PTA Financial Forms & Requests
Keeping Our PTA Paperless
The Roger Sherman PTA is working to make our financial processes as simple, transparent, and paperless as possible.
Whenever possible, please use the online forms below rather than printing paperwork. Digital submissions help us keep receipts and approvals organized, reduce paperwork, and make it easier for future PTA volunteers to find the records they need.
💰 Need to Be Reimbursed?
Reimbursement Request — Online
Purchased something for the PTA and need to be reimbursed?
Submit your request online and attach your receipt directly to the form.
Submit a Reimbursement Request →
Please submit your reimbursement request as soon as possible after your purchase.
Need Approval for an Expense?
Budget Overage Request
If an expense will exceed the amount approved in the PTA budget, please complete a Budget Overage Request before making the purchase.
Complete the Budget Overage Request →
💵 Handling Cash?
Money Counting Form
Whenever PTA cash is collected and counted, use the Money Counting Form to document the amount collected and the individuals involved in counting the money.
Open the Money Counting Form →
🪙 Need Petty Cash?
Petty Cash Voucher
Use the Petty Cash Voucher to document purchases made using PTA petty cash.
Questions?
If you're not sure which form to use, please contact the PTA Treasurer before making a purchase or spending PTA funds. When in doubt, ask first — it is much easier to get an expense approved before the purchase than to fix it afterward!
