Get the free Petty Cash Form - Hart House - harthouse

Petty Cash Form Currency of Expenses CDN Claims under $100 Date: Last Name Posting Date: First Name Description Total 1 Email Administrative Staff Only Document Number: Phone Cost Element Code 837420

How to fill out petty cash form

How to fill out petty cash form:

1. Start by writing the date of the transaction at the top of the form. This will help in keeping track of when the petty cash transaction took place.
2. Next, write down the purpose or reason for the petty cash expenditure. This could be anything from office supplies to travel expenses. Be specific and detailed in describing the purpose.
3. Specify the amount of money being withdrawn from the petty cash fund. Write down the exact denomination and total amount.
4. Write down the name of the person who is requesting the petty cash. This should be the person responsible for the expenditure and should be accountable for the money.
5. Have the person requesting the petty cash sign their name and provide their designation or position within the organization.
6. Ask the person approving the petty cash withdrawal, usually a supervisor or manager, to review and sign the form. This ensures that there is proper authorization for the expenditure.
7. Finally, ensure that the petty cash form is properly documented and filed for future reference and auditing purposes.

Who needs petty cash form:

1. Companies and organizations that frequently handle small cash transactions often use petty cash forms. This helps in maintaining a record of the cash flow and ensures accountability.
2. Employees who need to make small purchases on behalf of the company or organization may need to fill out a petty cash form to access the necessary funds.
3. Petty cash forms are also required for maintaining transparency and financial control within the organization.

Overall, filling out a petty cash form involves documenting the details of the expenditure and obtaining proper authorization. It is an important tool for tracking petty cash transactions and maintaining financial accountability.

For pdfFiller’s FAQs

What is petty cash form?

Petty cash form is a document used to track the disbursement of small amounts of cash for minor expenses.

Who is required to file petty cash form?

Any individual or organization that uses petty cash for business expenses is required to file petty cash form.

How to fill out petty cash form?

Petty cash form should be filled out by recording the date, amount disbursed, purpose of the expense, and signatures of the person receiving the cash and the person approving the disbursement.

What is the purpose of petty cash form?

The purpose of petty cash form is to track and monitor small cash expenses in an organized manner.

What information must be reported on petty cash form?

Information such as date, amount disbursed, purpose of expense, names and signatures of individuals involved in the disbursement must be reported on petty cash form.

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