Adding/Updating an Expenditure

Click the expenditures tab.

The Expenditure Administration page is displayed.

Perform one of the following:

To...

Then...

Add an expenditure...

In the Expenditure History - 10 most recent Expenditures section, click the add button.

The Expenditure Entry page is displayed.

Modify an expenditure...

In the Expenditure History - 10 most recent Expenditures section, click the update link in the data grid for the expenditure you want to modify.

The Expenditure Update page is displayed.

Notes:

The fields displayed on the Expenditure Entry page are based on the disbursement type you selected.
Required fields are indicated by an asterisk * to the right of the label and must be completed.

In the Expenditure section, perform the following:

1. Select the type of disbursement from the disbursement type drop-down list box.

1. Select how the funds were spent from the expenditure type drop-down list box.

1. Type the date the expenditure occurred in the expenditure date field.

1. Select how payment was made from the payment type drop-down list box.

1. Type the dollar amount of the expenditure in the expenditure amount field.

1. If desired, type a reference number for your use in the account/reference number field (e.g., account number, check number).

1. If the disbursement is for an electioneering communication and/or an independent expenditure, perform the following:

If...	Then...
The expenditure is for an electioneering communication...	Select the yes radio button.
The expenditure is for a reportable independent expenditure...	Select the independent expenditure radio button.

Note: Some expenditures may be reportable as an Electioneering Communication and/or an Independent Expenditure. Click the click here for info about electioneering Communications link and the click here for info about independent expenditures link to determine if you have a reportable Electioneering Communication or Independent Expenditure.

1. Type an explanation of the expenditure in the explanation field if you selected other as the expenditure type or if the information is otherwise required.

1. If you want the system to retain the expenditure information for the next expenditure entry, select the lock expenditure info check box.

1. For EDI filers, type an external reference ID in the external reference id field.

If the Payee section is displayed, perform the following to assign a Payee to the expenditure:

1. Select the Payee type from the payee type drop-down list box.

1. Enter search criteria into one or more fields to search for a Payee.

1. Click the search button.

If...

Then...

One or more records match the search criteria...

The search results are displayed in the Search Results data grid.

Perform one of the following:

If...	Then...
The Payee is an individual...	Click the link in the Payee Name column of the data grid for the Payee you want to assign to the expenditure.
If the Payee is not an individual...	Click the link in the Committee Name column of the data grid for the Payee you want to assign to the expenditure.

The Payee fields are populated with the Payee's information.

If you want to modify the Payee's information, click the edit payee information link and complete the fields in the Payee Information section as instructed below.

If no records match the specified search criteria...

The system displays a message indicating no matching records were found.

To...	Then...
Perform another search...	Click the clear payee button to clear the search criteria and perform another search.
Add the Payee to the system...	Complete the fields in the Payee Information section as instructed below. Once you click save, the Payee's information will be available for future Payee searches when entering expenditures.

1. If you are adding a new Payee to the system or you want to modify an existing Payee's information, perform the following:

1. 1. Type the Payee's name prefix in the prefix field (e.g., Mr., Mrs.).

1. 1. Type the Payee's first name in the first name field.

1. 1. Type the Payee's middle initial in the mi field.

1. 1. Type the Payee's last name in the last name field.

1. 1. Type the Payee's name suffix in the suffix field (e.g., Jr., Sr.).

1. 1. Type the first and second lines of the Payee's address in the address field.

1. 1. Type the Payee's city in the city field.

1. 1. Type the Payee's state or Canadian province in the state field.

1. 1. Type the Payee's ZIP code or Canadian postal code in the zip field.

1. 1. To retain the Payee information for the next expenditure entry, select the lock payee info check box.

1. 1. If you are updating an existing Payee's information, click the update payee button to save the Payee's information.

If the expenditure is a reportable independent expenditure, perform the following:

1. Click the next button after completing the Expenditure and Payee sections of the Expenditure Entry page.

Additional fields are displayed.

1. In the Candidates Associated to this Expenditure section, perform the following to search for and associate a Candidate to the expenditure:

- 1. Type the Candidate's first name in the candidate first name field.

- 1. Type the Candidate's last name in the last name field.

- 1. Select the Candidate's party from the candidate party drop-down list box.

