Candidate Committee
Add or Modify Fund Raiser

MERTS Step-by-Step for Add New or Modify Fund Raiser

MERTS Step-by-Step for Fundraiser

To add a Fund raising event held by the committee, follow the steps as shown below.

  1. Select the Fund Raiser icon on the toolbar or Edit and then New Fund Raiser.
  2. Enter the date, and the number of attendees.
  3. Enter the name of the event in the Name/Address 1 for display in the drop down list.
  4. Enter the address of the event in the Address 2 field.

Functions

  • Select Ok to save the entry and close out of the fund raiser information window.
  • Select Cancel to close out of the fund raiser information window without saving new entry.

Additional Features

  • To Modify an existing fund raising event right click on the event located in the ‘All Transactions’ tab and choose modify as shown below.
  • To Delete an existing fund raising event right click on the event located in the ‘All Transactions’ tab and choose delete. Please note if the name is associated with any transactions the system will not allow this record to be deleted.

To add a Co-Sponsor to a fund raising event held by the committee, follow the steps as shown below.

  1. Select View and then All Transaction on the menu bar
  2. Right click on the fund raiser schedule.
  3. Select New Co-Sponsor.
  4. Select the name of the Co-Sponsor from the drop down list.
  5. Enter the percentage of the Contribution Split.
  6. Enter the percentage of the Expenditure Split.

Functions

  • Select Ok to save the entry and close out of the Co-Sponsor information window.
  • Select Cancel to close out of the Co-Sponsor information window without saving new entry.

Additional Features

  • To Modify an existing Co-Sponsor right click on the event located in the ‘All Transactions’ tab and choose modify as shown below.
  • To Delete an existing Co-Sponsor right click on the event located in the ‘All Transactions’ tab and choose delete. Please note if the name is associated with any transactions the system will not allow this record to be deleted.




Page last modified on May 17, 2013, at 12:46 PM