Writing cheques for small amounts is not only inconvenient but is also inefficient. It involves a lengthy process, and when the amount is small, it makes no sense to go through all that. In such circumstances, you take a petty cash form or voucher from the supplier, and you get reimbursed later.
5 Steps to Create a Petty Cash Form In MS Word
Step 1: Create a New Document
Create a new document in MS Word. In the corporate world, it is more famous than any other software having similar features. But you can obviously use the document editing software of your choice and proceed with the tutorial without any problem. Write the title ‘Petty Cash Form’.
Step 2: Enter Basic Details
In the next section, enter the basic details like the date on which it was created, by whom it was created and also the department. Also, write the name of the custodian. Usually, the department or store dealing with such cases deals with several of those and thus it is usually efficient to use a unique ID via which you can identify the document. So put that down as well.
Step 3: Cash Details
In the next section enter details of expenditure. Use a table for a cleaner presentation. So create a six-columned table for the purpose. Give the headings as ‘date’, ‘description’, ‘account’ ‘code’, ‘amount’, ‘balance’, and ‘paid to’ respectively. In a different row add the total amount and the total balance separately.
Step 4: Notes
If there are certain specific details that need to be mentioned about a certain purchase, that thing needs to be mentioned in this section. If there is any specific instruction that needs to be followed by any of the people handling this document then that should also be mentioned here.
Step 5: Signatures
In the final section there should be a section that states that the information provided above is true and below that should be the name and signature of the petty cash custodian. Then write down the date on which the signature was put. Then there should be the signature of the authorized head and the date as well.
19+ Petty Cash Form Templates
1. Restaurant Petty Cash Form Template
If you are having to deal with a lot of petty cash documents, then you should consider downloading this form template in Word. It is well formatted, so any specific data is extremely easy to find. We have more of these should your requirements be a little different. So check them out now.
2. Petty Cash Layout Form Template
If your business is slowly growing you might soon be in need of petty cash payout forms. It is possible that you have not prepared one before. In that case, you should check out this template. We have similar forms in Pages as well, if that is what you are more comfortable with.
3. Basic Petty Cash Form Template
In need of a basic petty cash form template for your office needs? Check out our forms in Google Sheets. Alternatively, you can download this template and start editing right away. That is quite easy to do as well. Just open the document in the PDF editor of your choice and you should be good to go.
4. Simple Petty Cash Form Template
A simple petty cash form template is not difficult to create, but is definitely time-consuming. In your busy schedule you might not be able to squeeze in the time to create one. That is why you should download this petty cash form template. If you are more comfortable with using Apple’s office suite, we have similar form in Numbers as well.
5. Petty Cash Requisition Form Template
Looking for a petty cash requisition form in PDF? Look no further than this. Download this now to get started. In case you need something with a slight variation, you can check out the other forms on our site as well. If you are more comfortable using MS Office tools, we have some forms in Excel as well.
6. Sample Petty Cash Form Template
If you are constantly getting requests for small amounts of money multiple times, you can fix it by using petty cash forms. Check out this template to get started. Alternatively, you can check out our form in Google Docs as well. It will greatly make the day to day operations of your company much smoother.
7. Petty Cash Request Form Template
If you have been searching various sites for form templates to create a petty cash request form and have found nothing that suits your needs, then you might be looking in the wrong place. Our huge collection of templates ensure that your requirement gets fulfilled whatever they might be.
8. Petty Cash Reimbursement Request Template
The best way to help the bright students is through scholarships and other similar programs. So if you were thinking of creating a cash voucher or a petty cash reimbursement request form, then you might want to give this a try. It will help you save a lot of time and the students would greatly benefit from it.
9. Formal Petty Cash Form Template
If this is your first time creating a formal petty cash form, then you might be unsure of what the proper content and format should be. In that case you should take help from a template like the one given here. It will make sure that you don’t make any error and would also save you a lot of time.
10. Petty Cash Form Template in PDF
A petty cash form can save you a lot of time and make your business run much smoother. So if you are planning to introduce one to your business anytime soon, then you should give this template a try. Also if you are looking for travel authorisation forms check out our site for them. We have a number of them.
11. Petty Cash Replenishment Form Template
We have spent hours collecting the best templates from around the internet so that you don’t have to spend the time doing the research. So if you are looking to create a cash receipt really fast, then this is something that could save you some time. We have one of the largest collection of templates on the internet.
12. Petty Cash Fund Reconciliation Template
We help businesses by shortening the time they require to prepare the different necessary documents. We do this by constantly adding to our already vast collection of templates. So if you were in search of a petty cash fund reconcilliation template, check out this sample. If you were looking for something else, then check out the other templates available on our site.
13. Petty Cash Form Example
Instead of constantly attending to each of the small cash amounts that are being used for various purposes, why don’t you start using cash forms? They would make your life so much easier. If you are not aware of how to create one, then you don’t need to worry. All you need to do is download this template and start editing.
14. Petty Cash Action Form Template
If you want to decrease the load on the accounts department, you might want to make use of petty cash action forms. This will make sure that you don’t have to right cheques even for small amounts. You can just use them instead. If you need other such forms, there are plenty available on our site.
15. Petty Cash Voucher Form Template
Pettty cash vouchers can greatly improve the speed of your day to day business operations. It would greatly help the accounts department. If you are in need of other such templates to make the running of your business easier, we have many such templates that you can use. For now, you can just choose to download this voucher form.
16. Petty Cash Change Request Form Template
You might be familiar with the various documents that we create to help our users. They not only help the latter to create the documents but also saves a lot of time. The templates are fully editable which makes using them a breeze. Check out this petty cash request form to get a better idea.