Outgoing Committee Expenses Transaction Guide

Welcome to the instructional video for using the MERTS Transaction Guide Outgoing Committee Expenses.

MERTS Step-by-Step for Adding Direct Expenditures Video

MERTS Step-by-Step for Adding Direct Expenditures Video

First select the appropriate report from the Reports Tab.

Select the Transaction Guide icon from the toolbar.

Examples of outgoing transactions are; expenditures using committee funds, goods and services donated by the committee, and facilities donated by the committee at no cost.

MERTS now provides a Transaction Guide to help you to determing the transaction type to fit your committee’s needs. Examples of outgoing committee expenses.

To begin:

First select the appropriate report from the Reports Tab.

Select the Transaction Guide icon from the toolbar.

The guide will ask you a series of questions to determine what type of trsnaction you would like to enter.

The first question is: Are you paying for something in full? The only time the answer will be no to this question is if you are entering partial payment on an outstanding debt.

Select No to begin entering a Direct Expenditure.

Select Yes to create an outstanding debt.

The next question is; Was this a committee fundraiser expense? If the answer is yes, you will be prompted to select your fundraiser or add a new event.

Select No to continue.

The next question is; Was this an incidental office expense? Incidental office expenses are only to be entered if the candidate is currently holding office and is making an expenditure incidental to holding office, such as paying office rent.

Select No to continue.

The next question is; Was this a Get out the vote expenditure? Get out the vote expenditures include busing voters to the polls, slate cards and poll workers.

Select No to continue.

The next question is; Was this an In-Kind expenditure? In kind expenditures are very rare. An example is the committee donating a committee purchased computer to an organization.

Select No to continue.

You will receive a confirmation screen informing you that based on your answers you have are now entering a Direct Expenditure. In the future you can skip the series of questions by selecting Direct Expenditure from the main Transaction Guide screen.

Select Yes to continue.

Once all required fields have been entered, the following options will become available:

  • 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.
  • 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 July 12, 2012, at 12:06 PM