There might be several small financial necessities to be met in a company and using cheques for every one of those instances might not be the most efficient thing to do. That is why petty cash forms are used to take care of these small expenses. Once a bulk amount is reached the entire payment is then made at once.
5 Steps to Create a Cash Form in Google Docs
Step 1: Create a New Document
Create a new document in Google Docs by visiting docs.google.com. On the top put the title ‘Petty Cash Form’. Right below it, write the details related to this form, like the date on which it was prepared, the name of the person who prepared it, the department name and the name of the petty cash custodian.
Step 2: Create a Table
In the next step, we are going to write the details about the various expenditures. For this purpose, let’s create a table with six columns. Write the heading of the first column as ‘date’, the next one as ‘description’ and the following ones as ‘account code’ ‘amount’ ‘balance’ and ‘signature’, respectively.
Step 3: Notes
After that, create a notes section. There might be something related to this document or some transaction that needs some elaboration on. You can put that information in this notes section. It might also contain some instructions. This is usually an optional step. But having it present can be helpful under a lot of circumstances and thus it is a good idea to keep it.
Step 4: Verification and Signature
The next part needs to contain the verification statement which says that the information that has been provided above is true and the expenses mentioned are true. After that, enter the name of the custodian as well as the signature. Also, mention the date on which the signature was put.
Step 5: Authorization
After that, we need the details of the person authorizing the transaction. Write the name of the authorized head and leave a space where he can put his signature. If the transactions have some additional documents associated with it, then make sure that you attach them to this and write down the list of included documents in the main sheet.
16+ Cash Form Templates
1. Restaurant Petty Cash Form Template
Need a petty cash form for your restaurant? Well, we have one for you. Check out this template that has been specifically created for the purpose. Download this form template in Word and enter the necessary details. We have plenty of templates like this that help you run your business more efficiently so that you can focus on making better products.
2. Restaurant Daily Cash Audit Form Template
If you are tired of using cheques for the smallest of transactions and would like to switch to something more efficient then you can try using cash forms. If you don’t know how to prepare one, we have cash form templates in Pages that you can just download and start using. So download this now.
3. Hospital Cash Form in PDF
If you have been assigned the task of creating a cash form for the hospital that you work for you might want to take reference from this template. If you prefer to use the Google suite then you would be pleased to know that we have form templates in Sheets as well. Use them to increase your productivity.
4. Petty Cash Form Template
Petty cash forms despite taking some time to create, can drastically improve the productivity in your company. So if you don’t have the time to create one, use the ones that we have created for you. So download this cash receipt template and get started. There are more documents like this available on our site that you can use.
5. Cash Form Template
Running a business can be tough and only gets tougher if you are disorganized. So make sure that you are doing all that you can to stay organized. One of the things that you can do to increase efficiency in your company is using cash forms for small transactions. Don’t know how to prepare one? Just download one of our form templates in Doc or use this one instead.
6. Cash Sale Form Template
If you were thinking of creating a form sample so that you can use it for small transactions then you can just download this template that we have created and save some of your precious time. There are more such templates available on our site that can dramatically improve your efficiency.
7. Petty Cash Form Example
If you are unaware of the technicalities involved in the creation of a petty cash form then you might benefit from taking a look at this for example. Download it now, and start editing. Yes, you can do that because like all of our templates this too is 100% editable. So what are you waiting for?
8. Cash Form Example in PDF
A simple cash form can dramatically improve the efficiency of your accounts department. So if you want to see some improvement on that front, then consider downloading our free form templates. They have been prepared by our experts and are thus of good quality. So download now to get started.
9. Standard Cash Fund Form
If you are tired of drawing cheques for the smallest of occasions then you need to make use of reconciliation fund cash forms. A standard form of that type needs to have some technical features. If you are unaware of what they are then you can check out our form templates in PDF. Alternatively, just download the one that has been provided here.
10. Petty Cash Claim Form Template
Using cheques for the smallest of transactions may end up causing a lot of inefficiencies. So if you want to save your company from that you might try adopting cash forms. They are an efficient way of managing money in big companies. If you don’t know how to create a good one, you can just try this petty cash claim form template in PDF or choose one from our vast collection of templates.
11. Individuals Cash Form Template
If you want to understand how to create an efficient cash form that will suit your organization the best then you might start looking at some examples. We can provide a number of them. Just download the one that you feel is better suited for your needs. How about you start by downloading this template that we have hand picked for you?
12. Cash Advance Receipt Form
If you are looking to create a cash advance receipt form for your company but don’t have the time to make one from scratch then you should try one of the templates that we have created for the purpose. Download this receipt form that we have created so that you can be spared from the monotonous work.
13. Cash Verification Form Template
If you are drawing cheques for the smallest of transactions, then you are definitely doing something wrong. That is a very inefficient thing to do. You might want to upgrade to something like a cash verification form. It will help you to take care of the small transaction once they reach a certain amount.
14. Hospital Cash Form Template
Creating a cash form for hospitals can get pretty tricky owing to the number of technical details involved. But it does not look half as complicated when you have something to use as a reference. So download this template that we have created for the purpose. With this, you will be able to create it in no time.
15. Petty Cash Reimbursement Form
Need a simple petty cash form for your business needs? We have just the thing that you need. Download this template now to increase the efficiency in your business. If you are looking for something different, then you can take a look at some of our other templates as well. You are sure to find something that will prove to be immensely useful to you.
16. Sample Cash Form Template
Download this printable cash form template to deal with the petty transactions that keep happening on a regular basis. This will help you to save the unnecessary time that is spent when you draw a cheque for purposes like this. Our team of experts has searched every corner of the internet to bring you the best templates. So download the one that you need now.