Candidate Committee
Add Memo Itemization

MERTS Step-by-Step for Memo Itemizations Video

MERTS Step-by-Step for Memo Itemizations Video

If an individual gave money toward the organization, the amount the individual gave, the date the organization received the individual’s donation, and the individual’s name and address must be recorded and reported as a “memo itemization.” To create a memo itemization watch the video and follow the steps shown below:

  1. Open the All Transactions tab to locate the contribution.
  2. Right click the appropriate contribution and choose Memo Subitemů as shown below:
  1. Select the name from the drop down list. If a name record has not been created select the Add Name button to prompt a new “Name Information” window to create the name record.
  2. Enter the date, amount and description of the contribution received.
  3. If the contribution was associated with a fund raising event held by your committee click the Fund Raising Event drop down to select the appropriate event or select Add Fund Raiser to create the new fund raising event.

Functions

  • Select Filter Names to only display Independent and Political (PAC) committees or Financial Institutions in the name drop down list.
  • Select Add Name to add a new name record.
  • Select Next to save entry and add new entries.
  • Select Clone to save entry and retain the date, amount, description and fundraising event (if applicable) for the next entry.
  • Select Ok to save the entry and close out of the transaction information window without saving the entry.
  • Select Cancel to close out of the transaction information window.

Additional Features

  • For more information on filing Late Contribution Reports or other Immediate Disclosure Reports.
  • To Modify an existing transaction open the All Transaction tab and locate the desired record. Right click and choose modify to make the necessary changes.
  • To Delete an existing transaction open the All Transaction tab and locate the desired record. Right click and choose delete. Please note the transactions within a closed campaign statement cannot be deleted. To remove a transaction from a previously filed report, select ‘De-Report’ to remove the transaction from the amended campaign statement. The original transaction will continue to show in the ‘All Transactions’ tab as a shaded item.




Page last modified on January 09, 2014, at 03:23 PM