Petty Cash Form Template

The petty cash form helps employees record physical cash for small payments. The petty cash form requires the branch details where the expenditure was made, the amount of petty cash used, the remaining unused petty cash, the date of the transaction and signatures. Feel free to set up multiple email recipients, use your branding, and drag and drop more fields as needed – all of that with ZERO coding knowledge within our form builder.

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Frequently Asked Questions

What is a petty cash form?

A company uses a petty cash account to record physical cash for small payments. The petty cash form requires the branch details where the expenditure was made, the amount of petty cash used, the remaining unused petty cash, and the date of the transaction and signatures.

How do I fill in a petty cash form?

When you’re building rhe petty cash form you can add elements such as date, payee’s name, payment amount, a brief description, account number and authorizations.

Customize template

Want to easily manage your company’s petty cash? This online form sample does just that. Modify it by signing up in our intuitive form building platform that includes various customization options. Set up multiple email recipients, brand your form, drag and drop more fields – and do all of that without writing a single line of code.

Publish template

When you’ve finished creating your petty cash form, the Publish panel is the place to go. You can choose to embed the form into a web page, share the form link on a social media page or send the form by email. Those whom the form is assigned to will be able to fill it even while on the go, as our web forms are mobile-friendly.

Collect & manage data

All entries to the form are stored in a secure database and you can easily update them from our platform. If you prefer, download the form responses to your preferred device. We also provide multiple app integrations to choose from in case you need to connect your petty cash form data.

Optimize processes

Simplify any activity with the help of online forms! You will receive email or SMS alerts each time a submission comes in. Start by creating an account with 123 Form Builder and check out our multiple features. Leave paper forms in the past. Create amazing digital petty cash forms that speed up the data collection process.

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