Requisition Details
Branding
Company Information
Requisition Info
Employee Information
Flags any prior advance not yet settled, if applicable.
Estimated Budget
Business Justification (optional)
Signatures (all optional)
Live Preview
| Budget Item | Estimated Amount |
|---|---|
| Total Requested |
Cash Advance / Requisition Form — Description & Quick Guide
Description
The Cash Advance / Requisition Form is a free, browser-based tool for requesting funds before a business trip or project begins — the pre-spend counterpart to a payment voucher. Employees fill in who they are, what the money is for, and an itemized budget estimate, and a fully formatted requisition builds itself in real time — complete with an automatic amount-in-words conversion, a running total, and a three-way approval chain ready for signatures. Choose from six letterhead-friendly designs, add your company logo, and print or save the finished form as a PDF in one click — all directly in your browser, with nothing ever uploaded to a server.
Quick Guide
1. Add your company details
Under Company Information, enter your company name, address, and contact details. Upload a logo under Branding if you have one — it’s processed entirely in your browser and never sent anywhere. If you’re printing onto pre-printed letterhead paper, check “Leave space at top for pre-printed letterhead” and set how much space to reserve.
2. Fill in the requisition info
Under Requisition Info:
- Requisition No. — auto-generated, but fully editable if you use your own numbering.
- Date — defaults to today.
- Trip/Project Start and End — optional, useful for tying the advance to a specific window of travel or work.
3. Add employee details
Under Employee Information, enter the requester’s name and, optionally, their department or employee ID. Fill in Purpose / Project to describe what the advance is for (e.g. “Client visit — Karachi trip”). If there’s a prior advance not yet settled, note it in Previous Advance Outstanding — this flag only appears on the printed form if you fill it in, so finance can see it at a glance.
4. Build the estimated budget
Under Estimated Budget:
- Set your Currency Symbol (e.g. Rs., $, PKR) and Currency (in words) (e.g. Rupees, Dollars).
- Add one row per budget item using + Add Line — airfare, lodging, meals, local transport, whatever the trip needs. Remove a row with the × button.
- The Total Requested updates as you type, and the live preview shows the same total spelled out in words automatically.
5. Add justification and signatures
Use Business Justification to briefly explain why the advance is needed — optional, and only shown on the form if filled in. Under Signatures, you can optionally type names for Requested By, Approved By, and Finance Approved — matching the three-step approval most organizations require before cash actually goes out the door. The signature lines always print regardless, ready for physical signatures.
6. Choose a design
Scroll through the six designs above the preview and click one to apply it:
- Classic Ledger, Modern Bold, Minimal Compact, and Stamped Official — no printed border, ideal for pre-printed letterhead paper.
- Formal Bordered and Boxed Ledger — the two designs with a full printed border, better suited to plain paper.
7. Print or save as PDF
Click 🖨️ Print / Save as PDF. Your browser’s print dialog opens with only the form on the page — no site header, sidebar, or blank extra pages. Choose your printer, or “Save as PDF” to download it.
8. Starting over
Click Reset to clear all fields, generate a fresh requisition number and today’s date, remove the logo, and return to the default design.
Tip: This form is for the estimate before money is spent — once the trip is done, use the Expense Reimbursement Calculator to reconcile actual spending against this advance.