Candidate Committee
Add New or Modify in Kind Expenditures

MERTS Step-by-Step for Adding In-Kind Expenditures

MERTS Step-by-Step for Adding In-Kind Expenditures Video

To enter an in-kind expenditure of money from an individual, PAC or other groups a report/campaign statement must first be created.

  1. Select the Add New Transaction icon on the toolbar.
  2. Select In Kind Expenditures from the Expenditures/Debts section.
  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. Continue to add the date, amount and description of the expenditure made.
  3. If the expenditure was associated with a fund raising event held by your committee click the Fund Raising Event drop down to select the appropriate 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 fund raising event (if applicable) for the next entry.
  • Select Ok to save the entry and close out of the transaction information window.
  • Select Cancel to close out of the transaction information window without saving the entry.

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.
  • Select Incoming Committee Receipts to save entry and select another type of incoming receipt.
  • Select Outgoing Committee Receipts to save entry and select another type of outgoing receipt.

For help with modifying or deleting a transaction please see the video for the transaction type.



Page last modified on June 06, 2013, at 11:10 AM