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Training Slides For Teller Training

This document provides an overview of the training slides for tellers. It describes the main tabs and options in the interface, including Clients, Reports, Admin, and Navigations. Key features covered include searching for clients and journal entries, viewing account mappings and closures, creating reports, managing users and organizations, and advanced search options. The goal is to familiarize tellers with the system's functionality and navigation.

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sofyan123
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© © All Rights Reserved
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113 views

Training Slides For Teller Training

This document provides an overview of the training slides for tellers. It describes the main tabs and options in the interface, including Clients, Reports, Admin, and Navigations. Key features covered include searching for clients and journal entries, viewing account mappings and closures, creating reports, managing users and organizations, and advanced search options. The goal is to familiarize tellers with the system's functionality and navigation.

Uploaded by

sofyan123
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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TRAINING SLIDES

FOR TELLER
TRAINING

Clients Tab

This is the Clients tab which has 3 different options:

Clients

Groups

Centers

Groups and Centers work similarly to Clients.

How does it work?


After you select Clients by clicking on the tabs content box you get to this screen.

Then you can use the filter on the top to find the client you want faster click
on the client to get his information.

Client Overview
This is the screen you get to after selecting the client.

Here you can get all the information your


organization has for this client.

Accounting Section
In this section the user can choose between five different
features:

Search Journal Entries

Accounts Linked to Financial Activities

Chart of Accounts

Closing Entries

Accounting Rules

Search Journal Entries


After selecting this option you will get to the following screen.

From here you can use a lot of different filters to adjust what you are searching in the
Journal, but also you can use transaction search e.g. S2.
This is the screen you get to after using the search option
and pick from the list
by clicking on the journal you want to view.

Accounts Linked to Financial


Activities
After selecting this option you will get to the following screen.

From here you can select an element from the list by clicking on it.
After selecting the element you are given the following screen which will give you
view of this Financial Activity Mapping.

Chart of Accounts
After selecting this option you will get to the following screen.

You can use the filter on the top to find the account you need more easier and after that
click on it to get to the following screen.

Closing Entries
After selecting this option you will get to the following screen.

Use the Office filter the find the element you need faster and after clicking on the
element you needed you will View Accounting Closures.

Accounting Rules
After selecting this option you will get to the following screen.

From here you can click on an Accounting Rule to view it on the following screen.

10

Reports Tab
All of the options from this tab have similar way of
working, they give you report for the chosen
element and option.
It contains 6 options:

Clients

Loans

Savings

Funds

Accounting

XBRL

11

Loans
After selecting this option you will get to the following screen.

From here you choose the element you need and click on it to get to the following screen.

Use the filters to create


the report you need.

12

Admin tab
This is the Admin tab which contains 5 options:

Users

Organization

System

Products

Templates

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13

Users
After selecting this option you will get to the following screen.

Use the filter to find the user you need easier and after that click on the user to get to
the following screen

14

Organization
These are all the features of the Admins Organization option.

15

System
These are all the features of the Admins System option.

16

Products
These are all the features of the Admins Products option.

17

Navigations
This is the quick tab which contains a
lot
of useful options. You can find it on the
left side of the screen.

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18

Advance Search
This is the advance search screen which contains a lot of different filters to help
you find the needed Loan Journal.

19

Navigation
This is the Navigation screen which gives you information about Offices, Loan
Officers, Centers, Groups and Clients, also it has useful name filter.

20

Checker Inbox & Tasks


Here you can Approve Clients, Check Inbox, and approve or disburse loans.

21

Frequent Postings
This is the screen of Frequent Postings option.

22

Adding Functions

These three functions add:


- Client
- Group
- Center
Just by clicking on them and filling
the needed information.

23

Questions?

24

Thank you for your


attention!

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