> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/operations/business-automation/till-account.md).

# Till Account

The Till Account page is designed for managing and configuring till accounts, which are usually used for cash transactions like deposits and withdrawals. This page enables you to create, view, and manage accounts within the system, ensuring everything is set up and operated with the appropriate controls.

## Accessing Till Account

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Operations** in the side menu.
3. Expand **Business Automation** and Select **Till Account** from the dropdown list.

<figure><img src="/files/qhuFIjs223HYyPi9JKcX" alt=""><figcaption></figcaption></figure>

## Managing Till Account

### Create A Till Account

To create a new Till Account:

1. Click the **Add** button at the top of the page
2. Select the appropriate Account Branch, Account, Teller Name, and Currency in the modal
3. Optional: click the **Cash Volume Limit?** toggle to reveal additional fields:

* **Max. Balance:** The maximum cash balance permitted for the till
* **Min. Threshold For Alert:** The balance level at which an alert is triggered
* **Supervisor Email:** The email address to notify when the threshold is reached

4. Click **Save**
5. Click **"Yes, I want to proceed"** to confirm and create the till account, or **"No, thanks"** to cancel

## Modify Till Account

To modify Till Account details:

1. In the **Actions** column, click the **three vertical dots** (**⋮**) next to what you wish to edit.
2. Select **Modify** from the dropdown menu.
3. Make the necessary updates.
4. Click **Update** to save and apply the changes.

## View Till Account

To view the details of a till account:

1. In the **Actions** column, click the **three vertical dots (⋮)** next to what you wish to view
2. Select **View** to see the full details

## Delete A Till Account

To delete Till Account:

1. In the **Actions** column, click the **three vertical dots (⋮)** next to what you wish to delete
2. Select **Delete** from the dropdown menu
3. Click **"Yes, I want to proceed"** to confirm and delete the account, or **"No, thanks"** to cancel