How to generate a petty cash claim form

How to generate a petty cash claim form

The Petty Cash Claim form is used to claim official expenses incurred using personal funds. This article explains how to generate the form for printing.

Reports > Documents> Documents: Petty Cash Claim

How do I generate a petty cash claim form?

  1. Click the Preview button to generate the form.

  2. Print the form or save it to your device as required.

Frequently asked questions

What is a petty cash claim used for?

A petty cash claim is used to reclaim official school-related expenses that were paid for using personal funds. The completed form serves as the formal record of the claim.

What format is the form generated in?

The form is generated as a PDF via the Preview button. You will need Adobe Acrobat Reader or a compatible PDF viewer to open and print it.

Can I save the petty cash claim form to my computer?

Yes. Once the PDF preview is open, use your PDF viewer's save or download function to save the form for future reference or submission.

Is there a similar form for travel expenses?

Yes. The Travel Claim form is available separately under the same Documents section and is used specifically to claim official travel expenses incurred by private vehicle.

Who approves a petty cash claim?

Approval processes are school-specific. Print the form, complete the required fields manually, and submit it to the relevant authorising staff member at your school according to your school's financial procedures.

Last updated: March 2026  |  Version 2.0

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