# Teller / Cashier Management Mifos X allows an organization to set up cash drawers for proper cash management and reconciliation. From the main screen, click on [**Admin**](/mifosx/user-manual/for-administrators-mifos-x-platform/administration.md) then **Organization** from the drop down list. This will launch the [**Organization**](/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization.md) menu. Select **Teller/Cashier Management** ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/tellercashierManage.png?version=1\&modificationDate=1552928308023\&cacheVersion=1\&api=v2) **TIP:** Before setting up tellers, check the Financial Activity Mappings located under [**Accounting**](/mifosx/user-manual/for-administrators-mifos-x-platform/accounting.md) and then map the main cash account to the bank account as well as map the cash at tellers GL to the change fund GL. ### **Add Financial Activity Mapping** ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/accountingTab.png?version=1\&modificationDate=1552900869066\&cacheVersion=1\&api=v2) Select **Accounting** from the main tab and then select **Accounts Linked to Financial Activities** ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/linkedAccounts.png?version=1\&modificationDate=1552901107041\&cacheVersion=1\&api=v2) This opens a page that displays the financial Activity of an account and the Account name. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/defineNewMapping.png?version=1\&modificationDate=1552901552260\&cacheVersion=1\&api=v2) Click on the blue **Define New Mapping** button at the top-right to add a financial activity mapping. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/addMapping.png?version=1\&modificationDate=1552901763217\&cacheVersion=1\&api=v2) For Financial activity, select **Cash at Tellers/Cashiers** from the Asset Transfer drop-down list. Also select the Account whose financial activity you want to map. Click the **Submit** button. ### **Add Teller** See the [**first**](http://mifosforge.jira.com/wiki/pages/resumedraft.action?draftId=86114424) section to navigate to to the **Teller/Cashier Management** page. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/tellers.png?version=1\&modificationDate=1552903236766\&cacheVersion=1\&api=v2) A list of current tellers is displayed with their branch, status and start date. To add a teller, click on the blue **+New Teller** button at the top-right. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/createTeller.png?version=1\&modificationDate=1552903386977\&cacheVersion=1\&api=v2) Provide Teller details with dates and also ensure to select status as "Active" in-case you want to enable that. Otherwise you could disable it by selecting "In-active". Click the **Submit** button. ### **Add a new Cashier for Teller** On Tellers page, select a Teller. This will display an empty list if the teller was not assigned a cashier. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/selectTeller.png?version=1\&modificationDate=1552903929531\&cacheVersion=1\&api=v2) Click on the **+ New Cashier For Teller** button on the top-right. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/newCashierforTeller.png?version=1\&modificationDate=1552904103463\&cacheVersion=1\&api=v2) Select the Cashier or Staff member you want to assign to that teller. This cashier should have been defined in the [**Manage Employees**](/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization/manage-employees.md) section. Provide the dates within which the cashier is assigned to the teller. Click on **Submit** button. ### **Edit Cashier** Select the ![](https://mifosforge.jira.com/wiki/download/thumbnails/86114424/viewCashierIcon.png?version=1\&modificationDate=1552913597969\&cacheVersion=1\&api=v2\&width=30) button on the Cashier page. This will display the details of the Cashier. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/editCashier.png?version=1\&modificationDate=1552913713419\&cacheVersion=1\&api=v2) Select the **Edit** Button at the top-right which will display a page that will permit you to edit. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/editCashierPage.png?version=1\&modificationDate=1552914003990\&cacheVersion=1\&api=v2) After editing, click the **Submit** button. ### **View Teller transactions** On Tellers page, select a Teller. This will display details of the teller such as the cashiers who worked on that teller and the period they worked. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/tellerDetails.png?version=1\&modificationDate=1552910942325\&cacheVersion=1\&api=v2) Click the first blue button to be able to view the transactions of that cashier. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/cashierExample.png?version=1\&modificationDate=1552910619992\&cacheVersion=1\&api=v2) This will display the details of transactions that occurred under that cashier. ### **Allocating Cash** Select the ![](https://mifosforge.jira.com/wiki/download/thumbnails/86114424/allocateCashIcon.png?version=1\&modificationDate=1552911961769\&cacheVersion=1\&api=v2\&width=100) button from the **Cashiers** page and this will display the Allocate Cash page. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/allocatingCash.png?version=1\&modificationDate=1552911843035\&cacheVersion=1\&api=v2) Select date and currency, and provide amount value and notes. Click the **Allocate Cash** button to submit. ### **Settling Cash** Select the ![](https://mifosforge.jira.com/wiki/download/thumbnails/86114424/settleCashIcon.png?version=1\&modificationDate=1552912496217\&cacheVersion=1\&api=v2\&width=100) button from the **Cashiers** page which will display the Settle Cash Page. ![](https://mifosforge.jira.com/wiki/download/attachments/86114424/settleCashPage.png?version=1\&modificationDate=1552912409010\&cacheVersion=1\&api=v2) Select the date and currency, and provide the amount and notes on the Settle Cash page. Click the **Settle Cash** button --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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