Finance & Accounting forms
Gather the information needed to review expenses, purchases and financial requests. These guides explain how to make amounts, supporting context and the requested action clear without collecting payment through a form.
Applications
- Applications
Credit application for business accounts: what to ask and what to leave out
A credit application asks a business customer for what you need to decide whether to open a credit account and on what terms.
- Applications
Grant application form: the questions a review panel needs answered
A grant application form collects what a review panel needs to compare requests fairly: who is applying, what the project will do, who it serves, how much is requested and what results will be measured.
- Applications
New vendor setup form: what to collect and what to keep out
A new vendor setup form collects what your accounts payable team needs to add a supplier to its records and pay it correctly.
Intake forms
- Intake forms
Direct deposit form: record the setup, keep the bank numbers out
A direct deposit form records an employee's request to have net pay sent to a bank account, along with the status of that setup.
Orders
- Orders
Purchase order request form: get approval before the order
A purchase order request asks an approver to agree to a purchase before a buyer sends an order to a supplier.
Registrations
- Registrations
Donation pledge form: record the commitment, collect the gift separately
A donation pledge form records a donor's commitment to give a set amount, often on a schedule, and the fund or program it supports.
Requests
- Requests
Budget amendment form: ask before the money moves
A budget amendment form asks the budget owner to approve a change to an approved budget, such as an increase to one line or a move of funds from one line to another.
- Requests
Invoice submission form: log the bill, keep the file elsewhere
An invoice submission form records the details of a supplier invoice so your accounts payable team can match it, check it and approve it through its own process.
- Requests
Petty cash voucher: a record that the receipt can prove
A petty cash voucher records a small amount of cash spent from a fund the organization keeps on hand.
- Requests
Travel request form: approve a business trip before booking
A travel request form asks an approver to authorize a business trip before anyone books flights, lodging or other costs.
Related templates
- Documents
Terms of Service
Legal user agreement
- Documents
Privacy Policy
Data handling disclosure
