Petty Cash

Accounting

Petty cash is a small amount of physical cash a business keeps on hand for minor expenses, controlled through a float and receipts to keep it accountable.

Petty cash is a small fund of physical cash for incidental costs, postage, small supplies, parking, that are impractical to pay by cheque or card. It is managed as an imprest float: a fixed amount that is topped back up to its set level periodically, with receipts accounting for every dollar spent.

Though small, petty cash needs controls, a custodian, receipts for every disbursement, and periodic reconciliation, because untracked cash is both a bookkeeping gap and a fraud risk. Each replenishment posts the expenses to the proper accounts, so petty cash spending still flows through the books.

Example

A business keeps a $200 petty cash float. After $150 of small purchases with receipts, it replenishes $150 to restore the $200 float, recording the expenses to their categories at that point.

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Petty Cash Frequently Asked Questions

Common questions regarding our compliance workflows and service guarantees.

A fixed float of cash is kept for small expenses. Receipts account for spending, and the fund is topped back up to its set level periodically, posting the expenses to the books.
Untracked cash is easy to lose or misuse. Requiring receipts and reconciling the float keeps spending accountable and reduces fraud risk.
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