- Access to cash is limited to those formally authorized to participate in the cash handling process.
Auditors and other outside personnel must have written management authorization to access cash.
- Cash is at all times kept in a safeguarded location.
When cash is out of the immediate control of a cashier, it should be kept under lock and key.
- Cash operations must be subject to daily supervisory review.
- All cash must be completely and accurately recorded in the financial records.
- Cash handling functions are performed by more than one individual, so that one person alone does not handle cash before it has been
accounted for.
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Mail Receipts
Two persons should open the mail and prepare the log of cash receipts (example at link). One person opens the mail and restrictively
endorses all checks; the second person prepares a log (initialed by both) of the checks received, and prepares the bank deposit. A third (supervisory)
person reconciles the log to the amounts of the deposit and later to the bank statement and Budget Activity Report (BAR).
Cash and checks collected in the office, over the counters (cashiers), or in the field
These are documented by the issuance of sequentially pre-numbered official receipts or through cash registers or automated cashiering systems. For
these funds as well, the amounts of the daily deposit are reconciled to the bank statement and BAR.
Each cashier has his/her own locking drawer assigned, and funds are accounted for / balanced out before and after each shift or day.
Any shortages or overages are carefully investigated and corrected on a daily basis, and any voids or adjustments of cash receipts transactions must
be reviewed and approved by supervisor.
Timeline for deposit
For all funds received, State regulations require that departments deposit cash/checks by the end of the next business day unless the
cumulative collected amount is less than $500.00. Accumulations of cash/checks under $500.00 must be deposited at least weekly.
Additional Resources
Below are links to both the UW and State of Washington Cash Handling procedures:
UW: www.washington.edu/admin/finmgmt/sfs/cash/cashhandling.html
State: www.ofm.wa.gov/resources/internal_control/ICAct.htm
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