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Hemet Unified School District Fiscal Services Petty Cash Request Instructions Petty cash is to be used for purchases of items less than $50 that are needed immediately and are not available for purchase

How to fill out petty cash request instructions

How to fill out petty cash request instructions

1. Gather the necessary forms and documents required for the petty cash request, such as a request form, receipt template, and any supporting documentation.
2. Fill out the petty cash request form, providing details such as the date, amount requested, purpose of the request, and any necessary account codes.
3. Attach the supporting documentation, such as receipts or invoices, to the request form.
4. Submit the completed petty cash request form along with the supporting documentation to the designated person or department responsible for processing petty cash requests.
5. Wait for the petty cash request to be reviewed and approved.
6. If approved, collect the requested amount of cash from the designated petty cash custodian.
7. Use the cash for authorized business expenses and make sure to obtain valid receipts for all expenses.
8. When the petty cash is depleted or at the end of a specified time period, reconcile the petty cash fund by submitting a reconciliation form along with the remaining cash and valid receipts.
9. The petty cash custodian will review the reconciliation form and provide reimbursement for valid expenses, while also replenishing the petty cash fund if necessary.
10. Keep a record of all petty cash transactions for future reference and auditing purposes.

Who needs petty cash request instructions?

1. Employees who need to request cash for small business expenses
2. Financial or accounting personnel responsible for processing and approving petty cash requests
3. Petty cash custodians who oversee the distribution and replenishment of petty cash

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What is petty cash request instructions?

Petty cash request instructions are guidelines provided to employees on how to properly request access to a small amount of cash set aside for minor expenses.

Who is required to file petty cash request instructions?

Typically, employees who need to access petty cash for business-related expenses are required to file petty cash request instructions.

How to fill out petty cash request instructions?

To fill out petty cash request instructions, employees should provide their name, department, the amount requested, the purpose of the request, and any supporting documentation.

What is the purpose of petty cash request instructions?

The purpose of petty cash request instructions is to ensure that small cash disbursements are made in a controlled manner and to maintain accurate records for accounting purposes.

What information must be reported on petty cash request instructions?

The information that must be reported includes the employee's name, department, the date of the request, the amount being requested, the reason for the request, and any receipts or documentation.