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Section 710 PETTY CASH REQUEST Pg. 1 NAME: DATE: AMOUNT: CHARGED TO ACCOUNT (S): (form attached with receipts for all expenditures) PETTY CASH RECORD OF EXPENDITURES DATE ACCOUNT # AMOUNT WHAT PURCHASED

How to fill out petty cash form

How to fill out a petty cash form:

1. Obtain the petty cash form: Start by acquiring a petty cash form from your organization or finance department. This form is specifically designed to track small transactions and reimbursements from the petty cash fund.
2. Date and Department: Begin by filling in the date of the transaction and the name of the department or individual requesting the petty cash.
3. Description of Expense: Provide a detailed description of the expenses for which you are requesting reimbursement. Include itemized information such as the purpose of the expense, the date it occurred, and any relevant receipts or documentation.
4. Amount: Indicate the total amount of cash you are requesting for reimbursement. Be sure to include any taxes or fees associated with the expense.
5. Attach Receipts: Staple or attach the original receipts or supporting documents to the petty cash form. This is crucial for accountability and to ensure accurate record-keeping.
6. Prepare to Sign: Leave a space for your signature as the requester, verifying that the information provided is accurate and complete.
7. Manager or Supervisor Approval: Submit the filled-out petty cash form to your manager or supervisor for their review and approval. They will verify the legitimacy of the expenses and authorize the reimbursement from the petty cash fund.

Who needs a petty cash form:

1. Small Businesses: Small businesses often utilize petty cash funds for day-to-day expenses such as office supplies, parking fees, or minor repairs. To maintain organization and accountability, businesses require employees to fill out a petty cash form.
2. Non-profit Organizations: Many non-profit organizations have petty cash funds to cover small expenses, such as office supplies, transportation costs, or incidental expenses during their operations. Thus, employees or volunteers may need to fill out a petty cash form to request reimbursement.
3. Educational Institutions: Schools, colleges, and universities may have petty cash funds for various purposes, such as reimbursing teachers for classroom supplies or covering small expenses related to student activities. Teachers or staff members may need to complete a petty cash form to access these funds.
4. Government Agencies: Some government agencies or departments may maintain petty cash funds to cover small expenses, like office supplies, transportation costs, or emergency needs. Employees may be required to fill out a petty cash form to receive reimbursement.
5. Medical Facilities: Hospitals, clinics, or medical offices often use petty cash funds to reimburse staff for small expenses incurred during patient care, such as medications, transportation, or minor equipment. Medical personnel may need to complete a petty cash form to have these expenses reimbursed.

For pdfFiller’s FAQs

What is petty cash form?

Petty cash form is a document used to track and record small cash transactions within a business.

Who is required to file petty cash form?

Employees who handle petty cash funds are typically required to file petty cash forms.

How to fill out petty cash form?

To fill out a petty cash form, one must record the date, amount, purpose, and recipient of each cash transaction.

What is the purpose of petty cash form?

The purpose of petty cash form is to maintain an accurate record of small cash expenditures and ensure accountability for funds.

What information must be reported on petty cash form?

The information reported on a petty cash form typically includes date, amount, purpose, recipient, and any supporting documentation.

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