Approve or reject a teller transaction request

Cashier & Teller Updated 14 Aug 2026

Summary

Review a pending teller transaction request and either approve it or reject it, so the teller's posting can finish.

About 4 minutes · 7 steps. Also called: teller approval, authorise a teller transaction, maker checker.

Prerequisites

  • Approval permission for the request. Approve and Reject appear only for the authorised approver, commonly the current assignee.
  • Knowing what the teller meant to post, so you have something to compare against.

Step-by-step

  1. Sign in to CAMS.

  2. In the left menu, click Requests.

  3. Open Assigned Requests for your own queue, or Active Requests for everything still pending across the organisation.

  4. Find the row where Request Type is Teller Transaction and the status is Pending. Use Request Status or Add Filters to narrow a long list.

    Active Requests tab listing pending Teller Transaction rows with amount, current assignee and status
    Figure 1: Active Requests tab listing pending Teller Transaction rows with amount, current assignee and status

  5. Open the row's action menu and click View Details.

  6. Check the header: Request ID, Status, Requested by, Assigned to and Created Date. Then read every row on Changes review: member, product, account, transaction type and amount.

    Teller Transaction Request details with header status Pending and Changes review rows for member, product and account
    Figure 2: Teller Transaction Request details with header status Pending and Changes review rows for member, product and account

  7. If the request is correct, click Approve, type an Approval Comment, and confirm. If it is wrong, click Reject with a comment saying what was wrong. The request leaves Active Requests and stays visible under All Requests.

Common pitfalls & FAQ

  • I cannot see Approve or Reject. They show only for the authorised approver. Ask the requester to reassign the request to you.
  • The button in the dialog stays disabled. The comment is required. The confirm button becomes active once you type one.
  • Should I reject or cancel? Rejecting is the approver's decision. Cancel Request is the requester withdrawing their own item. Both need a comment.
  • I cannot find the request. Teller requests also appear under Transactions → Teller, on the Requests tab. Decided items sit under All Requests.

Back to course: CAMS for Tellers