Petty Cash Tracker
A simple petty cash tracker template to provide your clients so that they can track petty cash onsite.
This template is provided in an Excel format. The Petty Cash Tracker allows your clients to enter information monthly to track their petty cash. The ending balance from one month becomes the beginning balance in the next month, so it should roll-forward smoothly.
I recommend having your clients fill this out and submit to you with the supporting receipts. The goal here is to the get details but also have someone onsight to verify the ending balance is accurate.