Review the Service Staff Recovery Report

How to Review the Service Staff Recovery Report in Muhasib ERP
Overview
This guide will help you analyze amounts attributed as recoveries to service staff and trace them to source transactions.
You get an explained recovery total without assuming it is commission or cash collected until verified.
Who can do this
You need access to Service Staff Recovery Report and authorized staff/sales/payment scope.
Before you start
Confirm the deployment's definition of recovery, period, staff, locations, source transaction types, and expected controls.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Service Staff Recovery Report.
Review the Service Staff Recovery Report
Step 1: Set company, dates, locations, and staff
Step 2: Generate the report
Step 3: Identify each recovery row's transaction type, reference, customer, and amount
Step 4: Confirm sign and status treatment
Step 5: Drill to source sale/payment
Step 6: Compare staff totals with related staff and payment reports
Check your work
Representative rows compare and confirm to source transactions and the product-owner-confirmed recovery definition.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Do not use this report operationally until “recovery” is defined for the target deployment.
Check staff assignment and payment status.
Related guides
Review the Service Staff Sales Summary Report
Review the Invoice-Wise Service Staff Report
Review Payment Channels and Transaction Summaries
What to do next
Review the Service Staff Sales Summary Report.