Take me to Your Homepage
This will tell you the branch, cash drawer number and the cash totals
What is the Teller Drawer Tile
This hotkey is used to make deposits into all account types, except for business accounts
What is the Deposits hotkey
This drop-down provides links to help you find various transactions; you can select from several options which are useful in locating cash differences, pending transactions and offline exceptions
What is the Quick Search
To start the End of Day Process, click here in the Utilities menu on the Teller Home page
What is End Business Day
These are the only type of items that need to be itemized when making deposits
What are On-Us checks
This tile, often called Teller Exchanges, refers to instances when a Teller buys or sells money to the Vault or another teller
What is the Teller Transfer Tile
All check types cashed for Pacific Premier Bank customers, will be done through this hotkey; this includes transit checks, on-us checks, and multiple checks
What is the Cash Checks hotkey
This allows for more precise filtering of Teller and Transaction Criteria and can be used by a supervisor to help find a difference
What is Advanced Search
To ensure all the teller transfers are processed, this drawer should do all the End of Day tasks first
What is the Vault
If there is cash involved in a transaction, this screen with appear
What is the Cash Breakdown screen
This tile function can be used for single transactions, but is recommended to be used when performing a Multi-Tran
What is the Customer in Session Tile
After a card has been successfully run through the cash advance terminal, a teller transaction should be processed to give the customer their funds with this hotkey
What is the Cash Advance hotkey
This includes a description of each transaction, starting with Date, Sequence, Application, Account Number and Amount, as well as a Task Header
What is the Journal Table
This must be done by every active teller drawer in order for the End of Day process to be complete
What is End Business Day/Balance Drawer
This is a 2-step process; the calculation must be processed at the account level, and then the next step of the transaction is processed in XE Teller
This tile is the access point to cash totals, cash counts, end business day, and many more critical functions
What is the Teller Utilities Tile
This is the hotkey to be able to perform more than one transaction in the same session for the same customer
What is the Multi-Tran hotkey
Here, users can click on Select, Reprint or Reverse
What is the Action button
After balancing their drawer, this can be selected as long as no cash transactions are performed; they can exit from the system using the Sign Out and the End of Business Day function will not be needed again
What is Continue Working
To view or edit an existing monetary instrument log search “Monetary Instrument Log”, you need to start here
What is the Universal Search Bar
This tile will give information about being offline and the totals reflected there will change if/when online status is restored
What is the Transaction Summary Tile
This hotkey can only be used when the customer is using cash to buy the item
What is the Monetary Instrument hotkey
Once a transaction has been reversed, the reversal will appear here
What is above the original transaction
This is the final task for the day; one employee (typically the last teller balancing or branch closer) will complete this step
What is the Teller Cash Recap
When placing a Reg CC hold, you must complete this first in order for the Notice Type to be enabled
What is the Hold section