Teller Module Enhancment

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  • Mifos X currently has a basic teller module that is awkward for the end user and limited by basic.  Given that the current accounting and general ledger system is not made for a real teller service, we will implement all enhancements and additional requirement in the new Mifos framework, allowing more flexibility than we experience today.
  • The goal of this document is to clearly define required system enhancements.

Background and strategic fit

More and more Mifos users are implementing and supporting complex organizations.  A complex organization must have clear cash management systems in place to ensure proper audits, internal controls and quality customer service.


  • Assume that every organization uses cash in their operation.
  • Assume that every organization must reconcile cash.
  • Assume that every organization must be able to audit cash.


#TitleUser StoryImportanceNotes
1Create TellersNeed page to create tellers (cashiers) and assign permissionsmust have
2general ledger postingTellers must have the ability to post transactions from a general ledger to a customer account and vice versa

must have

3post transactionstellers must be able to post savings, loans and gl transactions.must have
4Transfertellers must have the ability to transfer funds from one account to another in a single transactionsmust have
5Daily ReportAt any time during the day, a teller should be able to pull a reporting with options for cash totals, transaction lists, transfersmust haveSee

User interaction and design


Below is a list of questions to be addressed as a result of this requirements document:


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