Hello King Look at my response
1. Under the creation of cashier to teller, the available cashier staffs under the selection will be the ones you created under *MANAGE EMPLOYEES*. Thus the first question is, *how can I create a user account linked to this employee? *As far as I see from User creation manual, (see attachment), the staff section during the creation of User is his/her reporting staff (reporting employee)- create a user and in this window you will have the option of add the staff you created [image: image.png] 2. *How can we populate the cash-in and cash-out transactions under the cashier/teller transactions?* For example, A teller will disburse a loan or a client will deposit some savings, which will point to question 1 as well of how to link the user accounts with manage employees. A user who is also a cashier, when they do cash transactions these transactions are automatically populated in the cashiers transactions window The cashier must always select a payment type that was set as a cash payment under organisation - Payment types [image: image.png] 3. *Lastly, is there like an override mechanism available at the Cashier Teller?* For example, the allocated cash during the cashier creation was $50K however, a client withdraws $70K. Is a higher privileged user (e.g., Bank Supervisor) will be able to override this. If yes, how can I set this up on Mifos? There is no such link and this is not correct banking or accounting- remember this is cash, if a Bank Manager overides this control, then the Microfinance is bound to be defrauded. remember this is cash payments u must have the cash to give it out. so what u do go back to the vault and allocate more cash to the teller and post it onto the cashier till and then cashier can do withdrawals for clients Or if u have no cash wait for customers to make deposits and make the withdrawals after the deposits My Kind Regards Francis Guchie Kirago On Wed, Jun 19, 2019 at 9:39 AM Jun King Miñon <j...@pearlpay.io> wrote: > Hi Everyone, > > We would like to know the process of teller transaction within Mifos. > Basically, I have followed the User Manual: > > 1. Defined Financial Activity Mapping (see attachment) > > 2. Created a Teller and added a new cashier to this newly added teller > (see attachment) > > 3. Then I can now allocate and settle cash without any issues (see > attachment) > > However, we would like to verify the following: > > 1. Under the creation of cashier to teller, the available cashier staffs > under the selection will be the ones you created under *MANAGE EMPLOYEES*. > Thus the first question is, *how can I create a user account linked to > this employee? *As far as I see from User creation manual, (see > attachment), the staff section during the creation of User is his/her > reporting staff (reporting employee) > > 2. *How can we populate the cash-in and cash-out transactions under the > cashier/teller transactions?* For example, A teller will disburse a loan > or a client will deposit some savings, which will point to question 1 as > well of how to link the user accounts with manage employees. > > 3. *Lastly, is there like an override mechanism available at the Cashier > Teller?* For example, the allocated cash during the cashier creation was > $50K however, a client withdraws $70K. Is a higher privileged user (e.g., > Bank Supervisor) will be able to override this. If yes, how can I set this > up on Mifos? > > > Thank you in advance and always feel free to verify some points on me. > Cheers! > > Regards, > > Jun King P. Miñon > Consultant Software Engineer > Core Banking Solutions > > > PEARLPAY INC. > > 2nd Floor, 22 The Jupiter Center, Jupiter Street, Makati, 1209 Metro > Manila, Philippines > > https://www.pearlpay.com > https://www.linkedin.com/company/pearlpay > https://www.facebook.com/PearlPayOFFICIAL > > This email and any files transmitted with it are confidential and intended > solely for the use of the individual or entity to whom they are addressed. > If you have received this email in error please notify the system manager. > This message contains confidential information and is intended only for the > individual named. If you are not the named addressee you should not > disseminate, distribute or copy this e-mail. 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