Using the Teller Portal

The Teller Portal is the user interface for performing all tasks associated with day-to-day transactions. When the eReceipts Client is launched for the first time, the Teller Portal opens to the Dashboard page. The Teller Portal launches whenever a receipt is generated if the eReceipts Client is running on the workstation. When a receipt is generated, the Teller Portal opens to the transaction page. A user must be assigned to the Teller or Super Teller role to have access to the eReceipts Client and Teller Portal.

Note: Depending on your environment, you may see the term "account" used instead of "member." The examples in this documentation use the term "member" except where noted.

	Refresh	Click Refresh to reload the contents of the current page.
	Dashboard	Click the Dashboard menu item to navigate to the Dashboard page. Refer to Dashboard for details.
	Teller Reports	Click the Teller Reports menu item to navigate to the Teller Reports page. Refer to Teller Reports for details.
	Settings	Click the Settings menu item to open the Settings window. Refer to Settings for details.
	Help	Click Help to choose from the Restart, Documentation, and About sub-menu items. Refer to Help Menu for details. Restart: Click Restart to load the latest changes from the server and restart the Teller Portal. Documentation: Click Documentation to open the eReceipts web help. About: Click About to open a pop-up window that lists the version number and copyright information.
	Logout	Click Logout to log out and exit eReceipts Client, Teller Portal, and Admin Portal. Refer to Signing In to eReceipts for details about signing in.
	User ID	Your user ID is displayed here.
	Workstation ID	This is the name of your workstation.
	Teller Platform	The core host is displayed here.
	FI	This is the financial institution (FI).
	Date and Time	The current date and time is displayed here.