Teller Leaves without Balancing the Cash Drawer

Teller Leaves without Balancing the Cash Drawer

A teller was called away before he/she was able to perform end-of-day balancing.

Workaround:

Assign the role of the absent teller to another employee at the branch. That person can log into EZTeller, select the role of the absent teller and balance the cash drawer. The EZTeller transaction journal records both the teller number and the name of the employee who used the role.

 

In Superview:

  1. Log into Superview and select the branch as your working group.
  2. Go to EZTeller Roles >  Maintenance.
  3. Select the teller's role from the list and click Select Employee.
  4. At the top of the screen, select the employee who will be balancing the cash drawer.
  5. Click Add then OK.

 

In EZTeller:

  1. At the branch, have the employee log onto EZTeller and select the role of the absent teller.
  2. Do the usual balancing procedures and select End of Day.

 

If the employee will not be using the role again, remove the role from the employee's list of roles:

  1. Log into Superview and select the branch as your working group.
  2. Go to EZTeller Roles >  Maintenance.
  3. Select the teller's role from the list and click Select Employee.
  4. At the bottom of the screen, select the employee's name, click Remove. 
  5. Click OK.

 

ArticleNumber:

000065162