Set up and manage tellers and tills

Summary

Set up and manage your SACCO's tellers and their tills — who holds a till, on which branch, and what's in it.

About 3 minutes to read. Also called: till administration, teller setup, add a teller, vault balance, cashier till.

Prerequisites

• Sign in to CAMS Admin with a role that can manage Settings.

Step-by-step

1. Sign in to CAMS Admin.
2. In the left menu, open Settings → Teller. The list of tellers (tills) opens.

1. Each row is one till. You'll see its Account Number, Name, the User it's assigned to, the Branch, and the Vault Balance (the cash held in it). Use Search to find a teller by name.
2. To create a new till, click + Add Teller and assign it to a user and a branch.
3. In the Actions column, use the view (eye) icon to inspect a till or the edit (pencil) icon to change it.

Day to day, the teller works from the Teller screen (under Transactions → Teller), where the till account and its current balance show at the top and transactions are posted against it:

Note: At the start of the day a teller opens their till (with an opening cash float); at the end of the day they close and reconcile it. For the end-of-day count and reconciliation, see [How to reconcile the teller](/academy/articles/7d2d4a3e-1ff7-4e4d-8e9c-89545ee6af16

).

Common pitfalls & FAQ

• A teller can't post transactions. They need a till assigned to them (set it up here under Settings → Teller), and their till must be open for the day.
• What is Vault Balance? It's the cash currently held in that till.
• I can't see the right till. Check the Branch Name selector at the top left — tills are listed per branch.
• Where do end-of-day figures go? Closing a till leads into reconciliation — see [How to reconcile the teller](/academy/articles/7d2d4a3e-1ff7-4e4d-8e9c-89545ee6af16

).