Add New Or Modify Disbursements

To enter a Disbursement of money to an individual, PAC or other groups, a report/campaign statement must first be created. Once a report is created and selected from the Reports tab the Summary Page & Data Entry screen will become activated as shown below:

  1. Under the View menu select the Summary Page & Data Entry option.
  2. Double click the Add New to add a new disbursements as seen below.
  1. Select the name of the individual, PAC or group from the drop down list. If you have not yet created a name record, selecting Add New Name button will prompt a new name information window to allow you to create the name record.
  2. Add the date, amount and description of the disbursement.
  3. If the expenditure was spent for a fund raising event held by your committee, click the Fund Raising Event drop down to select the appropriate event.

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




Page last modified on April 19, 2013, at 01:46 PM