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.

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

1. Click Save

2. 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

5. Click the "Yes, I want to proceed" button to confirm and apply the changes, or "No, thanks" to cancel

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