After all tellers have exited their drawers for the day, each office is required to review the Teller Capture Balance Report prior to departure. 

To run the report, do the following:

1. In Xperience > Products > Teller > Teller Menus 
   1. Choose Teller Capture Balance Report. OR
   2. CCB Teller Item Capture > Teller Capture Balance Report.
      • If you do not see the report in the menu, type Teller Capture Balance Report in the search field.
        
2. In the Detail Level field, enter 2 to search your branch.
3. Use the (V)iew/(P)rint Report drop-down menu to choose P-Print.
4. Click OK.
   
5. Use the Submit to Batch drop-down menu to choose Y - Yes.
   
6. Enter today's date.
   1. On Monday, first processing day of week, include Saturday date.
      
7. Click OK.
8. Click OK again to continue.
   
9. Click Print to send the report to the Reporting Dashboard.
10. Ensure all transactions have been sent by verifying all Credit and Debit Totals match.
    
11. Review to determine the # of Unsent Items.
    1. If the totals do not match, or you have Unsent Items, the teller must exit the drawer to send any outstanding transactions.
       1. See Teller Drawer Reset in the event a teller is no longer present and did not exit/log off their drawer properly.
       2. Run the report again to ensure proper balancing.
12. Print and retain a copy of the report with the associate's first initial, last name and the date documented.
    • Retain report with daily scanned teller work.