Petty Cash Form Template

It's a form used to request or document small cash expenditures from a petty cash fund. It records the requester, the amount, the purpose, and any supporting documentation needed for accounting and reconciliation.

Without a consistent process, petty cash becomes a black box. Digital forms create a clear, timestamped record of every request, making reconciliation faster, reducing the chance of undocumented expenditures, and making it easier to identify patterns in small-expense categories.

A complete petty cash request form should capture:

• Requester's name, department, and employee ID
• Date of the request
• Amount requested
• Expense category (office supplies, travel, client entertainment, etc.)
• Description of the expense and business purpose
• Receipt or documentation upload

Use Typeform's email notification settings to send each submission to the appropriate approver automatically. For a more structured workflow, connect Typeform to a tool like Slack or Microsoft Teams through Zapier so approvers receive a notification with the submission details and can approve or flag the request without logging into Typeform.

That depends on your organization's size and spending patterns, but most small to mid-size organizations keep petty cash funds between $100 and $500 and replenish them when they fall below a threshold. Your petty cash form data over time will show average spend per period, which helps you set a fund size that doesn't require constant replenishment or leave cash sitting idle.