Woodcore provides organizations with an interactive tellers console (UI) that enables tellers to execute a variety of tasks, such as:
- Perform deposits and withdrawals on customers' accounts in multiple currencies.
- View opening and closing balances.
- Send and receive fund requests from various personnel.
- Send journal post requests and;
- Download tills reports.
The teller user is created under the teller module in your organization’s console, as described in the Creating a Teller section. On the teller console, tellers have access to the following features:
The dashboard contains an overview of the teller’s financial information, such as the total opening and closing balance, which is the overall amount available in the teller account for daily transactions, the total daily debit and credit incurred, and a drop-down menu that lists the currencies configured on the teller's account for transactions.
In addition, tellers can download their daily till reports from the dashboard by clicking the “Download Till Report” button on the right side of the screen.
Where the teller has more than one currency in their account, the till report will contain transactions in the currency selected on the currency drop-down.
With the multi-currency feature on the teller UI, tellers can handle and process transactions in multiple currencies on their teller accounts. To ensure a seamless experience, tellers with multiple currencies can easily choose the desired currency from the drop-down menu located on their dashboard.
By selecting a currency, all transactions performed by the teller will be conducted using the selected currency, and the displayed balance on the dashboard will reflect the balance of the selected currency. The drop-down menu contains all the currencies available to the teller, as configured by the teller manager.
In the transaction section, tellers can process deposits and withdrawals on customer accounts using the currency(ies) based on the configuration limit ; the daily transaction limit, and the withdrawal limit set on the currencies by the teller manager. In an organization that supports multiple currencies, tellers can process transactions using the various currencies added to their accounts. However, for organizations with a single currency, the teller transaction will be done with the selected currency.
The teller UI also offers a key feature that enables tellers to initiate and handle cash requests, subject to approval from the teller manager. These requests include requests to buy or sell cash from a cashier or vault, this is particularly useful in cases where tellers have surpassed their limits and need to make additional transactions. Additionally, tellers can also request to send journal postings to the teller manager through the request feature.
Let’s dive into how a teller is created and how to use a teller console! 😎
Updated 8 months ago