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Supervisor Audit

Rev. 10.25.2024

Before you begin the audit process, please ensure the teller is signed on using the core system and not a favorites tab. 

The Auditor Job Function Code must be a 4 or higher to complete the Supervisory Audit. If Supervisor Audit is not available or the Auditing Associate without the Job Function requirement will refer to the Manual Supervisor Cash Count Audit.

This is extremely important to ensure the audit information pulls correctly to the Audit Inquiry Report Screen. You may be required to ask the teller to completely close out of Teller Processing and go back in by doing the following:

  • In Xperience > Products > Teller > Teller Processing

 

Example

In the example below, Brenda Sunday is the Teller and Tina Fauble is the Auditor. Brenda has already signed on to a test drawer. 

  1. From the Transaction Processing Screen, click Count.

     
  2. Click Supervisor Audit.

     
  3. The system requires the auditor's credentials.

     
  4. Count the loose currency and coin.  
    1. Once you have finished entering these compartments, click Next Compartment to advance to the next screen.  
    2. Note: If you click OK, in error, you can click Back and your counted totals are kept.

       
  5. Count the Strapped currency and rolled coin.
    1. Once you have finished entering these compartments, click Next Compartment to advance to the next screen.

       
  6. Count the Mutilated/Unfit currency.
    1. Once complete, click OK.

       
  7. In the Audit Comments field, enter the type of audit you are completing.
    1. Surprise – Quarterly
    2. Surprise – Semi Annually
    3. Other – type reason
    4. Transfer
    5. Separation -Termination
    6. Full Office 
  8. Once the audit is complete click Complete Audit.

     
  9. The teller is required to sign back into the drawer.
  10. After teller signs back in, if out of balance, the associate must accept the outage and the appropriate virtual over/short general ledger tickets are created.  
    • Note:  The outage will not be in the cash in or cash out totals. 
      The Audit form should print automatically to the default printer setup in printer settings.
  11. To complete the supervisory audit, continue to the Supervisor Audit Inquiry Instructions.

     
 
 

Supervisor Audit Inquiry Instructions

You must confirm that your audit has populated in the Supervisor Audit Inquiry screen. To confirm, do the following:

  1. In Xperience > Products > Teller > Teller Menus
  2. Select an Office (Branch).
  3. Choose CCB Inquiry Menu > Supervisor Audit Inquiry.
  4. Once you have verified the audit is showing, if your audit did not automatically print, reach out to the Help Desk and verify your printer settings. 
    • IF YOU DO NOT SEE THE AUDIT HERE, THEN THE AUDIT WAS NOT RECORDED AND WILL NOT BE COUNTED AS AN AUDIT.
    • If your audit form did not automatically print, you can print by highlighting your audit and clicking on Print.   
  5.  Send all completed audits to the ICS member for further completion. 
  6. Place the original audit in the audit notebook.
     
 
 

 

 

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