Quick Steps: Get Certified as a Petty Cash Custodian

Who does this?  Stanford employees

When?  Before assuming responsibility for a petty cash fund

How?  By completing Petty Cash training and passing associated certification tests

 

Get Certified as a Petty Cash Custodian (3 steps)

step 1

Review the Petty Cash Tutorial [link].

step 2

Complete and submit Petty Cash Online Quiz [link].

Note 1:  You will be contacted to review your test results.
Note 2:  You must miss no more than 4 questions on the quiz to pass.
step 3

Get access to iOU Petty Cash module:

  1. Complete FIN-0460: iOU Reimbursements and Advancestraining, and pass the online test component in order to get access to iOU.
  2. Complete FIN-0464: iOU Petty Cash training.
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What happens next?

  • Following certification, the Disbursements Department Office will:
    • issue a check for the amount of the new petty cash fund to the designated custodian. See Quick Steps: Receive Initial Petty Cash Funds [link].
    • grant the Petty Cash Custodian access to the iOU Petty Cash module.
  • The custodian remains accountable for the petty cash until fund closes or a new custodian is designated. See Overview: Administering a Petty Cash Fund.
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