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Section 33045 Exhibit A 10/30/13 Request for Petty Cash Fund Copy this form as needed. Complete form for desired amount (not to exceed $200), and send to Accounting & Financial Services. Department

How to fill out request for petty cash

How to fill out a request for petty cash:

1. Begin by obtaining a petty cash request form from your employer or finance department. This form will typically require basic information such as your name, department, and date.
2. Clearly state the purpose of your request. Provide a detailed explanation of why you need the petty cash and how it will be used. It is important to be specific and to provide supporting documentation if required.
3. Indicate the exact amount of cash needed. Specify the currency and ensure that it aligns with the purpose mentioned in the previous step. If you require a certain denomination of bills, mention it as well.
4. Include any supporting documentation, such as receipts or invoices. This helps justify your need for the petty cash and provides transparency in the usage of funds. Make sure that all documents are properly filled out and attached securely to the request form.
5. Obtain the necessary approvals. Depending on your organization's policies, you may need to route the request through various levels of management or submit it to the finance department for approval. Ensure all required signatures are obtained before proceeding.
6. Double-check your request form for accuracy and completeness. Verify that all the required fields are properly filled out and that all necessary supporting documents are attached.
7. Submit your request form to the designated individual or department. Follow any specific instructions provided by your organization regarding the submission process. Keep a copy of the request form for your records.

Who needs a request for petty cash?

1. Employees who require cash for small, immediate expenses related to business operations may need to submit a request for petty cash. This can include situations such as buying office supplies, reimbursing small expenses incurred during business travel, or covering minor maintenance or repair costs.
2. Department heads or managers may need to submit a request for petty cash on behalf of their team members. It is their responsibility to ensure that the funds are used for legitimate business purposes and to oversee the proper documentation and accountability of the cash.
3. The finance department or designated personnel responsible for managing petty cash funds will review and process the requests. They play a crucial role in maintaining the petty cash system, ensuring compliance with company policies, and reconciling the funds periodically.

Overall, anyone who needs access to small amounts of cash for authorized business expenses should submit a request for petty cash following the established procedures of their organization.

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What is request for petty cash?

Request for petty cash is a formal application made by an employee to access a small amount of cash for minor expenses.

Who is required to file request for petty cash?

Employees who need to cover small business expenses are required to file a request for petty cash.

How to fill out request for petty cash?

To fill out a request for petty cash, employees need to provide details of the expenses, amount needed, and justification for the request.

What is the purpose of request for petty cash?

The purpose of a request for petty cash is to provide employees with the means to cover small business expenses without requiring prior approval for each transaction.

What information must be reported on request for petty cash?

Information such as the date of the request, amount requested, purpose of the expenses, and signatures of both the employee and the approving manager must be reported on a request for petty cash.