Handbook and Forms
Handbook and Forms
The Fiscal Services Handbook has been updated. We highly recommend you look through the handbook as it contains clear procedures for the various fiscal activities you perform regularly. Additionally, the forms mentioned in the handbook contain direct links to the actual form, many of which have been revised to a fillable PDF format.
Our goal is to update the handbook regularly. If you find an error or have any ideas on sections we should add, please email Leticia Alfaro at lalfaro@mtviewschools.net.
We hope you find the new handbook useful in your daily work.
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Handbook - Fiscal Services Manual (Rev. 12/2024)pdf
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Appendix 1 - A2A Welcome Packet (Application Basic Training)pdf
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Appendix 2 - Absence Verification Formpdf
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Appendix 3 - ASB Check Requisition Reimbursement Formpdf
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Appendix 4 - ASB Fundraiser Applicationpdf
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Appendix 5 - ASB Purchase Requisition Formpdf
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Appendix 6 - ASB Receipts to Cash Reconciliation Formpdf
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Appendix 7 - ASB Revenue Potential Formpdf
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Appendix 8 - Class Wallet User Allocation Formpdf
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Appendix 9 - Conference/Substitute Request Form (sample)pdf
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Appendix 10 - Conference Reimbursement Form (2026)pdf
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Appendix 11 - Conference Reimbursement Form (sample)pdf
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Appendix 12 - Disposal of Fixed Assets Form (sample)pdf
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Appendix 13 - Federal Selected Items of Costpdf
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Appendix 14 - Food Services Field Trip Lunch Request Form (sample)pdf
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Appendix 15 - Gift Card Request Formpdf
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Appendix 16 - Independent Contractor Service Agreement (sample)pdf
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Appendix 17 - Inventory Control Form (sample)pdf
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Appendix 18 - Inventory Control Sheet (examples)pdf
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Appendix 19 - Inventory Transfer Form (sample)pdf
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Appendix 20 - Mileage Reimbursement Claim Form (2025)pdf
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Appendix 20 - Mileage Reimbursement Claim Form (2025): No Odometer Calculationpdf
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Appendix 20 - Mileage Reimbursement Claim Form (2026)pdf
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Appendix 20 - Mileage Reimbursement Claim Form (2026): No Odometer Calculationpdf
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Appendix 21 - Out of Pocket Reimbursement Formpdf
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Appendix 22 - Petty Cash Reconciliation Formpdf
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Appendix 23 - Public Contract Code Section 20111pdf
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Appendix 24 - Receipts to Cash Reconciliation Formpdf
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Appendix 25 - Request to Establish Petty Cash Formpdf
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Appendix 26 - Semi-Annual Certification Form (sample)pdf
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Appendix 27 - Smarte Finance Online Warehouse Requisitions Manualpdf
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Appendix 28 - Smarte Finance Online Purchase Requisitions Manualpdf
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Appendix 29 - Smarte HR Online Requisition Manualpdf
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Appendix 30 - Smartetools User Approval Formpdf
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Appendix 31 - Transportation/Field Trip Request Form (sample)pdf
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Appendix 32 - W-9 Formpdf