Creating a Petty Cash Request
Step-by-step instructions for creating a petty cash request online.
Step 1: Prerequisites
Before you begin any transaction on Sinai Central, you should make sure that you have all the necessary information to conduct your business. In this case, you will want on hand or have prior knowledge about:
- the fund number(s) and object code(s) that you will charge the Petty Cash Request to
- receipts justifying the request (as needed)
Step 2: Login
Login to Sinai Central. You can do this from http://www.mssm.edu/finance. Take a look at this document if you are having issues with your login.
Step 3: Navigation
From the left menu bar, select Finance>Transactions>New>Petty Cash Request
Step 4: Filling out the form
The Petty Cash Request window will display. Enter the details.
- All transactions are assigned a transaction number automatically. Note the prefix PV. This can be helpful for doing a search for the request later.
- The Requester's Name, Box #, Telephone, and Department Name are taken from your Personal Profile. For more about your Personal Profile in Sinai Central, see 3: Your First Login to Sinai Central.
- Select the Payee Information by clicking on a radio button.
Choices / Yourself Another Employee Study Participant Form Results Payee Information Copied From Requester Section When you click on the field Name, a User Search form appears. Use it to find the other Employee's Name. You can enter the Participant's name or just enter "anonymous"
- Select a Fund and Object Code for each line item to default to from the drop-down menus provided. The funds available are funds that you have access to. The object codes available are managed by the Finance Department.
- Enter a Description for what the line item is.
- Select a Fund and Object Code if it differs from the default that you provided. Other funds and object codes can be used on other line items.
- Enter an Amount.
- Choose the check box to Delete a line item.
- You can add a line item by selecting Add More Lines.
- Save a Draft or Submit the request. Saving the request as a draft enables you to finish working on it later. Submitting it sends the request for approval.
Step 5: Approval
Your department supervisor or approver will receive an email about the Petty Cash request and their pending approval. They will be able to approve the request electronically. *
Step 6: Off to the Cashier!
Once approved, the user Prints the voucher. Receipts should be arranged on a separate sheet of paper. This is all brought to the Cashier. If the payee does not sign his own voucher, then the payee must bring the voucher and Mount Sinai ID to the Cashier.
*If your department deals with many users that do not have regular access to
computers, your department's internal business may include a "manual" step. This is an example of internal business that would happen during Approval
-
A Department Administrator prints the request.
The user submits the print out with all the necessary documentation.
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The supervisor or approver reviews the request.
The request is approved on Sinai Central.
