9.2 Add a New Cashier and Assign to a Valid Tender

Purpose: Use this document as a reference for adding valid cashiers and tender types in ctcLink.

Audience: Student Financials supervisor.

Add a New Cashier and Assign to a Valid Tender

Before opening a cashiering office and register with a cashier, the cashier and tender keys must be added. You MUST have the role ZZ SACR SF Cashiering Config assigned in the CS Pillar to access the Valid Cashiers page.

Adding a Valid Cashier

Navigation:  Navigator > Setup SACR > Product Related  > Student Financials > Cashiering > Valid Cashiers

  1. The Valid Cashiers search page displays.
  2. Select the Add a New Value tab.
  3. Enter Business Unit.
  4. Enter Cashier's Office.
  5. Enter Cashier.
  6. Select Add.
Valid Cashiers Add a New Value tab
  1. The Valid Cashiers page displays.
  2. Check the Supervisor checkbox if the user will be a cashiering supervisor.  If the user will not be a supervisor, enter the Supervisor Operater ID.  
  3. Check all Print Receipt Automatically checkboxes.
  4. Enter the Valid Cash Registers this cashier will have access to use.
  5. Select Save.
  6. To remove a cashier, follow the same navigation and steps but select the Delete Cashier button, then select Save.
Valid Cashiers page
  1. Section complete.

Adding Tender Keys

Navigation: NavBar > Navigator > Setup SACR > Product Related > Student Financials > Cashiering > Tender Keys

Note: You MUST have the role ZZ SF Head Cashier assigned in the CS Pillar to access the Tender Keys page.

  1. The Tender Keys search page displays.
  2. Enter Business Unit.
  3. Select Search.
  4. Select the Tender Key the cashiers should have access to.
Tender Keys search page
  1. The Tender Key tab displays.
  2. Select the Tender Key Valid Cashiers tab to add the cashier to this valid Tender.
Tender Key tab
  1. The Tender Key Valid Cashiers tab displays.
  2. Select the Add a New Row [+] icon to add a cashier.
  3. Enter the Cashier ID.
  4. Select the Add a New Row [+] icon
    1. Add cashier empl ID number in the Cashier field.
    2. Select both the "In Allowed" and "Out Allowed" boxes.
    3. Repeat these steps until all cashiers have been added.
  5. Select Save.
  6. Select Return to Search and choose any other tenders cashiers should have access to and repeat the above steps.
Tender Key Valid Cashiers tab
  1. Section complete.

Add a Cashier to an Open Cashiering Office

Navigation:  NavBar > Navigator > Student Financials > Cashiering > Cash Management > Open Offices

Note: You MUST have the role ZZ SF Head Cashier assigned in the CS Pillar to access the Open Offices page. Also, here is QRG for Opening a Cashier's Office

  1. The Open Cashier Offices search page displays.
  2. Enter Business Unit.
  3. Enter Cashier's Office.
  4. Select Search.
Open Cashier Offices
  1. The Open Cashier Offices tab displays.
  2. Select the Open Cashiers tab.
Open Cashier Offices tab
  1. The Open Cashiers tab displays.
  2. Select the Add a New Row [+] icon on the right side of the Cashiers section.
  3. Enter Cashier ID.
  4. Enter  Register.
  5. Select the Open checkbox.
  6. Assign Tender Keys to the cashier. Select the Add a New Row [+] icon on the right side of the Tender Details section to add additional rows.
  7. Select Save.
Open Cashiers tab
  1. Process complete.

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