- 1. Click the search button.

If...

Then...

One or more records match the search criteria...

The search results are displayed in the Search Results data grid.

Perform one of the following:

If...

Then...

The Candidate is supported...

Click the support link for the Candidate you want to include in the report.

The Candidate is displayed in the List of Candidates Associated to this Expenditure data grid.

The Candidate is opposed...

Click the oppose link for the Candidate you want to include in the report.

The Candidate is displayed in the List of Candidates Associated to this Expenditure data grid.

No records match the search criteria...

A message is displayed indicating no matching records were found. You can perform another search or manually enter the Candidate's information.

To manually enter the Candidate's information, perform the following:

Type the Candidate's first name in the candidate first name field.

Type the Candidate's last name in the last name field.

Select the Candidate's jurisdiction from the candidate jurisdiction drop-down list box.

Type the year the Candidate's is running for office in the election year field.

Select the Candidate's office from the candidate office drop-down list box.

Select the Candidate's district from the candidate district drop-down list box.

Select the Candidate's party from the candidate party drop-down list box.

Perform one of the following:

If...

Then...

The Candidate is supported...

Click the support button.

The Candidate is displayed in the List of Candidates Associated to this Expenditure data grid.

The Candidate is opposed...

Click the oppose button.

The Candidate is displayed in the List of Candidates Associated to this Expenditure data grid.

1. Perform one of the following:

To...	Then...
Save the information...	Click the save button to save the expenditure.
Return to the previous page...	Click the return to previous page button.

If the expenditure is for an electioneering communication, perform the following:

1. Click the next button after completing the Expenditure and Payee sections of the Expenditure Entry page.

Additional fields are displayed.

1. In the Electioneering Communications section, perform the following:

- 1. Type the date(s) of communication in the dates of communication field.

- 1. Select the communication method from the method of communication drop-down list box.

- 1. If the expenditure is for an electioneering communication and a reportable independent expenditure, type the text or main points of the communication in the text or main points of communication field.

1. In the Candidates Associated to this Expenditure section, perform the following to search for and associate a Candidate to the expenditure:

- 1. Type the Candidate's first name in the candidate first name field.

- 1. Type the Candidate's last name in the last name field.

- 1. Select the Candidate's party from the candidate party drop-down list box.

- 1. Click the search button.

If...

Then...

One or more records match the search criteria...

The search results are displayed in the Search Results data grid.

To add the expenditure to the report, click the add to report button.

No records match the search criteria...

A message is displayed indicating no matching records were found. You can perform another search or manually enter the Candidate's information.

To manually enter the Candidate's information, perform the following:

Type the Candidate's first name in the candidate first name field.

Type the Candidate's last name in the last name field.

Select the Candidate's jurisdiction from the candidate jurisdiction drop-down list box.

Type the year the Candidate is running for office in the election year field.

Select the Candidate's office from the candidate office drop-down list box.

Select the Candidate's district from the candidate district drop-down list box.

Select the Candidate's party from the candidate party drop-down list box.

To add the expenditure to the report, click the add to report button.

1. Perform one of the following:

To...	Then...
Save the information...	Click the save button to save the expenditure.
Return to the previous page...	Click the return to previous page button.

If the expenditure is not for an electioneering communication or a reportable independent expenditure, click the save button to save the expenditure.

Notes:

The fields displayed on the Expenditure Entry page are based on the disbursement type you selected.
If you update an expenditure that has already been filed on a report, you will be prompted to file an Amendment Report.
Required fields are indicated by an asterisk * to the right of the label and must be completed.

In the Expenditure section, modify the information as necessary.

If the Payee section is displayed and you want to add or select a Payee, perform the following:

1. Select the add or select a different payee for this expenditure radio button.

1. Click the proceed with payee change link.

The Payee demographic fields are displayed in add/search mode.

1. Perform one of the following:

To...

Then...

Search for and associate a Payee that already exists in the system...

Enter search criteria into one or more fields to search for an existing Payee.

Click the search button.

If...

Then...

One or more records match the search criteria...

The search results are displayed in the Search Results data grid.

Click the link in the Payee Name column of the data grid for the Payee you want to assign to the expenditure.

The Payee Information section is populated with the selected Payee's information.

