📌: Teller Transaction Comments Now Visible Across Key Modules
We’re excited to introduce a powerful enhancement aimed at increasing transparency, improving operational efficiency, and supporting better record-keeping. Teller-entered comments are now visible across multiple modules, giving your team and members clearer insights into the purpose behind each transaction.
🔍 Where You Can See Teller Comments
🏦 1. Teller Transaction History
Quickly trace comments linked to individual teller transactions. Ideal for:
- Auditing processes
- Daily operational reviews
- Clarifying transaction intent
📋 2. All Transactions – Teller Module
Every transaction under the “All Transactions” tab now includes its related comment for:
- Better context and clarity
- Easier identification of transaction purposes
- Improved teller accountability
👥 3. Member Statement
Comments now appear in member-facing documents, offering full visibility into teller notes:
- Loan Statements
- Savings/Deposit Statements
This ensures transparency for members and reduces the need for back-and-forth explanations.
📘 4. Accounting Module
Teller comments are now visible in accounting views:
- All Entries View
- Single Entry Details View
This is especially useful for accountants and auditors, helping to:
- Understand transaction context at a glance
- Simplify reconciliation and audit trails
✅ What This Means for You
This upgrade brings greater clarity and traceability across your operations. Whether you’re reviewing a member’s transaction history, preparing for an audit, or resolving discrepancies—teller comments are now just a click away