Teller Transactions

On the Transaction page of the teller's UI, a teller can perform the following transactions:

• Withdrawal from customer's savings account.
• Deposit to a customer’s savings account.

These transactions are carried out based on the configuration limit, which the teller manager sets.

Processing a transaction

To process a transaction (deposit or withdrawal) into a customer’s savings account:

• On the Teller console, click on Transaction in the navigation pane.

• Enter the customer's name or account ID. As you type in the field, the system will recommend a list of customers.

• For KYC purposes, once you click on the customer's name, a mandate containing documents and other information about the customer appears to enable you to verify the customer.

• On the Savings Account field, select the destination account from the drop-down list of customers’ active accounts.

• Enter the transaction amount.
• Select the type of transaction to be processed in the Transaction Type field.

• Enter the transaction description in the Transaction note field.
• Lastly, enter your description in the Cashier note field.
• Click on the "Proceed" button to process the transaction.

The transaction will be automatically processed.