1. Teller Cloud User Guide
  2. Branch Operations
  3. Open Branch Batch

2.1 Open Branch Batch

The Open Branch Batch screen is used to initiate the branch operations for the posting date. The Supervisor or Branch Manager with necessary access can open this screen.

The Teller or Vault Teller can perform the branch operations only after the branch batch is submitted for the posting date. When a branch batch is closed for the day, the system derives the next working day automatically, based on the branch calendar.

To open a branch batch:

  1. On the Home screen, from Teller mega menu, under Branch Operations, click Open Branch Batch or specify Open Branch Batch in the search icon bar and select the screen.
    The Open Branch Batch screen is displayed.

    Figure 2-1 Open Branch Batch


    Description of Figure 2-1 follows
    Description of "Figure 2-1 Open Branch Batch"

  2. On the Open Branch Batch screen, specify the fields. For more information on fields, refer to the field description table.

    Table 2-1 Open Branch Batch - Field Description

    Field Description

    Posting Date
    Indicates the date on which the branch batch needs to be opened.

    Note:

    By default, the system displays the current date.
  3. Click Submit.
    The branch batch is opened for the specified posting date.

    Note:

    Opening branch batch indicates to the head office that the branch is open for business operations on the specified posting date. You can open a Teller batch for the posting date only after the branch batch is opened.

Parent topic: Branch Operations