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Posted to dev@fineract.apache.org by Joseph Cabral <jo...@gmail.com> on 2020/05/26 17:08:07 UTC
Need help evaluating Fineract Teller Cash Management
Hi Fineract Team,
I need help evaluating the Teller Cash Management functionality of Fineract.
For Fineract 1.x, can anyone guide me on the role of Teller and Cashier?
Upon reading the API documentation and the source code here is what I
understand:
- Teller - can allocate cash to multiple cashiers
- Cashier - does client transactions (deposit, withdrawals, etc)
Is my understanding correct? If so, then how do you do transactions with
the Cashier? Cashiers are supposed to be employees and employees do not
have login access to the system.
Also I saw that Fineract CN has a teller microservice. How would you rate
Fineract CN's tellering features compared to Fineract 1.x?
Regards,
Joseph
Re: [Mifos-developer] Need help evaluating Fineract Teller Cash Management
Posted by Joseph Cabral <jo...@gmail.com>.
Hi Bharath,
Got it to work. I needed to tag the Employee/Cashier as a staff of the
logged in user.
[image: image.png]
Thanks again for your help!
On Sun, May 31, 2020 at 9:31 PM Joseph Cabral <jo...@gmail.com>
wrote:
> Hi Bharath,
>
> Thank you for the clarification. The documentation for Fineract CN Teller
> module is down. Do you have another link?
> [image: image.png]
>
> Follow up question, how do you map an Employee/Cashier to a User? Do you
> just give them the same username? Or do you tag that Employee/Cashier as a
> staff of that User?
>
> Regards,
>
> Joseph
>
> On Sat, May 30, 2020 at 4:27 PM Bharath Gowda <bg...@mifos.org> wrote:
>
>> Hi Joseph,
>>
>> Yes, your understanding is correct on Fineract 1.X Teller and Cashier
>> Functionality
>>
>> While Adding Cashiers in the system Each Cashier has to be mapped to an
>> Employee, and that employee has to be mapped to a
>> User(cashier->Employee->User), then any transaction done by that user will
>> reflect under that cashier
>>
>> you can refer our user manual for configuration and usage details
>>
>> https://mifosforge.jira.com/wiki/spaces/docs/pages/86114424/Teller+Cashier+Management
>>
>>
>> https://mifosforge.jira.com/wiki/spaces/docs/pages/168198183/Daily+Teller+Cash+Management
>>
>>
>>
>> Finereact CN Teller Module Functiallity can be understood with the below
>> document.
>> https://cwiki.apache.org/confluence/display/FINERACT/Teller
>>
>> Feature-wise I would say Fineract 1.X's Module is much advanced while we
>> are still working on building more features and business scenarios on
>> Fineract CN.
>>
>> Hope this helps.
>>
>> Regards,
>> Bharath
>> Lead Implementation Analyst | Mifos Initiative
>> Skype: live:cbharath4| Mobile: +91.7019636073
>> http://mifos.org <http://facebook.com/mifos>
>> <http://www.twitter.com/mifos>
>>
>>
>> On Tue, May 26, 2020 at 10:38 PM Joseph Cabral <jo...@gmail.com>
>> wrote:
>>
>>> Hi Fineract Team,
>>>
>>> I need help evaluating the Teller Cash Management functionality of
>>> Fineract.
>>>
>>> For Fineract 1.x, can anyone guide me on the role of Teller and Cashier?
>>> Upon reading the API documentation and the source code here is what I
>>> understand:
>>>
>>> - Teller - can allocate cash to multiple cashiers
>>> - Cashier - does client transactions (deposit, withdrawals, etc)
>>>
>>> Is my understanding correct? If so, then how do you do transactions with
>>> the Cashier? Cashiers are supposed to be employees and employees do not
>>> have login access to the system.
>>>
>>> Also I saw that Fineract CN has a teller microservice. How would you
>>> rate Fineract CN's tellering features compared to Fineract 1.x?
>>>
>>> Regards,
>>>
>>> Joseph
>>> Mifos-developer mailing list
>>> mifos-developer@lists.sourceforge.net
>>> Unsubscribe or change settings at:
>>> https://lists.sourceforge.net/lists/listinfo/mifos-developer
>>
>>
Re: [Mifos-developer] Need help evaluating Fineract Teller Cash Management
Posted by Joseph Cabral <jo...@gmail.com>.
Hi Bharath,
Thank you for the clarification. The documentation for Fineract CN Teller
module is down. Do you have another link?
[image: image.png]
Follow up question, how do you map an Employee/Cashier to a User? Do you
just give them the same username? Or do you tag that Employee/Cashier as a
staff of that User?
