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.

Transaction section of the Teller Console
- 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.

Customer's mandate for verification
- On the Savings Account field, select the destination account from the drop-down list of customers’ active accounts.

Add Customer's Savings Account
- Enter the transaction amount.
- Select the type of transaction to be processed in the Transaction Type field.

Select Transaction Type
- 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.
Updated 4 months ago