My Dashboard

My Dashboard gives the individual teller a personal performance view - transactions processed today, deposit and withdrawal volumes handled, current till position and any outstanding items needing attention. It helps tellers self-monitor their counter activity through the day.

My Dashboard
My Dashboard — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Savings > Teller > My Dashboard.
  2. Review your transaction counts and value totals for the day.
  3. Check your current till balance against the expected position.
  4. Action any pending items (e.g. unconfirmed cheques) shown.
  5. Use it as a self-check before closing your till at end of day.

Notes & rules

  • Personalised summary scoped to the logged-in teller.
  • Aggregates the teller's postings and current till state.
  • Read-only; drill into Quick Teller or My Till to act.
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