As a Cal Card holder, you are to submit your Cal Card allocation at the end of each month. 

Your Administrator Manager/Assistants can assist by helping you with the allocation, filling out and scanning the receipt. But it will be your responsibility to submit once you have reviewed and completed your monthly cal card allocation. 


Your allocation sheet should look like this once completed

  • Due (date) - Reminder for you to submit on the Ticket Desk 
  • Month (link)- click to open Statement
  • Total ($ Amount) - Total of transaction > must match what's on the statement
  • Date - date of the transaction 

   The top 4 - Please do not make any changes. 

  • Vendor - Please link the receipt to the Vendors name (must be in BLUE)
  • Purpose - Insert the purpose of the transaction (please be thorough, no general responses) No Payroll Conference / Yes - Registration Fee for ABC Payroll Conference 12/4/19 for E. Miaka
  • Site - Amount should be reflected on the receipt, but the total amount matches the statement - if there is a breakout, please adjust accordingly (Total amount must reflect what's on statement) 
  • Total Invoice - Do not make any changes (it's a formula) 
  • Object - Select the Object Code 
  • Restrictor - Select the Restrictor code if applicable (SPED, ELP, Title 1, etc.) 


Once completed, please submit a ticket to accountspayable@ingeniumschools.org

Subject Line: September 2019 Cal Card Allocation 

Body: Mark Complete


If you can't make the due date, please submit a ticket to accountspayable@ingeniumschools.org and CC Business Manager. You'll be granted 72 hours only

Subject Line: Request extension - September 2019 Cal Card Allocation 

Body: Requesting 72-hour extension


Reminder: The Cal Card Google Drive folder is available 24/7 - When you have made a purchase on the day of, please scan your receipt in the folder as soon as you can. 

   Please enter the transaction below the Yellow Memo Note 

I recommend you download the app on your phone. It's called TurboScan - scan and send to your computer in an instant