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42.8. Data Entry for Independent Expenditures Disseminated in a Prior Period

Below are the data entry steps you'll want to take in situations like these where an IE is disseminated in one period but not paid until a subsequent period. Following these steps will ensure that your IE's properly pull to your reports correctly:

• to the Form 3X report as both an unpaid bill and a memo on schedule,
• to the 48 hour report as memos,
• and to the Form 3X for the later period once it is paid off, on both schedule E and schedule D.

Data Entry Steps:

1. Create a new disbursement with the type/subtype set to Debt/Owed By The Committee. The date on this entry should be the date of dissemination. Save and close the transaction.
2. Create a new disbursement with the type/subtype set to Independent Expenditure/Estimate (Memo). The date on this entry should be date of dissemination, and the Support box should be checked off. Click save.
3. Next, on that same entry, link it to the Debt/Owed By The Committee disbursement from #1 using the “Add Transaction Links” tab and add the candidate using the “Candidate Information” tab. Save and close the transaction.
4. Create a new disbursement with the type/subtype set to Independent Expenditure/Payment. This entry should also have the date set to the payment date, the “Ind Exp Paid (Y/N)” checked Y, the “Ind Exp Payment Date” set to the same payment date, and the Support box checked. Click Save.
5. Finally, link this transaction to the original Debt//Owed By The Committee from #1 using the “Add Transaction Links” tab and add the candidate using the “Candidate Information” tab. Save and close the transaction.