Setting Up Tellers

To add a teller to Portico, complete the following steps:

1. Access the Tellers window to find an available teller number.
2. On the Teller Information window, locate an existing teller and branch to copy and select Copy. On the Teller Information - New window, enter the new teller ID and select the branch the teller will be assigned. Enter the teller name and re-enter the teller ID in the Override Code field. Select Save.
3. If using Teller Administration and Cash Control, complete the Location Information window to set up a drawer for the teller. Locate an existing teller drawer to copy and select Copy. On the Location Information - New window, enter the teller ID in the ID field and enter the teller's name in the Description field. From the Purpose drop-down list, select Cash or Non-Cash drawer. Select Save.
4. For the following steps, you must log into the branch the user will be working in.
   If using Teller Administration and Cash Control, use the Teller Drawer Assignments window to assign the drawer to the teller ID. In the New Teller column next to the teller ID in the Current/Next Open column, enter the new teller ID. Select the Update Assignments check box and select Save.

To un-assign a teller from a drawer, in the New Teller column next to the teller ID in the Current/Next Open column, enter **. Select the Update Assignments check box and select Save.

5. To set up a general ledger account for over and short entries, review general ledger accounts on the GL Accounts - List window and, if necessary, add a new general ledger account using the GL Accounts - New window. If using Teller Administration and Cash Control, use the Product Code Information window to set up a product code for over and short entries. If desired, you can use the Location Information window to create a teller over and short location.
6. If using Teller Administration and Cash Control, use the Deposit Locations window to define the cash for deposit, checks for deposit and cash over short entries locations.
7. To add forms to the teller's drawer, access the Forms Management – Movements – Send Forms tab. On the Send Forms tab, select Supplier as the sending location and 000 as the sending location ID. For the receiving location, select Drawer and the teller's drawer as the receiving location ID. Select the form number, revision number, and beginning and ending serial numbers for the form you wish to add to the drawer and select Add. Repeat this step to add additional forms to the teller drawer or to other teller drawers. Then, select Submit.