Templates
Petty cash request form

Petty cash request form

This template is a reliable tool for recording cash transactions and fostering team accountability. Designed for real-time logging, it helps you keep petty cash funds organized.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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Petty cash request form

This template is a reliable tool for recording cash transactions and fostering team accountability. Designed for real-time logging, it helps you keep petty cash funds organized.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Stop letting small expenses create big accounting problems. This petty cash request form establishes a clear paper trail for minor expenditures that bypass normal procurement channels. With dedicated sections for requesters to document the purpose, amount, and business justification, you’ll eliminate the uncertainty that often surrounds petty cash transactions.

According to High radius, petty cash mismanagement contributes to 14.5% of business fraud cases. When your team needs to make small, urgent purchases—like client meeting refreshments or emergency office supplies—this form ensures those transactions receive proper authorization while maintaining the speed and flexibility that make petty cash valuable in the first place.

Related categories

Preview of the template
Page 1
Request Details
Requestor Name
Department
Date of Request
Amount Requested
Purpose of Expense
Expense Category
Expense Details
Date of Expense
Vendor/Payee
Description of Expense
Receipt Attached
Approval
Approved By
Approved Amount
Date Approved

Frequently asked questions

What are the benefits of implementing a formal petty cash request process?

A formal petty cash request process creates accountability, prevents unauthorized spending, provides documentation for audits, helps track budget allocation, reduces fraud risk, and creates a clear approval chain. This structure transforms petty cash from a potential liability into a well-controlled financial tool.

Can petty cash be used for recurring expenses?

Yes, petty cash can cover recurring expenses, but you should keep clear records of each transaction. For frequent, small costs like office supplies, track them in a dedicated section of your petty cash log. This helps you identify any recurring expenses that might benefit from a more structured budget or regular vendor invoicing.

What is an appropriate dollar limit for petty cash requests?

Appropriate dollar limits for petty cash requests typically range from $25-$100 per transaction, depending on your business size and needs. Setting clear limits prevents the fund from being used for expenses that should go through more formal procurement channels with additional oversight.

What supporting documentation should accompany a petty cash request form?

Supporting documentation should include vendor quotes for planned purchases, receipts after purchases, and any relevant correspondence explaining the business purpose. For recurring expenses, include references to prior approvals or policies authorizing these standard expenditures.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.