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27.1. How Do I Get JFC Memos to Pull to the Form 6?
To begin, the record for the JFC must be set up with its committee type set as Authorized Committee. It must also be linked to the filing committee as a Joint Fundraising Rep. This can be done in the Connections tab of the record by following the instructions found here.
Once that has been complete, you'll need to take the following steps to ensure that the memos pull to the Form 6:
- Create a contribution saved to the JFC's record.
- On that entry, make sure the Transfer box is checked.
- Go to Linking > JFC Partnerships. Here, you can add all the memos needed. Save the entire transaction once all the memos have been added.
When you then go to generate the Form 6, it should pull the memos as needed.
Note: The Form 6 start date and end date should differ, sometimes transactions will be omitted from the transaction list if the start date and end date are the same day. For example- if you're filing for transactions dated 10/31, make the start date 10/31 and the end date 11/1.