Financial Services
XX.X WORK INSTRUCTION: ONESTOP QUICK
OPEN AND CLOSE
Responsible Position:
Manager - Financial Operations
Approved by:
Director Financial Services
Date of Effect:
June 2010
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Table of Contents
OVERVIEW ................................................................................................................................................. 2
PURPOSE ...................................................................................................................................................... 2
COVERAGE ................................................................................................................................................... 2
ONESTOP OPEN AND CLOSE ................................................................................................................. 2
TO OPEN ONESTOP ...................................................................................................................................... 2
TO START RECEIPTING ................................................................................................................................. 2
TO SWAP USERS OR LOG OFF WHEN ONESTOP NOT IN USE ......................................................................... 2
TO SHUT DOWN AT END-OF-DAY ................................................................................................................ 2
RELEVANT POLICY AND GUIDELINE DOCUMENTS ..................................................................... 3
OTHER RELATED DOCUMENTS........................................................................................................... 3
PROCEDURES AND GUIDES ........................................................................................................................... 3
FORMS ......................................................................................................................................................... 3
CONTACTS .................................................................................................................................................. 3
REVIEW ....................................................................................................................................................... 3
FINP 4.1 – Invoicing and Receivables PolicyFinancial Management Unit
July 16
Policies and Procedures Practice Manual
Page 1 of 3
Overview
Purpose
This Work Instruction provides quick instructions for logging into and out of OneStop
during the course of business
Coverage
This Work Instruction applies to all University Cashiers.
OneStop Open and Close
To Open OneStop
1. Log onto the terminal as normal.
2. Double-click on the Onestop icon (NOT the Onestop Training icon) to open
Onestop
3. When the User Log On window appears, enter your User ID and Password and
select OK (or hit Enter)
4. Ensure that a Green Triangle appears in the system tray in the bottom right
hand corner of the screen. This must be running for EFTPOS transactions to
work.
To Start Receipting
To start receipting go straight to the POS Register - either:


Select the Reg shortcut on the Toolbar OR
Select Receipts > POS Register from the menu
To Swap Users or Log Off when OneStop not in Use
Ensure that if the terminal is to be unattended, or if a new user is using it, that the old
user logs off and the new user logs on. The following describes the steps to be taken
for one user to log off, and for another to then log on:


User 1 logs off by selecting the User button on the taskbar and then the Log off
button that appears on the in the dialogue box
User 2 should then select then log in by selecting the User button on the task
bar, entering their login details and pressing OK.
To Shut Down at End-of-Day



Ensure that no transactions are pending and that no reports are running.
Close down by using the X button in the top right hand corner
Switch off the terminal as normal
FINP 4.1 – Invoicing and Receivables PolicyFinancial Management Unit
July 16
Policies and Procedures Practice Manual
Page 2 of 3
Relevant Policy and Guideline Documents
FINP 4.1 Invoicing and Receivables Policy
xx.x Cashiers Back Office Guidelines
xx.x Cashier and Revenue Collection Guidelines
Other Related Documents
Procedures and Guides
xx.x Work Instruction: OneStop Daily Tasks
xx.x Work Instruction: OneStop Quick Open and Close
xx.x Work Instruction: OneStop Enquiries
xx.x Work Instruction: OneStop New Transactions
OneStop Easy guide
Forms
New User Request
OneStop Product/Service Request Form
Contacts
The contact officer for this guideline is:
Manager - Financial Operations
Financial and Business Services
Review
This Work Instruction will be reviewed as required by changes to operations.
FINP 4.1 – Invoicing and Receivables PolicyFinancial Management Unit
July 16
Policies and Procedures Practice Manual
Page 3 of 3