Petty Cash Template (Free Template)

Petty cash is a small fixed amount of cash kept for everyday minor expenses, like transport or cleaning supplies. The petty cash template records every payment out against a receipt so it does not quietly drain the business.

You start with a fixed float, record every payment out, and the cash remaining plus the receipts always equals the float. When it runs low, you top it back up to the original amount and file the receipts.

Because small, frequent cash payments are easy to lose track of and easy to misuse. Requiring a receipt and a running balance for every payment closes that gap.

Insist on one. A no-receipt rule is the simplest control. If a receipt is genuinely impossible, record a signed note of what was paid and why, but keep these to a minimum.

Veira records your expenses alongside sales, so petty cash spending sits in your books with everything else and you can see where small costs add up.