Add/Update a Cashier Configuration
Purpose: Use this document as a reference for adding valid cashiers and tender types in ctcLink.
Audience: Student Financials supervisor.
You must have at least one of these local college managed security roles:
- ZC SACR SF Cashiering Config
- ZZ SACR SF Cashiering Config
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
If your college has a:
- New employee who will be a cashier
- Need to update a cashier access
- Or need to remove access to a current cashier...
please refer to the steps below.
For new cashiers, remember to set appropriate security. Each step must be completed for new cashiers.
Navigation: Setup SACR > Product Related > Student Financials > Cashiering > Valid Cashiers
- The Valid Cashiers search page displays.
- To find/update an existing cashier, on the Find an Existing Value tab, enter the EMPLD ID in the Cashier field and select the Search button.
- To add a new cashier, select the Add a New Value tab to add a new Cashier.
- Enter the Business Unit.
- Enter the Cashier's Office.
- Enter the Cashier EMPLID.
- Select the Add button and the Valid Cashiers page displays.
- Select the Supervisor checkbox if the user will be a cashiering supervisor. If the user will not be a supervisor, enter the Supervisor Operator ID.
- Select the Department Only Cashier if the user will only be processing Department Receipt payments.
- If you want receipts to be printed after payment processing, in the Print Receipt Automatically section, select the:
- Student Payment checkbox.
- Corporate Payment checkbox.
- Department Receipt checkbox.
- In the Valid Cash Registers section, enter the Register(s) this cashier will have access to use in this Cashier Office. You can add multiple registers by selecting the Add a New Row [+] button and entering additional registers.
- Select the Save button.
- Section complete.
- To remove a register from the cashier, select the Remove a Row [-] button.
- To delete a cashier, select the Delete Cashier button on the top right corner of the page.
After the cashiers are assigned to the new office, contact your college Security Administrators to assign cashiers Student Financials Row Level Security and to run the Set Security Process. This will allow the cashiers to see the new office in their drop-down list.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to Create/Update Cashier. This link will open in a new tab/window.
You must have at least one of these local college managed security roles:
- ZC SACR SF Cashiering Config
- ZZ SACR SF Cashiering Config
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: Setup SACR > Product Related > Student Financials > Cashiering > Tender Keys
- The Tender Keys search page displays.
- Enter the Business Unit and select Search.
- Select the Tender Key link that the cashier should have access to and the Tender Key tab displays.
- Select the Tender Key Valid Cashiers tab and the Tender Key Valid Cashiers tab displays.
- In the Tender Cashiers section, if this is not a new Tender Key, select the Add a New Row [+] button to add a new Effective Dated row.
- In the Cashier Details section:
- To assign a cashier to a tender, in the Cashier Details section, select the Add a New Row [+] button.
- Enter the EMPLID in the Cashier field.
- Select the In Allowed and Out Allowed checkboxes.
- To remove a cashier from a tender, in the Cashier Details section, select the Remove a Row [-] button on the appropriate row.
- To assign a cashier to a tender, in the Cashier Details section, select the Add a New Row [+] button.
- Select the Save button.
- Select the Return to Search button and select any other tenders that the cashier(s) should/not have access to and repeat the steps above.
- Section complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to Assign/Update Tender Key Valid Cashiers. This link will open in a new tab/window.
You must have at least one of these local college managed security roles:
- ZZ SF Head Cashier
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
To add a new cashier, you can only add the cashier to an Open Cashier's Office. Please refer to the Opening a Cashier's Office QRG.
Navigation: Student Financials > Cashiering > Cash Management > Open Offices
- The Open Cashier Offices search page displays.
- Enter Business Unit and select the Search button.
- Select the appropriate Cashier's Office link and the Open Cashier Offices tab displays.
- Select the Open Cashiers tab and the Open Cashiers tab displays.
- In the Cashiers section, select the Add a New Row [+] button.
- Enter or search for the Cashier EMPLID.
- Enter or search for the Register.
- In the Tender Details section, enter or search for the Tender Key.
- Select the Add a New Row [+] button to add additional Tender Key(s).
- Select the Open checkbox in the Cashiers section.
- Select the Save button.
- Process complete.
If "No matching values were found" for the cashier, ensure that the Open Registers tab has the appropriate register opened that the cashier has been assigned to in SACR.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to Add a Cashier to a Cashier Office. This link will open in a new tab/window.
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