Get the free PETTY CASH REQUEST FORM

PETTY CASH REQUEST FORM. Description of item(s) to be purchased and reason as per Board Policy #6620. Approximate amount of reimbursement:...

How to fill out petty cash request form

How to fill out a petty cash request form:

1. Obtain a copy of the petty cash request form from the designated source. This form can typically be obtained from the finance department or the person responsible for managing petty cash.
2. Fill out your personal information on the form. This usually includes your name, department, employee ID, and contact details.
3. Specify the purpose of the petty cash request. Clearly state the reason why you require the funds, whether it is for office supplies, travel expenses, or any other valid business-related expenses.
4. Indicate the amount of money you need from the petty cash fund. Be specific and ensure it aligns with the purpose mentioned earlier. Avoid requesting an excessive amount that is beyond what is reasonable for the stated purpose.
5. Provide any necessary supporting documents. Depending on your organization's policies, you may need to attach receipts, invoices, or other relevant documents that justify your expense.
6. Sign and date the form. By doing so, you acknowledge the accuracy of the information provided and your responsibility for the proper use of the requested funds.
7. Submit the completed form to the appropriate authority. Typically, this would be the person responsible for approving and disbursing petty cash funds.

Who needs petty cash request form?

1. Employees who require funds for small, immediate business expenses. This could include purchasing office supplies, reimbursing taxi fares, or covering minor expenses related to business operations.
2. Departments or teams within an organization that handle cash transactions on a regular basis. Having a petty cash fund allows for the convenience of handling small expenses without going through complex reimbursement processes.
3. Companies or organizations that want to maintain a systematic approach to managing small expenses while ensuring transparency and accountability.

Overall, anyone needing immediate cash for authorized business expenses can benefit from using a petty cash request form to streamline the process and maintain proper records.

For pdfFiller’s FAQs

What is petty cash request form?

Petty cash request form is a form used by employees to request a small amount of cash for minor expenses that cannot be made using a company credit card.

Who is required to file petty cash request form?

Employees who need to make small cash transactions for work-related expenses are required to file a petty cash request form.

How to fill out petty cash request form?

To fill out a petty cash request form, employees need to provide details such as the amount requested, purpose of the cash, and receipts for any expenses to be reimbursed.

What is the purpose of petty cash request form?

The purpose of petty cash request form is to track and monitor small cash transactions made by employees for work-related expenses.

What information must be reported on petty cash request form?

Information such as amount requested, purpose of the cash, date of the transaction, and receipts for expenses must be reported on petty cash request form.

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