Institution Name in Heading

Enter the name of your institution the way you want it to be displayed in CIM GOLDTeller. The name of the institution is displayed in the upper-right corner of the menu bar, to the right of the Log Off function. See the example below.

Logon/Logoff field group

See the following definitions for fields in the Logon/Logoff field group.

Use As Of Date on Logon

This option is for tellers who process transactions for the next business day. Some institutions stop processing transactions for the current day after 3 p.m. However, they do process transactions with an As-of Date for the next day after 3 p.m. This is called next-day processing or PM Mode. When processing transactions in PM Mode, you will see "PM Mode" at the top of the transaction list, as shown below:

When tellers initially log on to CIM GOLDTeller, a Logon Information box is displayed, as shown below. If the teller checks the Next Day Processing box on this dialog box, the As-of Date becomes file maintainable, but only if this option (Use As Of Date on Logon) is checked. If this option is not checked, then that date cannot be changed.

If the Next Day Processing box is checked, you must enter a future date in the As-of Date field. The date you enter in the As-of Date will be the default As-of Date on all transactions. However, once processing a transaction, you can change that date.

Disable Allow Cash Drawer To Be Automatically Filled In

If this option is selected, the cash drawer is not automatically filled in by the system when logging off for the day. The teller must manually enter their cash amount.

Disable Download Transactions At Logon

This option no longer works.

Disable Allow Next Day Processing

If this option is selected, tellers will not be able to process transactions in next-day processing mode (also known as PM Mode). The Next Day Processing box on the Logon Information dialog box will be disabled, as shown below. For more information on PM Mode, see the Use As Of Date on Logon option above.

Default To Do A Final Logoff At Logoff

Select this option if you want a final logoff to be the default when logging off. If this option is not selected, a temporary logoff will be the default. For more information about logging off CIM GOLDTeller, see the Log Off section.

Default To Use An Adding Machine At Final Logoff

If this option is selected, the Cash Drawer screen that is shown when performing a final log off functions similarly to an adding machine, where you can use your numbers pad on the keyboard to enter exact amounts.

For example, if this option is not set, and you enter "1" in the 100's field, the system knows that the one means 1 hundred dollar bill, and adds up the number as "100" in the total. If this option is on, you would need to enter "100.00" and the system would total it as "100.00." If you enter "1," the system assumes ".01" and gives you an error provider, as shown below:

Disable "Don't Clear Currency Fields" At Final Logoff

When this option is selected, tellers will be forced to enter cash amounts on the Cash Drawer - Counter screen at final sign-off. The Don't Clear Currency Fields box will be grayed out on the dialog box that appears when logging off, as shown below. This option is not used for temporary releases. This option was added to avoid any potential problems from forced balancing of cash. If this option is not selected, tellers have the option of not clearing out any of the currency fields on the Cash Drawer - Counter screen by selecting the Don't Clear Currency Fields checkbox.

Write Log On/Off. Subtotal Transaction to Journal

This option causes the system to write the Sign On/Off and the Subtotal transactions (tran code 1005) to the GOLDTeller Journal Log (<Ctrl> + J). This information may help with questions when balancing.

Disable Check For Online When Host Is Down

This determines if GOLDTeller will check to verify if the host is back online when the computer or server is down. You should not select this option. When GOLDTeller is offline, it checks every minute to see if the computer or server is back online. It seamlessly reconnects behind-the-scenes and switches to online teller processing.

Show Dialog Before And After Each Online Check

This determines if a dialog will display when going offline and online with the host. The dialog box simply shows that CIM GOLDTeller is back online or its offline. Being offline could mean the connection to the DB4 server is down or GOLDPoint Systems host computer is down.

Teller Trans Timeout Value (Seconds)

This determines the time (in seconds) before GOLDTeller will try to communicate with the host before completing the transaction offline.

Totals/Journals field group

See the following definitions for fields found in the Totals/Journals field group.

Default To Print Teller Journals At Final Logoff

This determines if a default option will be set up to print teller totals for the teller at final logoff.

Default To Print Teller Totals At Final Logoff

This determines if a default option will be set up to print teller totals for the teller at final logoff.

Default To Print Balance Sheet At Final Logoff

This determines if a default option will be set up to print a balance sheet for the teller at final logoff.

Disable Synchronize PC Teller Totals At Logon

This determines if the PC teller totals will be synchronized with the host teller totals at logon.

Disable Synchronize Totals At Final Logoff

This determines if the PC teller totals will be synchronized with the host teller totals at logoff.

Synchronize After Each Transaction

This will synchronize totals after each transaction. GOLDPoint Systems recommends that you only set this on the retirement distribution, transaction 1230.

Disable Synchronize Totals After Forwarding

This determines if PC teller totals will be synchronized after Journal Forwarding has been completed.

Be Able to Stop Synchronize After Forwarding

This allows the teller to stop synchronizing totals after Journal Forwarding is completed.

Use Alternate Journal Printer

When printing your journal report (from the Journal/Forwarding screen), the system defaults the printer from the System Configuration > Printer Defaults > . If you check this box, the system will use the printer designated in the Alternate Journal Printer field on the Printer Defaults screen.

Default Axiohm/Nexus Printer to Journal Roll

Check this box if you want the journal roll to print to the default (Axiohm or Nexus printer).

Totaling Fields Misc 1 - 3

These are the field names for the miscellaneous fields on the Balance Sheet. These fields can be used for unfit currency, Susan B. Anthony dollars, or other currency.

Number of Day to Keep Journals

This indicates the number of days to keep journal files. These records can be kept from 1 to 99 days. See Journal/Forwarding for more information.

Transaction Field Defaults field group

These fields enable you to determine defaults that can be used in GOLDTeller on all transactions of the type selected. If you want to use these defaults for individual transactions, set them up through the Transaction Design function.

There are five fields here.

The first field, Disable Use These as Defaults, tells the system to not use the following four fields.

The following four fields are used to default transaction fields to checkmark (yes).

Default Penalty to Yes

Default Passbook to Yes

Default Correction to Yes

Default Overdraft to Yes

For example, when transactions that have a penalty option are accessed, the Penalty box is automatically checked if the Default Penalty to Yes is checked on this screen.

Other Field Defaults

These fields work the same as the Transaction Field Defaults. Other Fields are fields that mean something different depending on the transaction accessed.

The Default Field 210-213 fields can be mapped to any CIM GOLD checkbox field. GOLDPoint Systems programmers will need to update the fields for you. You may need to use the Transaction Design screen to update whether or not the field is displayed on the transaction.

F-Keys field group

If you check these fields, the function of the F-keys on your keyboard change as indicated in the field labels.

See Display Keyboard Shortcuts for more information about keyboard shortcuts in CIM GOLDTeller.