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PROCESSING OF CASH ADVANCE LIQUIDATION

External Services

This service ensures the proper accounting and settlement of cash advances granted for official travel or specific government activities. The accountable officer or employee must submit a liquidation report supported by original receipts, a duly approved itinerary or program, and certifications of actual expenses or completion. The liquidation is reviewed for completeness and accuracy before being recorded and cleared in the agency’s financial records, in accordance with government auditing and accounting rules.

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Details

OFFICE/UNIT

OFFICE OF THE MUNICIPAL ACCOUNTANT

CLASSIFICATION

Simple

TYPE OF TRANSACTION

G2G - Government to Government

WHO MAY AVAIL

All employee who were granted a cash advance for official travel, events, or special projects

Requirements

# Checklist Item Where to Secure
1 Approved Cash Advance Document (DV and Obligation Request) (1 Original Copy) Requesting Employee
2 Statement of Expenses (2 Original Copies) Requesting Employee
3 Certificate of Appearance (1 Original Copy and 1 Photocopy) Agency visited/ Facilitator of event attended
4 Plane/Boat/Bus Tickets, Boarding Passes, Terminal Fees (1 Original Copy and 1 Photocopy, if will reimburse the actual expense) Requesting Employee
5 Hotel/ Accommodation Receipts, if applicable Requesting Employee
6 Unused cash (if any) returned via Official Receipt from the Treasury Requesting Employee/ Office of the Municipal Treasurer

3 STEPS

CLIENT STEPS

AGENCY ACTION

FEES TO BE PAID

PROCESSING TIME

PERSON RESPONSIBLE

  1. Submit the required documents to be reviewed and evaluated

1.1 Records/logs and evaluates submitted documents

1.2 Prepare Liquidation Report (LR)

1.3 Logs the Liquidation Report (LR)

 

1.4 Return the LR to requesting employee

None

 

 

 

 

None

 

 

 

 

None

 

 

 

None

 

5 Minutes

 

 

 

 

3 Hours

 

 

 

 

5 Minutes

 

 

 

10 Minutes

 

 

JEFF RAMOS

Admin. Aide IV

Accounting Office

 

 

CLARITA PUNTIL

Admin. Aide II

Accounting Office

 

 

CLARITA PUNTIL

Admin. Aide II

Accounting Office

 

CLARITA PUNTIL

Admin. Aide II

Accounting Office

 

  1. Sign the Box A of the LR and proceed to the Office of indicated signatory in Box B of the LR.

2. Certify that the purpose of cash advance was duly accomplished by signing Box B of the LR.

None

 

 

1 Working Day

Person Specified in Box B of the LR

Office of the Head of LGU/ Department

 

 

  1. Return the approved Liquidation Report to the Accounting Office.

3.1 Review the supporting documents and certify its completeness by signing Box C of LR.

 

3.2 Record transaction and update books

None

 

 

 

 

 

 

 

None

40 Minutes

 

 

 

 

 

 

 

20 Hours

RACQUEL P. DE LEON

Municipal Accountant

Accounting Office

 

 

 

RACQUEL P. DE LEON

Municipal Accountant

Accounting Office

 

TOTAL:

None

2 Working Days

 

Finish