Tellers

Open Tellers from Organization (or press Ctrl+K and type "teller" or "cashier"). Fineract has no separate view permission — you need create or update teller permission to open the page.

A teller is a cash desk at an office. Cashiers are staff assigned to that desk for a date range. From a cashier you allocate cash from the vault onto the till and settle cash back. Amounts always show the currency code (KES, not a symbol). Allocate and settle post to the ledger when vault and teller cash accounts are mapped — find those lines under Journal entries.

The list

• Search by name, office, or cashier staff name.
• Sort by clicking a column heading.
• Export downloads the list as CSV or Excel.
• New teller opens a docked sidebar. Office, name (up to 50 characters), and start date are required. End date, description, and status are optional. The teller form does not collect cashiers — save the till first.
• Click a row to edit the till.
• Cashiers on each row lists the staff on that till. Click the names (or None) to open that till’s cashiers. The row menu has the same action. After you create a teller, this sidebar opens so you can add the first cashier.
• Delete (row menu) asks for confirmation. Fineract refuses if cashiers are still allocated — remove them first.

The address bar is Organization › Tellers.

Cashiers

The cashiers sidebar is only who works the till. Each cashier is a staff member, a from/to date, full day or hours, and an optional description, saved on its own.

• Add cashier if you may allocate staff to a till. Staff options are people at the same office as the teller.
• Edit or Remove a cashier if you have those permissions. Removing a cashier does not delete the staff member — they are just no longer on this till.
• Cash details opens that cashier’s cash page.

Cash details

Cash details is a full page, not the sidebar — it has to hold a ledger of movements, not a handful of staff rows.

The header keeps the cashier name, a compact currency picker (ISO codes such as KES), and Allocate cash / Settle cash when you have those permissions. Switching currency reloads the figures and the transaction list for that code.

The page shows:

• Assignment — office, teller, staff, period, and description.
• Allocated, cash in, cash out, settled, and net cash for the selected currency.
• A paginated transaction list (date, type, amount, note). Use the controls under the table; you can show 10, 25, 50, or 100 rows. The address bar keeps currency, page, and size so you can bookmark or share the view.

If no currency is enabled under Currencies, allocate and settle stay off until you enable one.

The address bar is Organization › Tellers › the till › Cashiers › the staff.

Allocate and settle

Both commands open a docked sidebar. Date, currency, amount, and a note are required. The amount field shows the currency code.

• Allocate cash moves vault cash onto this cashier.
• Settle cash moves cash from this cashier back to the vault. Fineract refuses an amount greater than net cash in that currency — the reason from the banking service is shown.

If a button is missing, you do not have allocate-cash or settle-cash permission for tellers.