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

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

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

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

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.