Counter activity to posted charges

Capture a restaurant counter request and review its attributed financial evidence before posting a charge.

Step by step

Select the meal booking Front Desk Agent

The Front Desk Agent opens the intended diner booking and checks the linked source identity. The counter request must remain attributable to that meal service throughout capture and review.
- Establish the intended diner and permitted actor
- Updates Meal bookings, Diners, Team members
Capture counter activity Front Desk Agent

The Front Desk Agent records the counter name, start date and diner count through the guarded counter booking action. The saved result supplies attributed evidence to the responsible reviewer and refreshes the linked booking detail.
- Save attributed counter work and refresh linked detail
- Updates Counter bookings, Meal bookings
Prepare the charge Finance Officer

The Finance Officer prepares an authorized Draft counter charge with its date and amount under the same meal booking. Confirm the source context before sending the amount for review.
- Record Draft financial scope for review
- Updates Counter charges, Meal bookings
Review and post Operations Reviewer

The Operations Reviewer approves eligible charge evidence. The Finance Officer follows the guarded posting action from Draft to Posted. If an authorized correction is required later, use the permitted Posted to Voided path and retain the original evidence.
- Authorize eligible posting or a supported correction
- Updates Counter charges, Meal bookings
ApprovalA person approves before the work moves on.

And how to keep it from happening.

The wrong diner booking is selected. Inspect the parent before saving the counter activity or its charge.
Capture authority is treated as financial authority. A Front Desk Agent's counter booking access does not supply general charge-editing permission.
A correction removes the earlier context. Retain the original charge and evidence when following an authorized void path.

Start free, then use Proto to change fields, steps and approvals before your team goes live.