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On this page
  • Access and Navigation
  • Add a Cashier
  • Edit a Cashier
  • Delete a Cashier

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  1. Product Guide: K12
  2. Administrator
  3. Planning
  4. Finance Setup

Cashier Settings

Last updated: January 2025

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Last updated 2 months ago

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This feature enables you to designate a specific user to take on the role of a cashier.

Access and Navigation

To access this module, go to Planning > Finance Setup > Cashier Settings

If you cannot view the link from the list, check the privilege assigned to your account or role.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen

Add a Cashier

  • Click the + New button

  • Fill out the required information

    • Cashier Name - Select a name from the dropdown. Only users with the 'Cashier' role will appear in the list.

    • Identifier - Use this field to input the cashier's code or specific assignment details you can place the cashier code or assignment

  • Click Add cashier entry once done

Edit a Cashier

Click the Pencil button next to the cashier's name. You can only modify the identifier content as needed. Click Update once complete.

Delete a Cashier

Click the Trash bin icon next to the cashier, and then a pop-up window will show up to confirm your intended action. Once decided, select Yes, Delete otherwise click on No.

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