Regards,
Joseph
On Sat, May 30, 2020 at 4:27 PM Bharath Gowda <bg...@mifos.org> wrote:
> Hi Joseph,
>
> Yes, your understanding is correct on Fineract 1.X Teller and Cashier
> Functionality
>
> While Adding Cashiers in the system Each Cashier has to be mapped to an
> Employee, and that employee has to be mapped to a
> User(cashier->Employee->User), then any transaction done by that user will
> reflect under that cashier
>
> you can refer our user manual for configuration and usage details
>
> https://mifosforge.jira.com/wiki/spaces/docs/pages/86114424/Teller+Cashier+Management
>
>
> https://mifosforge.jira.com/wiki/spaces/docs/pages/168198183/Daily+Teller+Cash+Management
>
>
>
> Finereact CN Teller Module Functiallity can be understood with the below
> document.
> https://cwiki.apache.org/confluence/display/FINERACT/Teller
>
> Feature-wise I would say Fineract 1.X's Module is much advanced while we
> are still working on building more features and business scenarios on
> Fineract CN.
>
> Hope this helps.
>
> Regards,
> Bharath
> Lead Implementation Analyst | Mifos Initiative
> Skype: live:cbharath4| Mobile: +91.7019636073
> http://mifos.org <http://facebook.com/mifos>
> <http://www.twitter.com/mifos>
>
>
> On Tue, May 26, 2020 at 10:38 PM Joseph Cabral <jo...@gmail.com>
> wrote:
>
>> Hi Fineract Team,
>>
>> I need help evaluating the Teller Cash Management functionality of
>> Fineract.
>>
>> For Fineract 1.x, can anyone guide me on the role of Teller and Cashier?
>> Upon reading the API documentation and the source code here is what I
>> understand:
>>
>> - Teller - can allocate cash to multiple cashiers
>> - Cashier - does client transactions (deposit, withdrawals, etc)
>>
>> Is my understanding correct? If so, then how do you do transactions with
>> the Cashier? Cashiers are supposed to be employees and employees do not
>> have login access to the system.
>>
>> Also I saw that Fineract CN has a teller microservice. How would you rate
>> Fineract CN's tellering features compared to Fineract 1.x?
>>
>> Regards,
>>
>> Joseph
>> Mifos-developer mailing list
>> mifos-developer@lists.sourceforge.net
>> Unsubscribe or change settings at:
>> https://lists.sourceforge.net/lists/listinfo/mifos-developer
>
>
Re: [Mifos-developer] Need help evaluating Fineract Teller Cash Management
Posted by Bharath Gowda <bg...@mifos.org>.
Hi Joseph,
Yes, your understanding is correct on Fineract 1.X Teller and Cashier
Functionality
While Adding Cashiers in the system Each Cashier has to be mapped to an
Employee, and that employee has to be mapped to a
User(cashier->Employee->User), then any transaction done by that user will
reflect under that cashier
you can refer our user manual for configuration and usage details
https://mifosforge.jira.com/wiki/spaces/docs/pages/86114424/Teller+Cashier+Management
https://mifosforge.jira.com/wiki/spaces/docs/pages/168198183/Daily+Teller+Cash+Management
Finereact CN Teller Module Functiallity can be understood with the below
document.
https://cwiki.apache.org/confluence/display/FINERACT/Teller
Feature-wise I would say Fineract 1.X's Module is much advanced while we
are still working on building more features and business scenarios on
Fineract CN.
Hope this helps.
Regards,
Bharath
Lead Implementation Analyst | Mifos Initiative
Skype: live:cbharath4| Mobile: +91.7019636073
http://mifos.org <http://facebook.com/mifos>
<http://www.twitter.com/mifos>
On Tue, May 26, 2020 at 10:38 PM Joseph Cabral <jo...@gmail.com>
wrote:
> Hi Fineract Team,
>
> I need help evaluating the Teller Cash Management functionality of
> Fineract.
>
> For Fineract 1.x, can anyone guide me on the role of Teller and Cashier?
> Upon reading the API documentation and the source code here is what I
> understand:
>
> - Teller - can allocate cash to multiple cashiers
> - Cashier - does client transactions (deposit, withdrawals, etc)
>
> Is my understanding correct? If so, then how do you do transactions with
> the Cashier? Cashiers are supposed to be employees and employees do not
> have login access to the system.
>
> Also I saw that Fineract CN has a teller microservice. How would you rate
> Fineract CN's tellering features compared to Fineract 1.x?
>
> Regards,
>
> Joseph
> Mifos-developer mailing list
> mifos-developer@lists.sourceforge.net
> Unsubscribe or change settings at:
> https://lists.sourceforge.net/lists/listinfo/mifos-developer