Teller System > CIM GOLDTeller Overview > Frequently Asked Questions

Sometimes you need to make changes to the Opers.dat file without having CIM GOLDTeller access. For example, if you want to change your remote override capabilities but do not have GOLDTeller access.

In that case, you can use the Teller System > Administrative > Operator Information screen to update the Opers.dat file. Any changes you make to this screen are updated to the Opers.dat file. For more information on remote overrides, see the Remote Override Setup topic.

This is the exact same screen found under Functions > Operator Functions > Operator Information in GOLDTeller.

If you know you are set up as a teller correctly, you may want to check a box on the Deposits > Definitions > Teller Information screen called Other Office Signon. That allows your security to work for all offices at your institution. You may need a supervisor to set this option for you.

1.Make sure you are logged off GOLDTeller and GOLDTeller is closed.

2.	Access the Deposits > Definitions > Teller Information screen in CIM GOLD.

3.	Select your teller number in the top list, and then select the Last Signoff tab.

4.	In the Effective Date field at the bottom of the Last Signoff tab, change the date to today's date.

5.	Click <Save Changes>.

You should now be able to log onto GOLDTeller normally with today's date; not in PM Mode. You may need a supervisor to complete these steps.

Simple. On the main GOLDTeller screen in the second quadrant where all the accounts are listed for an account owner, right-click on an account and select "Goto Marketing and Collections screen." The system takes you directly to the Marketing and Collections screen for that account. Click the green back arrow at the top of the screen to return back to the CIM GOLDTeller screen.

1.	Use the Functions > Administrator Options > Transaction Design screen (must have security).

2.	Select the transaction for which you want to hide a field on the left. The design of that transaction will appear on the right after you select it.

3.	Right-click the field you want to hide. The GOLDTeller Transaction Field Properties dialog box is displayed.

4.	Check the PC Hide Field box.

5.	Click <OK>, and then click <Save>.

6.	Click <Preview> to view how the transaction looks to make sure the field is hidden.

The best way to reverse a transaction processed as of today would be to open the Journal Log (press <Ctrl> + J) and find the transaction to reverse it. See Reversing Transactions for more information.

Depending on how long your institution keeps journal logs, you can either reverse the transaction from the Journal Log screen (press <Ctrl> + J) or manually reverse transactions. See Reversing Transactions for more information.

You will need to set up a special selection for the Journal Log that pulls transactions from all tellers on your DB4 server, or you can select a special selection that only pulls transactions for that one teller.

To set up a special selection on the Journal Log:

1.Access the Journal Log by pressing <Ctrl> + J on the keyboard.

2.Under My Today's Transactions, select "Edit Selections." The Journal Scan Information dialog box is displayed.

3.Enter a new name for the selection in the Selection Name field. Examples could be "AllTellers" or "LoanTellers."

4.If you want to search through all the teller journals for the transaction, select the Search all tellers radio button. Or if you want to search for just that teller's transactions, select the Search teller indicated above radio button and select the teller's name in the Teller Name drop-down field.

5.Select the Search prior weekday's date radio button to be able to search for transactions in the journal logs from all last week. If your institution does not keep teller logs for longer than one day, you will need to correct the transaction manually, as described in the Reversing Transactions topic. Note: If you also want to include today's transactions, don't use this radio button. Instead, select Search all dates or Search date indicated below and select the appropriate dates (include today's date) in the Date fields.

6.Click . The Journal Scan Information dialog box closes and the Journal Log is displayed.

7.Click the top-left drop-down arrow (labeled My Today's Transactions) and select the new selection you created in the steps above (e.g. "AllTellers" or "LoanTellers"). The system will load all transaction log information from those dates/tellers.

8.Find the transaction you want to correct, right-click it, and select "Correct Transaction."

9.The transaction will then be displayed in CIM GOLDTeller with the Correction box already checked. Click and the transaction will be corrected from the account.

If the transaction you are trying to reverse is dated from so far back that it no longer is in the journal logs, you will need to manually reverse the transaction. See the Reversing Transactions topic for more information.

Changing the verbiage on receipts can be a complicated process. This will require help from GOLDPoint Systems. See Print Form Design for more information.

See Adding Trademarks and Copyright Symbols to Receipts