Receipts

Adding Receipts
Modifying Receipts
Deleting Receipts
Searching Receipts
Printing Receipts List
Exporting Receipts
Repeat Receipt Entry
Entering Lump Sum Receipts
Entering Other Receipts
Entering In-Kind Contributions (Received)
Entering a Loan Received


Adding Receipts

If the contributor is not already in the Entities List, you must add them before entering the contribution.
1. Click the Receipts icon Receipts.
2. Enter the receipt information under the Receipt Detail tab on the bottom of the page. In the Receipt Type field, select the type using the drop down box. Enter the date, amount, and check number if applicable.
3. In the Received From field, type the last name or business name of the contributor, click on the contributor's name once it appears.
4. If the contribution is an "In-Kind" or "Other Receipt", enter a description.
5. Click Save.* The transaction will appear in the top list of Receipts on the top portion of the page.

* If the date of the receipt fell in a prior reporting period, a warning will appear stating that the transaction may trigger an amendment report. Click Yes to confirm the date entered. This may trigger an amended report for that period.

Modifying Receipts


1. Click the Receipts icon Receipts.
2. Select/highlight the receipt to be changed.
3. Perform changes in the �Receipt Detail� tab; click Save*.The changes will appear in the list of Receipts on the top portion of the page.


* If the date of the receipt that is modified fell in a prior reporting period, a warning will appear stating that the transaction may trigger an amendment report. Click Yes to confirm the date entered. This may trigger an amended report for that period.

Deleting Receipts
1. Click the Receipts icon Receipts.
2. Select/highlight the receipt to be deleted.
3. Click Edit in the top menu; click Delete Receipt. You may also click the Delete button on the bottom of the page.
4. On the next screen, a warning �Are you sure you want to permanently delete this Receipt from�� will appear. Click �Delete� to delete the receipt and �Cancel� to return to the Receipts Screen

Searching Receipts
Quick Receipt Search
Advanced Receipt Search

Quick Receipt Search
To quickly find an entity to select, modify or delete, follow these steps:
1. Click the Home icon Home.
2. Click the Receipts icon Receipts.
3. Enable the search by clicking Enable Filter.
4. Using the blank fields on the top of the Receipts window, type in your search criteria:
Quick Receipts Search
5. Click Filter located to the right of the search box to perform the search. The results will be located below the search box.
6. Click Clear located at the right of the search box to clear your search and restore all Receipts.

Advanced Receipt Search
1. Click the Home icon Home.
2. Click the Receipts icon Receipts.
3. On the top menu, click Search, then Search Receipts. (You can also click the Search icon Search located in the top left of the screen.) 4. Enter specific search criteria using the Receipt, Contributor, and Vendor tabs, click Search on the bottom of the page. You may title the search results by using the Title of Search Result field. (Note � to display the entire receipt list; perform a search leaving all the fields blank). 5. Your search Results will be displayed. On the top menu click Search to access the print and export list options.

Printing Receipts List

1. Perform a Receipts Search.
2. On the top menu of the �Search Receipts Results� page click Search, click Print and choose Print Entity List. The list will be formatted into an Adobe .pdf document on a separate window.
3. On the .pdf viewer click the Print icon Print.

Exporting Receipts

1. Perform a Receipts Search.
2. In the top menu, click Search, click Export.
3. The "Export Receipts" page appears. In the "Data Selection" choose from All data fields or Name, address, date and amount only options. �Format Selection� box choose from the Comma-delimited text (.txt) or Extensible markup language, click Export.
Comma � delimited (txt) � Organizes data in a list as a Text Document in .txt format. A comma-delimited text file surrounds each item of data with quotes and ends each record with a carriage-return/ line feed. These files may be opened using Notepad or WordPad and may also be imported into Word, Excel and Access.
Extensible markup language � Organizes date in a list in .xml format. XML is a readable format that consists of an XML document. XML files may be opened in a browser (Internet Explorer) and may be imported into Word, Excel, and Access.
4. After clicking Export a �File Download� window will appear. You may open or save the file to your computer to use in other programs.

Repeat Receipt Entry

Used to enter several of the same type of receipts.

