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Cash Handling Procedures Template - pvamu 2026

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The document outlines the cash handling procedures for a university department, emphasizing compliance with laws and regulations regarding the collection and safeguarding of funds. It details the responsibilities of authorized employees, types of payments accepted, verification and depositing processes, and safeguarding measures for collected funds. The procedures also include guidelines for issuing receipts, handling sales tax, and conducting annual reviews of the cash handling practices.

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Click ‘Get Form’ to open the Cash Handling Procedures Template in the editor.
Begin by filling in your department name in the designated fields. This ensures that all procedures are tailored specifically to your department's cash handling practices.
In Section 1, describe the types of funds your department collects, such as registration fees or sales. Be specific about the events or activities associated with these collections.
List authorized employees in Section 2, ensuring you include their titles and training dates. This is crucial for compliance and accountability.
Proceed to Section 3 and detail the types of payments accepted. Make sure to include any necessary procedures for handling cash and credit card transactions.
Continue through each section, providing detailed information as required. Use our platform’s features to easily modify text, add signatures, or insert additional notes where necessary.

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2016	4 Satisfied (45 Votes)
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How to write a cash handling policy?

A cash handling policy has four main goals: Security: Protects funds from theft and fraud. Accuracy: Reduces errors and discrepancies in cash management. Compliance: Ensures the business adheres to tax and financial regulations. Accountability: Defines clear responsibilities for cash handlers and processes.

What are the rules for cash handling?

Cash should be placed into the cash drawer after the transaction is completed. Each transaction should be completed one at a time. The numerical amount on the check should be always verified against the written amount. All payments made by check are required to be made out for the exact amount due.

What are the five steps of the cash handling process?

Basic Cash Control: Principles Practices Step 1: Accept Cash and Endorse Check. Step 2: Prepare Deposit. Step 3: Deposit Cash | Control Tasks. Step 4: Reconcile Deposits | Control Tasks. Step 5: Report Losses.

What is an example of cash handling?

Cash handling policy example. Purpose: To keep cash safe and maintain proper control and recordkeeping of all cash transactions within the business. Staff should count their drawers at the start and end of their shifts, fill out a count sheet, and sign it.

What is the procedure for handling cash?

Use a strong cash box and if possible have two workers present when manually collecting cash from registers one can act as a lookout. Move cash from a register during low risk times. Count cash in a secure roomtry to locate the main cash handling area as far as possible from public areas.

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