Conduct 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 TLIQ107D, 'Conduct financial transactions'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Conduct 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

Elements and Performance Criteria


Performance Criteria


Operate point of sale equipment


Point of sale equipment is operated and maintained in line with manufacturers specifications and workplace procedures


Procedure for opening the sales equipment or register is followed


Adequate change is maintained for use in transactions


Sales equipment/register is closed off in accordance with workplace cash security procedures


Transact sale


Amount owing is calculated and customer advised


In the case of cash transactions, amount tendered is checked and the correct change is calculated and given


Clear register


Sales equipment/register is cleared and cash is transferred at required times in accordance with workplace policy


Cheques, credit and other non-cash transactions are handled in accordance with workplace policy and procedures


Due security is maintained when handling cash in accordance with workplace security procedures


Maintain sales documents


Records are completed for all transactions including 'refunds' and 'no sales'


Adequate supplies of dockets, vouchers and point of sale documents are maintained


Debtor transactions are processed in line with workplace procedures

Qualifications and Skillsets

TLIQ107D appears in the following qualifications:

  • AVI20208 - Certificate II in Aviation (Flight Operations)
  • AVI20408 - Certificate II in Aviation (Ground Operations and Service)