If no records match the specified search criteria...

The system displays a message indicating no matching records were found. You can perform another search or add a new Payee.

Add a new Payee...

Complete the fields in the Payee Information section.

1. Continue adding Payees and/or modifying individual expenditures as necessary.

If the Payee section is displayed and you want to update Payee information, perform the following:

1. Select the update information about this payee radio button.

1. Click the proceed with payee change link.

The Payee demographic fields are displayed in edit mode.

1. Modify the information in the Payee Information section as necessary.

If the expenditure is for an electioneering communication, perform the following:

1. Click the next button.

Additional fields are displayed.

1. In the Candidates Associated to this Expenditure section, perform the following to search for and associate a Candidate to the expenditure:

1. 1. Type the Candidate's first name in the candidate first name field.

1. 1. Type the Candidate's last name in the last name field.

1. 1. Select the Candidate's party from the candidate party drop-down list box.

1. 1. Click the search button.

If...

Then...

One or more records match the search criteria...

The search results are displayed in the Search Results data grid.

Perform one of the following:

If...

Then...

The Candidate is supported...

Click the support link for the Candidate you want to include in the report.

The Candidate is displayed in the List of Candidates Associated to this Expenditure data grid.

The Candidate is opposed...

Click the oppose link for the Candidate you want to include in the report.

The Candidate is displayed in the List of Candidates Associated to this Expenditure data grid.

No records match the search criteria...

A message is displayed indicating no matching records were found. You can perform another search or manually enter the Candidate's information.

To manually enter the Candidate's information, perform the following:

Type the Candidate's first name in the candidate first name field.

Type the Candidate's last name in the last name field.

Select the Candidate's jurisdiction from the candidate jurisdiction drop-down list box.

Type the year the Candidate's is running for office in the election year field.

Select the Candidate's office from the candidate office drop-down list box.

Select the Candidate's district from the candidate district drop-down list box.

Select the Candidate's party from the candidate party drop-down list box.

Perform one of the following:

If...

Then...

The Candidate is supported...

Click the support button.

The Candidate is displayed in the List of Candidates Associated to this Expenditure data grid.

The Candidate is opposed...

Click the oppose button.

The Candidate is displayed in the List of Candidates Associated to this Expenditure data grid.

1. Perform one of the following:

To...	Then...
Save the information...	Click the save button to save the expenditure.
Return to the previous page...	Click the return to previous page button.

If the expenditure is a reportable independent expenditure, perform the following:

1. Click the next button.

Additional fields are displayed.

1. In the Electioneering Communications section, perform the following as necessary:

1. 1. Type the date(s) of communication in the dates of communication field.

1. 1. Select the communication method from the method of communication drop-down list box.

1. 1. If the expenditure is for an electioneering communication and a reportable expenditure, type the text or main points of the communication in the text or main points of communication field.

1. In the Candidates Associated to this Expenditure section, perform the following to search for and associate a Candidate to the expenditure:

1. 1. Type the Candidate's first name in the candidate first name field.

1. 1. Type the Candidate's last name in the last name field.

1. 1. Select the Candidate's party from the candidate party drop-down list box.

1. 1. Click the search button.

If...

Then...

One or more records match the search criteria...

The search results are displayed in the Search Results data grid.

To add the expenditure to the report, click the add to report button.

No records match the search criteria...

A message is displayed indicating no matching records were found. You can perform another search or manually enter the Candidate's information.

To manually enter the Candidate's information, perform the following:

Type the Candidate's first name in the candidate first name field.

Type the Candidate's last name in the last name field.

Select the Candidate's jurisdiction from the candidate jurisdiction drop-down list box.

Type the year the Candidate is running for office in the election year field.

Select the Candidate's office from the candidate office drop-down list box.

Select the Candidate's district from the candidate district drop-down list box.

Select the Candidate's party from the candidate party drop-down list box.

To add the expenditure to the report, click the add to report button.

1. Perform one of the following:

To...	Then...
Save the information...	Click the save button to save the expenditure.
Return to the previous page...	Click the return to previous page button.

If the expenditure is not for an electioneering communication or a reportable independent expenditure, click the save button to save the expenditure and any Payee changes.

Adding/Updating an Expenditure

Tasks