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38.2. Completing the Form 497 - Contributions Received

This help documentation will show the data entry required to populate all sections of the CA 497 Contribution(s) Received section in Campaign Manager. If you'd like some additional information about this report please take a look at the FPPC's guidelines for the 497. The Contribution(s) Received section begins on page 7.

 

 

Adding A Transaction

Add a transaction to the Contribution(s) Received section by creating a new transaction, either from the Register, the donor's record, or the Financial drop-down menu. Valid transaction types for Schedule A are: Contribution, In-Kind, Loan Received, and Loan Received Forgiveness.

a: Date Received

The date the contribution was received is entered in the Date field of the transaction record. See below for a screenshot of this field.

b: Full Name, Street Address and Zip Code of Contributor

The name of the contributor is entered in the Contributor field of the transaction record. The contributor's name and address pull to the report as they are entered in the contributor's record. See below for a screenshot.

c: Contributor Code

The contributor code is selected based on the record type of the contributor selected (i.e., "Individual," "Organization," or "Committee") and the type of committee, if applicable.

d: If an Individual, Enter Occupation and Employer

When the contributor is an individual, the contributor's occupation and employer pull based on the information entered in the selected contributor's record.

e: Amount Received

The amount of the contribution is entered in the Amount field of the transaction record. See below for a screenshot.