Penny
Penny reads the closing figures through the camera lens of any smartphone. No scanner, no expensive hardware, no new process for the duty manager to learn. She splits the figures by department against the club’s own account codes and creates the entry in Xero as a draft. She never posts anything final.
- Trigger: a duty manager photographs the cash-up sheet at the end of trade
- Action: reads the figures, splits them by department, writes a draft Xero entry
- Escalation: everything. Nothing reaches the accounts until the finance director approves it, and till differences get their own line to accept or query
- Owns
- End-of-day cash-up figures through to a draft invoice in Xero
- Reads
- A smartphone photograph of the cash-up sheet. No hardware to buy
- Writes
- Xero, drafts only. Never posts
- Runs
- In the cloud, hosted on AWS in the UK
- Human owner
- Finance director, who approves every entry