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38.3. Completing the Form 497 - Contributions Made
This help documentation will show the data entry required to populate all sections of the CA 497 report Contribution(s) Made 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) Made section begins on page 8.
Adding A Transaction
Add a transaction to the Contribution(s) Made by creating a new transaction, either from the Register, the donor's record, or the Financial drop-down menu. Valid transaction types for the Contribution(s) Made are: Expense. Valid reporting codes for the transaction are: CTB, IKD, IND, and MBR.
a: Date Made
The date the contribution was made 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 Recipient
The name of the recipient is entered in the Vendor field of the transaction record. The recipient's name and address pull to the report as they are entered in the recipient's record. See below for a screenshot.
c: Candidate and Office or Measure and Jurisdiction
The candidate or committee being supported is entered in the Support/Oppose field of the transaction record. Either the Support or the Oppose button must also be selected. The name of the candidate and their office and district, or the ballot measure number or letter and jurisdiction, or the name of the committee, pull to the report as they are entered in the selected record. See below for a screenshot of the Support/Oppose section of the transaction record.
d: Amount of Contribution
The amount of the contribution is entered in the Amount field of the transaction record. See below for a screenshot.
e: Date of Election
The date of the election pulls based on the election period selected from the Election Period drop-down menu of the transaction record. See below for a screenshot.