Process financial transactions

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CUEFOH07B, 'Process financial transactions'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Process financial transactions' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



1. Process payments and receipts

1.1. Receive and accurately check cash float using correct documentation where appropriate

1.2. Make up float to meet estimated selling requirements and maintain to ensure adequate cash change is available to customers

1.3. Check cash payments received, give correct change and record sale as required

1.4. Process and record non-cash transactions in accordance with organisational and financial institution procedures

1.5. Prepare and issue accurate receipts, including all relevant tax details when required

1.6. Use appropriate point of sale software, as required, to conduct transactions

1.7. Conduct all transactions to meet organisational standards for speed and customer service

2. Reconcile takings

2.1. Balance all takings at the designated times in accordance with organisational policy

2.2. Determine point of sale reading or print out, where appropriate or manually calculate sales

2.3. Separate cash float from takings prior to balancing and secure both in accordance with organisational procedures.

2.4. Count and calculate cash and non-cash payments accurately

2.5. Balance the takings against the point of sale equipment readout or manually calculate sales and determine any discrepancies

2.6. Investigate or report any discrepancies in the reconciliation, according to individual level of responsibility

2.7. Record takings in accordance with organisational procedures

2.8. Transport and present payments and float to relevant personnel in accordance with organisational security procedures

Qualifications and Skillsets

CUEFOH07B appears in the following qualifications:

  • CUE30303 - Certificate III in Venues and Events (Customer Service)
  • CUE30203 - Certificate III in Live Production, Theatre and Events (Technical Operations)
  • CUE20103 - Certificate II in Live Production, Theatre and Events