Petty Cash Request — shared by the community

Who this template is for

Petty Cash Request is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.

• Advisers, brokers and finance teams working in finance, insurance & tax.
• Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
• Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
• Respondents are clients and applicants — the form asks them 14 questions across 1 screen.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.

• 10 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It accepts a document or photo upload as evidence.
• It records a signature you can keep as proof of agreement.
• It pins the request to a specific date.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 6 questions until they are relevant — shorter forms convert better than long ones.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Petty Cash Request lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 6 conditional rules ship with it.

• Features advanced show logic: if “Is this an advance or a reimbursement?” is Advance, before spending, the form dynamically exposes “Date receipts and change will be returned”. Otherwise that question never appears.
• Features conditional validation: if “Is this an advance or a reimbursement?” is Advance, before spending, “Date receipts and change will be returned” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Is any receipt missing?” is Yes, the form dynamically exposes “Why the receipt is missing”. Otherwise that question never appears.
• Features conditional validation: if “Is any receipt missing?” is Yes, “Why the receipt is missing” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Is the amount above your petty cash limit?” is Yes, the form dynamically exposes “Why this cannot go through the normal purchase process”. Otherwise that question never appears.
• Features conditional validation: if “Is the amount above your petty cash limit?” is Yes, “Why this cannot go through the normal purchase process” becomes mandatory before the form can be sent.
• All 6 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.