Table of Contents
- Introduction
- 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 Campaigns
- Add New or Modify Direct Expenditures
- Add New or Modify GOTV Expenditures
- Add New or Modify In-Kind Expenditures
- Add New or Modify Independent Expenditures
- Add New or Modify Disbursements
- Add New or Modify Loans Owed BY the Committee
- Add New or Modify Debts Owed TO the Committee
- Add New or Modify Debts Owed BY the Committee
- Add New or Modify Payments to Debts or Loans
- Contribution and Expenditure 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
 "Show rightbar")
To add a fund raising event held by the committee, follow the steps as shown below.
Note: Does not apply in the Political Party module.
- Select the Fund Raiser icon on the toolbar
or Edit and then New Fund Raiser.
- Enter the date, and the number of attendees.
- Enter the name of the event in the Name/Address 1 for display in the drop down list.
- 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.
