Teller Override/Approval

The Teller Override dialog box lets you enter your teller override code to process a restricted transaction. The Approval dialog box automatically appears if your credit union uses Transaction Approvals and a check cashing transaction requires approval.

How do I? and Field Help

To access the Teller Override dialog box, on the top menu bar, click the teller override icon.

If your credit union uses standard teller override, enter your 2-character teller override code where indicated and click OK to process a restricted transaction.

Click Retry to re-enter your teller override code.

Enhanced Override lets you monitor all transactions that are overridden by tracking which employee performed the override (via teller number) and which employee approved/authorized the override (via employee name). In addition, you can define override groups in Portico to help you enforce credit union policies regarding which employees at the credit union are authorized to approve an override. When defining an override group, you can also prioritize the list of employees authorized to approve overrides. Once override groups are defined, each employee/user must be associated to one or more override groups.

When Enhanced Override is activated and you click the teller override icon, the User Override dialog box will appear.

If your credit union uses Transaction Approvals and a check cashing transaction requires approval, the Approval dialog box will appear. The Approval dialog box can list a single approval or multiple approvals.

For Enhanced Override or Transaction Approvals, click the Override/Approval Group down arrow to select the override/approval group the teller is associated with.

For “over-the-shoulder” overrides with Enhanced Override or Transaction Approvals, supervisors can click the Override User/Approver down arrow to select their user name. Then, enter their password in the Password field and click OK to override the transaction or approve the message.

For Remote Override, click Remote Override/Approval to display the Remote Override Request window. If your credit union does not use Remote Override, the Remote Override/Approval button will not appear.

If the user is able to approve the transaction themselves, the Approval dialog box will display with the user’s name in the Approver field. A user can approve the transaction themselves if they have the Approvals – User can approve self security permission and the user is setup to approve the specified transaction. If the user performing the transaction cannot approve the transaction, the Approval dialog box will display a blank Approver field. The user must select an override/approval group from the drop-down list, then an approver from the drop-down list. The approver can enter the password and click Submit.

The user can also select an override/approval group from the drop-down list, then an approver from the drop-down list and click Remote Approval to initiate remote approval.

If a single approver does not have permissions to approve all the approval messages, you can request approval for individual messages by selecting the check box next to the message and selecting an approver from the drop-down list.

Column Heading	Description
unlabeled check box	Select the check box to approve the associated message or submit the message for remote override.
Description	The message indicating why an approval is needed for check cashing transaction .
Approver	The name of the user who approved the message.

Once all messages have been approved, the Submit button will appear. Click Submit to complete the transaction.

Click Cancel to reject your changes and close the dialog box.

The O/R AUTH field on the Teller Override Financial Activity Report 324 and Teller Critical Activity Report 326 reports the override user who authorized the override in Portico.