Closing The Cashier Office

Label	Description

Label	Description
Business Process	Cashiering
Module	Student Financials
Prerequisites	All Cashiers’ actual tender amounts should balance with PeopleSoft’s reported tender amounts.
Description	This Job Aid illustrates how to close and open Cashier Office.

Instructions:

Step	Action

Step	Action
1.	Click on [ ] then [ ] and navigate to Student Financials -> Cashiering -> Cash Management -> Close Offices…

Step	Action

Step	Action
2.	Verify that the “Business Unit” field = “SDCCD”. Click the “Search” button [ ] to display a list of Cashier’s Offices. Click the Cashier’s Office to be closed (e.g. “CITY1”).

Step	Action

Step	Action
3.	Click the “Close Registers” page (tab). In the “Registers” section, you can see the number of Registers that are open by looking at the top right corner of the section. In the sample screenshot below, there are two Registers open. Register CI101 is being displayed.

Step	Action

Step

Action

4A.

If there is more than one Register open, there are two ways to see the Registers.

Method 1 => Display one page at a time: Click the forward arrow [

] in the “Registers” section to see the next Register. The Registers will be displayed one at a time as you click the forward arrow [

]. To go backwards, click the back button [

]. In the following two sample screenshots, Registers CI101 and CI102, would be displayed one at a time.

Step	Action

Step

Action

4B.

Method 2 => Click the “View All” button [

] in the “Registers” section to display all Registers at once.

NOTE: Once you click the “View All” button, it will change to “View 1” [

]. Click “View 1” to return to viewing the Registers one at a time.

In the screenshot sample below, Registers CI101 and CI102 are being displayed at the same time.

Step	Action

Step	Action
5.	Click the “Close” Box [ ] for all the Registers to be closed so that a check mark appears in the box [ ]

Result of Step 5

Result of Step 5
In the sample screenshot below, Registers CI101 and CI102 will be closed.

Step	Action

Step	Action
6.	Click the “Close Cashier” page (tab) [ ]. In the sample screenshot below, there are two Cashiers. Navigation through this section is the same as the method that was used to navigate through the “Registers” section. You can view the Cashiers one by one or they can be displayed all at once.