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Production Float & Petty Cash Request Form

A production float and petty cash request template — request cash for a shoot or event, with the amount, purpose, job code and how it’s issued.

Description

Shoots and events need cash on hand — for cabs, props, catering and the hundred small costs that come up on the day. This production float and petty cash request template gets that money approved and issued, with a clear record of what it’s for.

It ties the float to a client or job code and the shoot or event, captures the date it’s needed by and the amount, and takes a rough breakdown of what it covers. It records how the person needs it (transfer, cash or card top-up), whether it’s within the project budget or who’s approving the spend, and includes an agreement to reconcile it with receipts.

Ideal for production teams, agencies and studios running shoots and events. Use it to control on-set spend, tie floats to the right job, and make reconciliation the norm. Customize the fields, add your branding, and embed it internally or share a link in minutes.

Form fields

Everything the Production Float & Petty Cash Request Form above collects — 11 fields, so you can see exactly what it captures before you make it your own.

Request a Production Float

  • Client / job code

    Short Answer Icon
    Short Answer

  • Shoot / event name

    Short Answer Icon
    Short Answer

  • Date needed by

    Date Icon
    Date

  • Amount requested (£)

    Number Icon
    Number

  • What's it for? (item, est. £)

    Table Icon
    Table

  • How do you need it?

    Dropdown Icon
    Dropdown

  • Is this covered by the project budget?

    Yes/No Icon
    Yes/No

  • If no, who's approving the spend?

    Short Answer Icon
    Short Answer

  • Requested by

    Name Icon
    Name

  • Email address

    Email Icon
    Email

  • Agreement

    Consent Icon
    Consent
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Template FAQs

Common questions about the Production Float & Petty Cash Request Form — what it captures, when to use it, and how to make it your own.

What is a production float request form?

A production float request form is how a team asks for cash to cover on-the-day shoot or event costs, capturing the amount, what it’s for, the job it’s charged to and how it’ll be reconciled.

What should a petty cash request include?

The client or job code, the shoot or event, the date needed, the amount, a rough breakdown of costs, how the money should be issued, budget approval and an agreement to reconcile with receipts.

Why require receipts and reconciliation?

Because a float is company money handed out to spend on the day. Reconciling it against receipts within a few days keeps the books accurate and makes sure every pound is accounted for — floats that never get reconciled are how petty cash quietly goes missing.

Can floats be issued as cash, transfer or card?

Yes — the form lets the requester choose bank transfer, cash or a company-card top-up, depending on how your finance team prefers to handle it. Capturing the preferred method up front means finance can get money to the shoot in the way that suits everyone.

Who approves a production float?

Usually the producer, account lead or finance, especially where the spend sits outside the agreed project budget. The form asks whether the float is covered by the budget and, if not, who’s approving it — so the sign-off is clear before any cash goes out.

Is this petty cash template free and editable?

Completely free. Adjust the fields and issue methods to match your process, restyle it, and embed it internally or share a link in minutes. No coding needed — just a free Fun Forms account to collect responses.

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