How do I reconcile the teller?

A step-by-step guide for tellers to reconcile their accounts at the end of the day

  1. Login to the Wakandi Admin App.
  2. Go to Accounting.
  3. Select Transactions from the menu.
  4. When a user with teller permission opens the transaction page, it will display the current balance in the account on the top right corner of the page, and copy this amount.
    Teller balance
  5. Go to Requests.
  6. Click the Create button on the top right corner of the page
    teller requests
  7. Select Cash/teller reconciliation from the dropdown menu.
  8. Choose the Admin you want to assign the request to.
  9. Enter the amount copied from the accounting page.
  10. Add a comment.
    reconcile request
  11. Click submit to submit your request to the admin for approval.