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 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
>
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