Get Cash Incident Report - Controllersusuedu

Filling out the Cash Incident Report is an essential task for reporting cash discrepancies effectively. This guide will help you navigate the form clearly and efficiently, ensuring all necessary information is included.

Follow the steps to successfully complete the Cash Incident Report online.

1. Use the ‘Get Form’ button to access the Cash Incident Report, which will open the form for you to fill out.
2. Begin by entering the campus or department name in the designated field at the top of the form.
3. In the 'Date' field, input the date of the incident using the format MM/DD/YYYY.
4. Select either 'Shortage' or 'Overage' by marking the appropriate box.
5. Next, fill in the 'Amount' field with the corresponding amount related to the incident.
6. Provide the 'Transaction Date' by entering the date of the transaction that led to the incident.
7. Fill in the field for the cashier's name, indicating who handled the transaction.
8. Specify the 'Date reported to Supervisor' by entering the date when the discrepancy was reported.
9. Enter the Supervisor's name in the designated field.
10. If applicable, input the 'Date reported to Internal Audit' in the space provided for incidents amounting to $100 or more.
11. Fill in the 'Internal Auditor name' if involved in the audit process.
12. In the 'Explanation of circumstance' section, detail the circumstances surrounding the incident, indicating if theft or embezzlement is suspected.
13. Provide corrective actions taken in the 'Corrective Action' section, outlining measures to address the incident.
14. Ensure that all required documents are attached, as noted in the instructions.
15. Finally, sign and date the form in the designated areas for the cashier, supervisor, business manager or financial officer, and department head or dean/VP.

Complete your Cash Incident Report online today to ensure proper accountability and reporting.