Templates Business Operations Petty Cash Form Template

Petty Cash Form Template

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Submitting Employee Name

If you need a quick and easy way for employees to submit petty cash expenses, you need the WPForms petty cash form template for your website. The template allows your employees to submit information about petty cash expenses to help keep track of where that money is going.

What Goes on a Petty Cash Form?

A petty cash form is sometimes also referred to as a petty cash voucher or petty cash receipt. Regardless of what you call it, there are some items that should always be included as part of a basic petty cash form.

You always want to ask for information about how much money was issued, where it was spent, on what items it was spent, and how much change was returned. It’s also a good idea to ask the employee to upload an image of the receipt itself so that managers can see how everything is itemized and what the cost breakdown was.

After the basic expense information is entered and the receipt is uploaded, there should be a spot for the submitting employee’s name and email address.

All WPForms templates are fully customizable. If you need to add or remove fields, it’s easy with our user-friendly drag-and-drop form builder. There are also lots of ways to integrate your favorite third-party applications to ensure the forms are filed properly and managers can sign off on them after approval.

Get started with WPForms today to create and customize your own petty cash form. Signing up with WPForms gives you access to this and hundreds of other pre-made templates.