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68.1. Completing the R1 Schedule A

This help documentation will show the data entry required to populate all sections of the NJ R1 report Schedule A. See below for screenshots showing where each of these fields is located.

Adding a Transaction

To get a contribution onto Schedule A you'll need to create a new receipt in 360. You can do this by going to File > New Receipt, or you can go to the donor's record and add the receipt from there. The transaction MUST have the below fields set appropriately:

"Type" = "Contribution"
"Subtype" = "Cash", "Check" or "Credit Card"

Contributor Name

This field is populated with whatever record you specify in the "Contributor" field of the receipt.

Contributor Address

These fields are populated with the address saved to the contributor's record in 360.

Employer Name and Occupation

These fields are populated with whatever data you've entered into the "Employer" and "Occupation" fields of the contributor's record in 360.

Employer Address

These fields are populated with the address saved to the EMPLOYER'S record in 360. This information does not come from the contributor's record but the employer's record.

Date(s) Received

This field is populated by the date saved in the "Date" field of the receipt.

Amount(s) Received This Period

This field is populated by the amount saved in the "Amount" field of the receipt.

The "Check If Currency" Box

To mark this box, set the "Subtype" on the receipt to "Cash". To leave this box unmarked, set the "Subtype" to either "Check" or "Credit Card".