New request
Complete every field below. Attach your receipts separately when you hand this over — a form without documentation cannot be approved.
Requests & approvals
Every request submitted, with its current status. Pastor and Presiding Elder only see requests routed to them; the Head of Finance sees requests once approved.
Form guidance & policy
Please complete the entire form. "On file" is not an acceptable response for payee details, even if the payee has been used before.
Payee name, address and phone number
The payee's full mailing address and telephone number are required. Provide the person's full legal name, e.g. William Smith — not a nickname.
Payment needed by
The date by which the petty cash is needed.
Items
For each item, give a quantity, a full description and the unit price. Attach all documentation necessary to support payment — receipts clearly showing the purchase must be provided. Any unused funds must be returned to the finance team within 25 days and deposited back into the account the funds were taken from.
Requestor
The person completing the form and requesting the petty cash on the payee's behalf.
Approver
An individual cannot request and approve petty cash for their own reimbursement — the payee and the approver cannot be the same person. Approval requires the Pastor's sign-off; in the Pastor's absence, the Presiding Elder's approval is needed instead.