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84.7. Reporting Transactions on Schedule F

Schedule F on the New York State Report Covers Expenditure/Payments.

 

1 - Name and address of the record. This can be changed by searching for the record using the search bar and editing the information.

2 - Date / Amount / Purpose Code / Transaction Description. This transaction can be changed by searching for the Record the transaction is associated with then going to the transaction tab. Here you can open up the transaction and edit the information.

3 - Election year / Filer ID / Statement Period Dates. The Election year and Statement Periods are generated from the criteria page before generating the report. The Filer ID comes from the filing committee record.

4 - Memo for the parent transaction. This can be found by opening the parent transaction then using the Sub-Vendor Tab to Edit the memo transaction. 

5 - Expenditure Purpose Codes. Key for the purpose code that shows on the transaction. This can be changed by going into the transaction and using the drop down to select the correct code.