- Ensure the system date/time is correct and in 24-hour format.
- ⚠️ Important Reminder
This guide was prepared as a reminder for the early stage of APT 2.0 rollout. - 🌅 Day Begin Process
👤 First Login
First log in using the SUP/SPM ID.
Advanced Postal Technology (APT 2.0)
Simplified Workflow for Head Office & Sub Office
Complete Day Begin, Counter Operation, Bag Management, Delivery & Day End Workflow
This guide provides a simplified workflow for operating APT 2.0 at HO/SO level.
It is intended to help Postmasters/SPMs, Postal Assistants and other concerned staff
understand the sequence of important daily operations.
🔐 Open APT 2.0 Employee Portal
📑 Quick Navigation
🧩 APT 2.0 Main Cards / Modules
The supplied guide identifies the following frequently used APT 2.0 modules
for operating a Post Office:
TREASURY
BOOKING
BAG MANAGEMENT
DELIVERY & POSTMAN
ACCOUNTS
INVENTORY
SERVICE DESK
MIS REPORTS
All works except Savings Bank are stated in the guide to be performed
through the APT 2.0 Employee Portal.
✅ Before Starting Work – Checklist
Before beginning the daily operations, ensure the following:
- Check the system date and time.
- Ensure the system date/time is correct and in 24-hour format.
- Check the Business Date.
⚠️ Important Reminder
This guide was prepared as a reminder for the early stage of APT 2.0 rollout.
Staff should understand which work is performed at which branch and by which
PA/APM/Supervisor so that the correct modules can be selected.
🌅 Day Begin Process
👤 First Login
First log in using the SUP/SPM ID.
Check Business Date
Perform Treasury Day Begin
TREASURY → TOOLS → Day Begin
The Business Date changes with Treasury Day Begin.
Start Delivery Shift
DELIVERY AND POSTMAN MANAGEMENT → Shift Begin
This step is applicable for the Mail Branch / Delivery POs.
Counter Allocation
BOOKING → COUNTER OPERATION → Counter Allocation
🟢 After Day Begin
Postal Assistants / Single Handed SPM can start work in the
respective modules step-by-step.
💳 Counter & Finacle Operations
1️⃣ Shift Begin at Booking
BOOKING → COUNTER OPERATION → Shift Begin → Submit
2️⃣ Cash Request from Treasurer
BOOKING → Counter Operation → Cash Request
→ Select Cash Request from Treasury → Submit
3️⃣ Treasurer Processes Cash Request
TREASURY → CASH AND CHEQUE → Cash Process
Select the counter cash request, click Process,
process the cash and submit.
4️⃣ Receive Cash from Treasurer
BOOKING → Counter Operation → Cash Request
→ Acknowledge Cash from Treasury → Receive Cash
5️⃣ Finacle HTM Operation
Open Finacle outside APT 2.0 and perform HTM with the same amount
received from the Treasurer.
HTM → ADD → CASH/CASH TRANSFER
DEBIT: Teller Cash Account
Check the account ID at HTCPIAE.
Enter the amount and then add the credit entry.
CREDIT: Vault Account
Vault Account is indicated in the guide as:
SOL ID + 0406
Submit the transaction and verify the Transaction ID in the
Supervisor ID at HTM.
and Booking article operations.
👜 Receiving & Opening Bags
📦 Account Bags for Single-Handed SO
Receive Bag
BAGGING → Bag Receive → Select Schedule ID
→ Scan Bag ID → Select → Receive
📂 Opening Account Bag
ACCOUNTS → Slips and Bags → Open Account Bag
→ View → Confirm and Open
💵 If Cash is Received from HO
TREASURY → Cash/Cheque → Cash Acknowledge
🚚 Delivery PO Bags
For Delivery POs, bags are opened by the Mail PA in the
BAGGING module and handed over to the Delivery PA
for necessary invoicing in the
POSTMAN AND DELIVERY MANAGEMENT module.
🚚 Invoicing & Delivery of Accountable Articles and eMO
1️⃣ Print eMO
Postman and Delivery Management
→ eMO View and Print → Select → Print/Redirect
2️⃣ Invoice Article to Postman
Postman and Delivery Management
→ Delivery Operations → Invoice
→ Postman/BO → Accountable Article/eMO
→ Scan → Save → Print Delivery Slip
3️⃣ Cash to Postman
Postman and Delivery Management
→ Delivery Operations
→ Supervisor Operations → Cash to Postman → Submit
Treasury Cash Processing:
TREASURY → CASH/CHQ → Cash Process
→ Select Postman Name → Process → Enter Denomination → Process
4️⃣ Take Return
Operations → Take Return
→ Postman → Accountable Article/eMO
→ Fetch → Confirm Remark
5️⃣ Submit Postman Accounts
Postman and Delivery Management
→ Delivery Operations → Submit Accounts
🌙 Day End Process
Check Wallet Balance
Note Finacle Cash
Note the Total Receipts and
Total Payments from Finacle.
