CashierSUPR - Arizona State University
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PeopleSoft Cashiering Training
Today we are going to cover the Supervisor/Manager functionalities in the new PS Cashiering System. Some of the items we will cover briefly because we are assuming you have taken the following online training classes (if not please take in the next day or two):
OASIS: FERPA Refresher
OASIS: General Navigation in PeopleSoft
OASIS: Advisors: Intro to PeopleSoft – View Student Data*
To enroll, log into the Blackboard system and click on the “Courses” tab. Next, type OASIS in the Course Search box and click the “GO!” button. Finally, locate the courses listed above and begin your journey through the OASIS system.
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Agenda
• Navigating to the Cashiering functionalities
• Opening a Cashier Office and Assigning Tenders and Cashiers to Registers
• Voiding Receipts
• Closing a Cashier Office
• Questions
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Enter User ID and Password
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Click Sign In
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Select the Student Financials link
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The Base Navigation Page page appears
Select the Cashiering link
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Select the Cash Management link
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Select the Open Offices link
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The Open Offices page appears
Click on Search or enter the Cashier's Office name directly
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Click on Search
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Click the Open Cashier Office button
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Select the Open Registers tab
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Select Register link
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Select DC01 link
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Select the Tender Key link
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Select the Cash link (will only show the Tender Keys you are granted access to)
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Select the[pic] button to add a new row
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Enter Check
Select the[pic] button to add a new row
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Enter CreditCard
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Select the Open check box
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Select the Open Cashiers tab
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Select the CASHIER link
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Select the CASHIER you are assigning
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Select the REGISTER link
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Assign Cash Register to Cashier (will only show Registers available to be assigned to that Cashier)
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Select the Tender Key link
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Select Cash (will only show Tenders available based on setup done on the Open Register tab)
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Enter Deposit ID for your cashiering location
• 111111 – Tempe Cashier
• 111222 – West Cashier
• 111250 – Polytech Cashier
• 117000 – Downtown Cashier
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Enter Opening Balance for Cash by teller
Select the[pic] button to add a new row
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Enter Check and Deposit ID
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Select the[pic] button to add a new row
Enter CREDITCARD and Deposit ID (this will be last 4 digits of merchant account)
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Select the Open check box
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Click the Save button
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We are now going to show you how to void a receipt
Select the Void Receipts - Cashier link (Managers will select the Void Receipts - All link)
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The Void Receipts - Cashier page appears
Click on Search or Enter the Cashier's Office name
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Click on Search
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A listing of all Receipts will be displayed
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Click the Void button beside the receipt you want to void
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Select the Void Reason Code link to get a listing of the codes
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Click the appropriate Void Reason link
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Click OK button
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After you have Voided a receipt it will take you back to this screen so you can reenter the receipt correctly if necessary. For example, if the error was Method of Payment then you want to reenter the receipt with the correct Method of Payment.
If a new receipt is not needed then you can navigate to your next task.
We are now going to show you how to close out an office. The office must be closed in order for the accounting interface to run. If the office is not closed, we have asked that the manager at Tempe and the respective office be emailed so that action can be taken immediately.
Select the Close Offices link
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The Close Offices page appears
Select the Close check box
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Select the Close Cashier tab
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Enter the Closing Balance for each tender using the Teller’s End of Day Balancing reports
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Enter the Cash amount and it will calculate the Over/Short Amt
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Enter the Check Payment amount and it will calculate the Over/Short Amt
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We are now going to change the Cash amount so you can see it calculate the Over/Short Amt
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We will enter the Cash as $1,010.00 and hit enter
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It is now showing cash short $1.00
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Select the Close Offices tab
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Click the Close button
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Click the Save button
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