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37.3. My Committee has a new treasurer - how do I update that within AI360?

Changing Treasurer

To update the individual that appears on your reports as your treasurer, you'll need to take the following steps:

1. Create a record profile for the new treasurer, if you don't already have one for them. 
2. Go to Settings > Filing Committees.
3. Click on the name of the committee you need to change the treasurer for.
4. Expand the Committee Staff section. From here, you can click the red X button to remove any staff you no longer need to keep linked to the filing committee (such as the previous treasurer.
5. Click the Add Staff button.
6. Use the fields to search for your record. Click the Select button next to the record you want to use.
7. Fill out the fields on the Adding Contact window. One of these fields is the Contact Type, which you'll want to set to Treasurer. Note that the End Date is optional, so it can be left blank, but the others must be filled in.
8. Click the Add button.

Once you complete that process, the newly added individual will appear on reports generated going forward.

Additional Notes

- Changes made to the committee staff section of the filing committee page applies to the Form 1, as well as other FEC forms that pull the name of the committee's treasurer, such as the Forms 3 and 3X, etc.

- If you are attempting to amend a Form 1 report that needs to include other individuals, such as a custodian of records or an assistant treasurer, those are added to the committee staff section of the filing committee page as well. The steps to do so are nearly identical, with only difference in the process being step 7 listed above; instead of selecting Treasurer for the Contact Type, you would just select the desired position.