Enter Finacle Cash in Booking Solution
PA / Single Handed SPM ID
→ COUNTER OPERATION
→ MISCELLANEOUS TRANSACTIONS
→ ACCOUNTING
Select WALLET Adjustment-Receipt and enter
the Total Receipt of Finacle.
The guide states that the receipt side is entered as positive.
WALLET Adjustment-Payment
Enter the Total Payment of Finacle.
The payment side is also entered as positive.
Transfer Counter Cash to Treasury
BOOKING → Counter Operations → Cash Transfer
→ Select Cash Transfer to Treasury
→ Enter Amount → Submit
Receive Cash at Treasury
TREASURY → Cash/Chq → Cash Process → Receive Cash
📊 Account Submission by Operator
Booking Solution → Counter Operation
→ Common Account Submission
→ Generate Accounts → Check Status
→ Fetch → Submit
The Supervisor verifies the account, after which the PA can
end the Booking Solution shift.
🏦 Finacle Cash Transfer & EOD
Check Cash in Hand
Finacle → HTCPAIE → Check Cash in Hand
2
Perform HTM Cash Transfer
HTM → ADD → Cash/Cash Transfer
DEBIT: Vault Account
(SOL + 0406)
Enter amount.
Then select CREDIT → Teller Account
and enter the amount.
Submit the transaction.
3
Verify Transaction
Note the Transaction ID and verify it from the
Supervisor ID at HTM.
4
Perform HISCOD
Perform HISCOD and wait for confirmation from CBS CPC.
5
Fetch CBS Data
TREASURY → TOOLS → CBS DATA FETCH
After confirmation of HSCOD from CBS CPC, CBS data is
fetched at the SPM/SUP/Single Handed SPM ID.
The guide states that the data will be fetched at
TCB and DTR.
6
Generate Reports
TREASURY → REPORTS
Generate reports such as DTR and
TCB.
📦 Closing & Despatch of Account Bags to HO
👜 Before Closing Bags
Prepare the bags manually, including both the
Account Bag and Cash Bag.
💰 1. Remittance of Cash to HO
TREASURY → CASH and CHQ → Cash Remittance
👜 2. Close Cash Bag
TREASURY → Cash/CHQ → CLOSE CASH BAG → CLOSE
📑 3. Close Account Bag
ACCOUNTS → Slips and Bags
→ Close Account Bags
Enter all documents, click Close Bag
and print the Bag Level.
🚚 4. Despatch Account Bags to HO
BAG Management → Bag Despatch
→ Select Schedule ID
→ Scan Bag Level → Select → Despatch
→ Print Mail List
Generate DTR and TCB, match them, and perform
Treasury Day End at the Supervisor ID.
TREASURY → TOOLS → DAY END
🏢 Sub Account Operations
🏤 Sub Accounts PA at HO
Generate SO slips in the morning and close the bag to SOs.
Open Account Bags received from SOs.
Verify the Daily Accounts of SO with Balance Confirmation.
Maintain ECB of HO.
Maintain ERROR for documents relating to SOs.
🏣 Sub Accounts PA/SPM of NDTSO / SOs Having BOs
Generate BO slips in the morning and close BO Bag to BOs
with all articles/eMO/Cash.
Close Account Bag to HO.
Open Accounts Bag received from HO.
Open BO Bags.
Verify the Daily Accounts of BOs.
Maintain ECB of SO.
Maintain ERROR for documents relating to BOs.
⚡ Quick Reference – APT 2.0 Daily Flow
| Stage | Main Activity | Primary Module |
|---|---|---|
| 🌅 Day Begin | Business Date, Treasury Day Begin | Treasury |
| 💳 Counter Start | Counter Allocation / Shift Begin | Booking |
| 💰 Cash | Cash Request & Cash Processing | Booking / Treasury |
| 📦 Bagging | Receive / Open Bags | Bag Management / Accounts |
| 🚚 Delivery | eMO, Invoicing, Cash to Postman | Postman & Delivery |
| 📊 Accounts | Account Generation & Submission | Booking / Accounts |
| 🌙 Day End | Wallet Adjustment & Cash Transfer | Booking / Treasury |
| 🏦 Finacle EOD | Cash Transfer, HISCOD, CBS Data Fetch | Finacle / Treasury |
| 📮 Final Despatch | Close & Despatch Account Bags | Accounts / Bag Management |
⚠️ Important Operational Notes
1. Check Date & Business Date
Always check the system date/time and Business Date before
starting the day’s operations.
2. Follow the Correct Module
The workflow requires switching to the appropriate APT 2.0
module depending upon the work being performed.
3. Verify Transactions
Where the guide specifies Supervisor verification,
ensure the relevant Transaction ID/account is verified
before proceeding.
4. End-of-Day Reconciliation
Wallet balance, Finacle receipts/payments, cash transfer,
DTR and TCB should be handled as prescribed in the workflow.
