20.4 Maintain Branch User Preferences

The Branch User Limits screen is used to set preferences like Till/Vault Indicator, currency holding preferences, and currency limit preferences for the branch user.

To maintain branch user preferences:

1. On the Homepage, from Teller mega menu, under Branch Maintenance, click Branch User Limits or specify Branch User Limits in the search icon bar and select the screen.
   The Branch User Limits summary screen is displayed.

   Figure 20-5 Branch User Limits (Summary)

   
   

   
   Description of "Figure 20-5 Branch User Limits (Summary)"

   
   
2. Click the icon.
   The User Preferences screen is displayed.

   Figure 20-6 User Preferences

   
   

   
   Description of "Figure 20-6 User Preferences"

   
   
3. On the User Preferences screen, specify the fields. For more information on fields, refer to the field description table.

   Note:

   The fields, which are marked with an asterisk, are mandatory.

   Table 20-7 User Preferences - Field Description

   Field	Description
   Branch Code	Click the search icon, and select the branch code from the list of values.
   User ID	Click the search icon, and select the user ID for which the branch preferences are to be maintained.
   Till/Vault Indicator	Select from the following drop-down values: Till Vault Both None
   Shortage/Overage GL	Note: Currently not used, meant for future use.
   Carry Forward Allowed	Select if the funds are allowed to carry forward for the next day.
   Inter Branch Transactions Allowed	Select if the transfer between the branches is allowed.
   Receive Email	Select if the Teller needs to receive emails for approval of transactions.
   Receive Notification	Select if the Teller needs to receive notifications in Dashboard.
   Currency Holding Preferences	Specify the fields.
   Currency Code	Click the search icon, and select the currency code to specify the cash holding preferences.
   Minimum Balance	Specify the minimum balance to be maintained for the Till or Vault.
   Maximum Balance	Specify the maximum balance to be maintained for the Till or Vault.
   Currency Limit Preferences	Specify the fields.
   Currency Code	Click the search icon, and select the currency in which the limits (transactions amounts) will be expressed.
   Max Transaction Amount	Specify the maximum transaction amount allowed that the user can enter in a single transaction.
   Authorization Limit	Specify the maximum amount that the user (to which the limit role is associated) is allowed to process while authorizing a transaction.

4. Click Save.
   The summary view is displayed with the configured user preferences.