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Get Teller Till Transaction List

Overview​

The Get Teller Till Transaction List feature provides detailed transaction history for teller tills, showing all cash movements, customer transactions, and balance adjustments for reconciliation and audit purposes.

What It Does​

Retrieves complete transaction history for specific tills with timestamps, transaction types, amounts, customer references, and running balances while supporting filters by date range, transaction type, and amount.

Business Value​

  • Complete Audit Trail: Document every till transaction
  • Reconciliation Support: Track all balance changes
  • Dispute Resolution: Investigate transaction questions
  • Performance Analysis: Review teller transaction patterns
  • Compliance: Meet regulatory documentation requirements

Who Uses This Feature​

  • Tellers: Review daily transactions
  • Branch Supervisors: Investigate discrepancies
  • Audit Teams: Verify transaction compliance
  • Operations Managers: Analyze transaction patterns
  • Reconciliation Staff: Match transactions to balances

Key Capabilities​

  • View complete till transaction history
  • Filter by date range, type, amount
  • Show running balance after each transaction
  • Include customer references
  • Export transactions for analysis
  • Pagination for long histories
  • Search by transaction ID or reference

How to Use​

  1. Select till to review
  2. Choose date range
  3. Apply transaction type filters
  4. Set amount range if needed
  5. View transaction list
  6. Check details for specific transactions
  7. Review running balance
  8. Export data for reconciliation

Common Use Cases​

  • Daily Reconciliation: Review all day's transactions
  • Variance Investigation: Find discrepancy sources
  • Customer Inquiry: Verify specific transaction
  • Audit Review: Document transaction compliance
  • Training: Show transaction examples to new tellers

Important Considerations​

  • Full history available for active and closed tills
  • Running balance calculated for each transaction
  • Large datasets use pagination
  • Transaction details include timestamps
  • Export respects user permissions
  • Sensitive data may be masked

Integration with Other Processes​

Supports:

  • Daily reconciliation workflows
  • Audit and compliance reviews
  • Customer service inquiries
  • Performance analysis
  • Training and quality assurance