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FIN-PROG-0506: Petty Cash Administration / Certification

This course is for prospective petty cash custodians needing to learn how to administer and replenish petty cash funds. Required to become a certified petty cash custodian. 

Petty Cash Custodians are notified on an annual basis to complete recertification training to retain their access. If you need to recertify, log into Axess, and from the main menu items, select STARS (Quick Links), then Certification Status, and select Recertify.

After completing this course you will be able to:

  • Describe petty cash policy and workflow
  • Reimburse employees from petty cash using the Received of Petty Cash form
  • Replenish a petty cash fund using the Expense Requests system
  • Describe additional responsibilities of the petty cash custodian

Web (Self-paced)

Self-paced (approximately 40 minutes)

Prior to enrolling in this course, complete prerequisite courses in the learning path below.

FIN-PROG-0506: Petty Cash Administration / Certification

Last Updated: Jul 11, 2025

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