Petty Cash Request Template: A Comprehensive Guide

Tuesday, November 14th 2023. | Petty Cash Templates
Petty Cash Request Form Petty Cash Request Slip
Petty Cash Request Form Petty Cash Request Slip from


Managing petty cash is an essential part of any business. It allows for quick and convenient payments for small expenses without the need for extensive paperwork. To streamline the process, many organizations use a petty cash request template. In this article, we will explore what a petty cash request template is, how to use it effectively, and provide a comprehensive sample template for your convenience.

What is a Petty Cash Request Template?

A petty cash request template is a document that employees use to request funds from a petty cash fund. It typically includes fields for the date, requester’s name, purpose of the request, amount requested, and any supporting documents or receipts. This template helps maintain accountability and ensures that petty cash is used appropriately and for legitimate business expenses.

Benefits of Using a Petty Cash Request Template

Using a petty cash request template offers several benefits, including:

  1. Standardization: By providing a standardized format, the template ensures consistency in petty cash requests across the organization.
  2. Documentation: The template serves as a record of all petty cash requests, making it easier to track expenses and maintain accurate financial records.
  3. Approval Process: The template typically includes fields for approval signatures, ensuring that all requests are authorized by the appropriate personnel.
  4. Efficiency: With a pre-designed template, employees can quickly fill in the required information, reducing the time spent on administrative tasks.

Sample Petty Cash Request Template

Here is a sample petty cash request template that you can use as a starting point for your own organization:

[Your Company Name]

Petty Cash Request Form

Date: [Date]

Requester’s Name: [Employee Name]

Purpose of Request: [Briefly describe the purpose of the request]

Amount Requested: [Amount in currency]

Supporting Documents/Receipts Attached: [Yes/No]


Approved By: [Name and Signature]

Date: [Date]


[Additional comments or notes regarding the request]

Frequently Asked Questions (FAQ) about Petty Cash Request Template

1. Who should use a petty cash request template?

A petty cash request template is primarily used by employees who need to request funds for small expenses. However, it can also be used by managers and finance personnel to track and approve these requests.

2. Can the template be customized to suit specific business needs?

Yes, the template can be customized to include additional fields or modify existing ones to align with your organization’s specific requirements.

3. How often should petty cash be replenished?

The frequency of petty cash replenishment depends on the volume of transactions and the amount of cash initially provided. It is recommended to establish a regular schedule for replenishment to ensure that there is always enough cash available for business expenses.

4. What should be done with the supporting documents/receipts?

The supporting documents/receipts should be attached to the petty cash request form for verification and record-keeping purposes. They should be retained as part of the financial records.

5. Can the petty cash request template be used for cash advances?

While the petty cash request template is primarily designed for small expenses, it can also be used for cash advances. However, it is essential to clearly indicate that the request is for a cash advance and specify the repayment terms.


A petty cash request template is a valuable tool for managing small expenses in a structured and accountable manner. By using this template, organizations can streamline their petty cash management process, maintain accurate records, and ensure proper authorization for all expenses. Feel free to use the sample template provided in this article as a starting point and customize it to suit your organization’s needs.


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