Table of Contents
- Getting Started
- Software Download and Install
- MERTS Menu Functions
- Setting Up a Committee
- MERTS File Extension
- Add New or Modify Names
- Importing Names
- Exporting Names
- Add New or Modify Reports
- Importing Transactions
- Exporting Transactions
- Add New or Modify Election Cycle
- Add New or Modify Fund Raiser
- Add New or Modify Direct Contributions
- Add New or Modify Other Receipts
- Add New or Modify In-Kind Contributions
- Add New or Modify Direct Expenditures
Please leave double-percent markup in above line, it works around a traillist bug PITS#01119
- Add New or Modify GOTV Expenditures
- Add New or Modify In Kind Expenditures
- Incidental Office Expenses (Disbursements)
- Direct and In-Kind Loans Owed BY the Committee
- Expected Refunds and Rebates Owed To the Committee
- Outstanding Invoices Owed BY the Committee
- Add New or Modify Payments to Debts or Loans
- Contribution Limits
- View and Print Campaign Report
- All Transactions Tab
- Run, View and Print Validation Report
- Closing, Adding Treasurer and Uploading Report
- Amending a Campaign Report
- Backing up and Restoring Files
Need help determining what type of transaction to enter?
The report/campaign statement must be closed in order for it to be submitted electronically. Once a report/campaign statement has been closed it can not be unclosed without the assistance of technical support. Corrections made after a report/campaign statement has been closed must be submitted as an amendment.
To close the report/campaign statement, follow the steps below:
- Select the Reports tab, then select the specific report/campaign statement that is to be electronically filed and right click to select Close Report.
- Enter the date closed.
Add Treasurer to Cover Page
- Select the appropriate treasurer and/or a record keeper name from the drop down listing.
- Indicate if the campaign statement is being “signed” (authorized) by the treasurer or record keeper. (Note: If the candidate serves as the treasurer, the treasurer designation is to be selected.)
- Once this process is complete a lock icon will appear for the specified report.
Uploading a Report
Once a report/campaign statement has been closed it is now ready for submitting electronically over the Internet or via disk.
To file electronically follow the steps below:
- Select the Upload icon on the toolbar or select the File menu then select Upload to begin the uploading process.
- When the settings screen is presented the first step to be completed is the entry of the upload screen.
- Enter the unique upload password assigned to the committee. Please note the password should be entered in all capital letters as it is case sensitive. To obtain a password or if a new password is select the link “Get a New Password”.
- Enter the committee identification number.
- Enter the committees email address to receive a confirmation of the report being received.
- Enter the committees email address a second time for verification.
- Select the filing method as Internet.
- Select Ok to run the report/campaign statement through the validation.
- Once the filing has been received a confirmation message and a sequence number will be emailed to the email address provided. Save the sequence number to document the successful uploading of the report/campaign statement.
If having difficulty filing electronically due to trouble with the Internet or firewall, another alternative would be to upload onto a disk and mail to the Bureau of Elections. To file on disk follow the steps below:
- Under the File menu select Upload to begin the uploading process.
- Select Disk from the bottom of the upload screen.
- Select the appropriate drive and insert a blank disk.
- An onscreen message will be received to indicate either the campaign statement has been successfully loaded to the disk or it failed to load. If after several unsuccessful attempts contact the MERTS helpdesk for further assistance.
- Properly label the disk and mail to the Bureau of Elections.