1.2 About Main Menu

The Teller Main Menu is a Mega Menu that makes all the menu items visible at once. It is a large panel divided into groups of menu items, which simplifies the navigation.

The menu items are grouped based on the type of operation performed. In addition, the Menu Item Search can be used to search and select a specific screen from any of the main menu items. For more information on menus, refer to Figure 1-2 and Table 1-2.

Table 1-2 Menu Items – Description

Menu Description

Branch Operations

Branch Manager, Vault Teller, or Teller can use Branch Operations to cover the internal activities done at the branch where the Customer is not involved. This facilitates branch, vault, Till opening, or closing for the day and monitoring the transactions done during the day, and Cash Balancing.

Till-Vault Operations

Vault Teller or Teller can use Till-Vault Operations to monitor the cash and currency boxes for the day and to perform cash transfers from or to the Vault or Till as and when required.

Customer Transactions

Teller can use Customer Transactions to perform financial transactions for customer accounts, which includes, cash deposits, cash withdrawals, and check withdrawals.

Miscellaneous Transactions

Teller can use Miscellaneous Transactions to perform General Ledger transactions such as miscellaneous debit and credit transactions against a Customer’s CASA account and GL account.

Transfers

Teller can use Transfers to perform account transfer and in-house check deposit transactions.

Journal Log

Teller or Supervisor can use Journal Log to view the status of transactions performed by them. Also, it allows to resubmit or reject an incomplete transaction, or to reverse a completed transaction.

Branch Maintenance

Branch Maintenance covers a set of definitions maintained to perform the branch-based operations, transactions, and services.

You can select an operation using any of the following methods:
  • From the Home screen, navigate to the left menu and then click the necessary operation.
  • Click the Frequent Operations widget placed at the right side of the transaction area.