancy — actual product inventory doesn’t match what the system expects based on sales and write-offs.

Step 1 — Open the Shift Dashboard

When closing a shift, IZI shows the Shift Dashboard with a summary: revenue by payment method, charges, refunds, expected cash amount.

Compare “Cash in register” (IZI data) against the physical cash count.

Step 2 — Investigate Cash Discrepancy

Check in order:

1. Wrong payment method recorded — client paid by card but logged as cash (or vice versa). Find transactions with mismatched method in the shift journal.

2. Cash in/out not logged — if change float was added or cash was taken out for collection but not recorded in IZI. Check “Cash movements” in the shift dashboard.

3. Incorrect change — cashier error. Review large transactions from the shift.

4. Cancelled transactions — operation was voided after cash was already given out.

Step 3 — Investigate Stock Discrepancy

In Warehouse → Write-off history for the current shift:

1. More sold than written off — sale went through but write-off didn’t trigger (technical glitch or manual sale bypassing system)

2. More written off than sold — possible double write-off or inventory counting error

3. Negative stock — item went below zero, sales processed when stock was empty

For each item with a discrepancy, check the history: who touched it last and when.

Step 4 — Document the Discrepancy

If you found the cause — correct the operation if possible within the shift.

If you can’t correct it — when closing the shift, fill in the Comment field:

• Discrepancy amount
• Cause
• Who is responsible

IZI stores this in shift history. It’ll be visible during any future audit.

Step 5 — Close the Shift

After investigating and documenting discrepancies, close the shift. How to close a shift in IZI.

How to Prevent Discrepancies

Process rules:

• Log all operations in IZI at the moment they happen, never “later”
• Do a mid-shift cash check, especially during peak hours
• Don’t allow credit sales or “remember me” arrangements

IZI settings:

• Enable mandatory payment method confirmation for each transaction
• Configure roles so that voiding operations requires manager approval (role settings)

Related Guides

• How to Close a Shift in IZI
• How to Open a Shift in IZI
• How to Calculate Bar Margin

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FAQ

What is a shift discrepancy in IZI? The difference between what IZI recorded (charges, payments, write-offs) and what is actually in the cash register or warehouse at shift close.

What discrepancy amount is acceptable? For cash: zero is the target. For stock: a systematic discrepancy on one item is a signal to investigate.

Can I close a shift with a discrepancy? Yes, with a comment. But unresolved discrepancies accumulate and complicate inventory later.

Why do cash discrepancies happen? Wrong payment method recorded, cash in/out not logged, incorrect change given.

How do I prevent discrepancies? Log all operations in IZI immediately. Do a mid-shift cash check, not only at close.