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  • Pettycash Editable Form

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Print Form Petty Cash Reimbursement Employee/Purchaser Department Contact & Phone Number Quantity Item Unit Price Amount Department Date Please Note: Original Receipt(s) must be attached. Yes.

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How to fill out the Pettycash Editable Form online

Filling out the Pettycash Editable Form online can streamline your reimbursement process. This guide provides a clear, step-by-step approach to ensure you accurately complete each section of the form.

Follow the steps to successfully complete the Pettycash Editable Form.

  1. Press the ‘Get Form’ button to access and open the Pettycash Editable Form in your online editing tool.
  2. Begin by entering your name as the employee or purchaser in the designated field. Ensure that it reflects your official name as recognized by your department.
  3. Fill in the department you work for. This helps in processing your request accurately within the right division.
  4. Enter the current date in the appropriate format. This date is crucial for tracking the timing of the reimbursement.
  5. Provide your department contact information, including the phone number. This allows for any follow-up needed regarding your submission.
  6. Input the quantity of items received in the designated field, ensuring accuracy as this will affect the total reimbursement amount.
  7. List the items you are seeking reimbursement for in the item field. Be as specific as possible to ensure clarity.
  8. Attach the original receipt(s) as indicated by checking the appropriate box. Remember that reimbursement requires receipts as evidence of purchase.
  9. Indicate the unit price for each item you are claiming. This is essential for calculating the subtotal.
  10. If your expenses fall under business hospitality or include alcohol, check the respective boxes and provide the necessary information as required.
  11. Complete the statement of justification by providing a brief description of the need for the items. Include the list of invitees if applicable.
  12. Sign and date the form in the designated signature lines to confirm the accuracy of the information provided.
  13. If applicable, fill in the account details, including subtotals, tax (if not included), and the total amount requested for reimbursement.
  14. Ensure that you include the approver’s signature and printed name in the specified fields to validate the submission.
  15. Once all sections are filled out, review the form for accuracy. You may then save your changes, download, print, or share the completed form as needed.

Complete your documents online today to facilitate timely reimbursements!

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The GAAP rules recommend that petty cash funds are kept in a locked location, such as a cash box or drawer, with documentation of transactions. Businesses should designate a custodian of the petty cash fund and designate a different person to authorize or approve disbursement of the funds.

Receipts for each transaction are required regardless of the amount. Receipts are kept as evidence for the Cash Fund Activity Log and are required to replenish the fund.

The guidance simply states that the amount your business can claim without receipts must be “reasonable” to a tax inspector. This also means that proper petty cash handling, even without receipts, is important for financial statements in case of an audit.

Most businesses follow the practice of preparing and issuing petty cash slips for proof of payment slip of ALL funds from the petty cash, regardless of whether they received an external document like an invoice or not. An external document is attached to the petty cash slip when it is received.

A petty cash receipt is a form used to document cash payments from a petty cash box. The form is filled out by the petty cash custodian, documenting the reason for a petty cash payment and the amount of the payment, as well as the date.

Helpful Tools No. ... Date – Enter the date that the petty cash receipt is prepared. Pay To – Enter the name of the payee who received the petty cash disbursement. $ (Dollar Amount) – Enter the total amount of the payment. Description – Enter a brief, but specific explanation of what the funds were used for.

0:27 3:25 How to Create a Petty Cash Account using Excel - Part 1 - YouTube YouTube Start of suggested clip End of suggested clip This spreadsheet with accuracy. We have space for money in with monies paid in to petty cash this isMoreThis spreadsheet with accuracy. We have space for money in with monies paid in to petty cash this is generally paid in through draw. Money out of the bank. But you could change money into sales.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232