Add New Or Modify Direct Expenditures

To enter a direct expenditure of money a report/campaign statement must first be created. Once a report/campaign statement is created and selected from the Reports tab the Summary Page & Data Entry screen will become activated as shown below:

MERTS Step-by-Step for Direct Expenditures Video

1. Under the View menu select the Summary Page & Data Entry option.
2. Double click the Add New on line 8 to add a new expenditure as seen below.

3. Select the name from the drop down list. If a name record has not been created select the Add New Name button to prompt a new “Name Information” window to create the name record.
4. Continue to add the date, amount and description of the expenditure made.
5. 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.

Additional information for selecting Campaigns:

• Once an expense is reported to a Candidate Committee or Ballot Proposal their Campaign information is also required.
• Select the correct Campaign from the drop down list.

For help creating a Campaign see Add New or Modify Campaigns for further instructions.

Functions

• Select view PACs only to only display Independent and Political (PAC) committees in the name drop down list.
• Select Add New 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.

Additional Features

• 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 the transaction from the amended campaign statement. The original transaction will continue to show in the ‘All Transactions’ tab as a shaded item.