1. To enter the first receipt, click the Receipts icon Receipts.
2. Click the Repeat Entry icon Repeat Entry.
3. Enter receipt information; click Save.
4. The information entered in the � Receipt Type�, �Date� and �Amount� fields will remain in the �Receipt Detail� Tab. The �Received From� and �Check #� fields will be blank.
5. To enter the next receipt, enter a new contributor by typing the last name or business name of the contributor in the �Received From� field.
6. Enter the �Date� and �Check #� if applicable.
7. Click Save to enter the repeated entry
8. Continue entering the repeat receipts as necessary.
9. When all repeated receipts are entered, click the Repeat Entry icon Repeat Entry to disable this feature and click Clear Form to reset all fields.

Entering Lump Sum Receipts

To enter a lump sum contribution, you need to create a new entity using the entity type of �Lump sum receipt, fundraiser, lump sum expenditure�. This entity will be used for all lump sum transactions during the course of reporting. If an entity for the lump sum receipt is already entered in the program, go to step 5.
1. Click the Entities icon Entity.
2. In the �Details� tab, in the �Type� field select �Lump sum, receipt, fundraiser, lump sum expenditure�.
3. In the �Last Name/ Business� field enter a name to identify this entry as a lump sum.  For example, "Lump sum receipt".  This information is for internal records and will not appear on the report.
4. Click Save
5. Click the Receipts icon Receipts.
6. In the Receipt Type field, select the type using the drop down box.
7. Enter the date and total amount of the lump sum.
8. In the Received From field, type the name that you just created for the lump sum receipt, click on the name when it appears.
9. Click Save.

Entering Other Receipts
1. Click the Receipts icon Receipts.
2. In the Receipt Type field select Other Receipt using the drop down box.
    Enter the date, amount, and check number if applicable.
3. In the Received From field, type the last name or business name of the contributor, click on the contributor�s name once it appears.
4. In the Description field type in or select the description using the drop down box. You may also type a more specific description in this field.
5. Click Save.

Entering In-Kind Contributions (Received)

NOTE: If the In-Kind contribution is $1000 or more a Schedule A-1 Report may be triggered. See .Schedule A-1 for instructions.
1. Click the Receipts icon Receipts.
2. In the Receipt Type field, select In-Kind Contribution using the drop down box, enter the date, and amount.
3. In the Received From field, type the last name or business name of the contributor, click on the contributor's name once it appears.
4. In the Description field, type in or select the description using the drop down box. You may also type a more specific description in this field.
5. In the Select Vendor From field, type the last name or business name of the vendor, click on the vendor's name once it appears.
6. Click Save.

Entering Loan Received

Entering Loan Endorsers
Removing Loan Endorsers

Loans are funds received by the political committee with an obligation or expectation of repayment.

NOTE: If the loan is for $1,000 or more a Schedule A-1 Report may be triggered. See .Schedule A-1 for instructions.

1. If you have not already done so, enter the contributor's name as an Entity.
2. Click the Receipts icon Receipts.
3. In the Receipt Type field, select Loan Received using the drop down box.
4. Enter the date, amount of the loan, and check number if applicable.
5. Enter the Loan Endorsers if applicable. See Loan Endorsers for instructions.
6. 6. In the Select Lender field, type the last name or business name of the contributor, click on the contributor's name once it appears.
7. Two entries related to the loan appears on the report: Schedule A, Part 3 - Loans Received (includes endorser/guarantor information) and Schedule C - Debts and Obligations.

Entering Loan Endorsers

1. If you have not already done so, enter the endorser's name as an Entity.
2. Enter the Loan and in the �Receipt Detail� tab, click Loan Endorsers. to the right of the Receipt Type field. The �Endorsers� page appears.
3. In the �Endorser� field, type the last name or business name of the endorser, click on the endorser�s name once it appears.
4. Enter the amount they are endorsing, click Save.
5. If multiple entities endorsed the loan then click Endorser and add entities as needed, click Save, click Finished � Return to Receipts button, click Save.

    Note: Endorsed amounts must equal the total amount loaned.

Remove Loan Endorsers
1. Click the Receipts icon Receipts.
2. Select/highlight the loan transaction.
3. In the �Receipt Details� tab click Loan Endorsers.
4. On the �Endorser� window, click on the name of the endorser, and click Delete on the bottom of the form.
5. Click Finished � Return to Receipts.