Home → Campaign Manager → Financial - Transactions → Contributions to Third Parties
10.4. Contributions to Third Parties
There are three ways to manually add a Contribution to a Third Party:
1. From the Register
2. From the contributor's record
3. From Batches/Deposits
1. Adding a Third Party Contribution from the Register
Hover your mouse cursor over the Financial tab, then click on Third Party Contrib.:
This will open up a new Third Party Contribution. Fill in all applicable fields. Contributor, Amount, Date, and Third Party Recipient fields are the minimum required in order for a Third Party Contribution to save.
Descriptions of Fields in a New Third Party Contribution:
Contributor* - Name of entity making contribution *Required Fields
Amount* - Monetary amount of contribution
Date* - MM/DD/YYYY format of contribution date
Internal Memo - Internal tracking field
Third Party Recipient* - Name of third-party entity who received the contribution
Election Period - Choose election period
Batch - Optional tracking feature used to group together transactions
Event - Select Event, if the contribution is associated with Event set up in our event builder
Force Itemize check box - Check to force the contribution to pull to compliance report
Force Unitemize check box - Check to force the contribution not to pull to compliance report
Save Buttons
Save - This saves the new contribution and keeps the screen open
Save/Close - Saves the new contribution, closes out the window and returns your screen to the main Register
Save/Next - This saves the contribution, then opens up a subsequent new contribution. Several fields are what we refer to as sticky, so they'll auto-fill into the new contribution so you won't need to re-select them.
2. Adding a Third Party Contribution from a Contributor Record
Use the Contacts search or Search Records bar to pull up an existing record or create a new record. From the record's profile page, follow the steps in the screenshot below:
1. Click on the Transactions tab.
2. Click New Transaction.
3. Select Third Party Contrib.
You'll see a new Third Party Contribution open up. Since you are adding the Third Party Contribution from a record's profile page, the Contributor field will automatically populate that record's name. Fill in the Amount, Date, Third Party Recipient and any other applicable fields, then choose a save button.
3. Adding a Contribution from Batches/Deposits
See our Help File here on Batches/Deposits. Batches allow you to group together financial transactions. You can easily bulk edit the entire batch of transactions, or easily pull a list of all the transactions in that batch.
To add a new Third Party Contribution from a Batch, first pull up the Batches/Deposits screen by hovering your mouse cursor over the Financial tab, then by clicking on Batches/Deposits:
To add a new contribution to an existing batch, follow the steps pictured in the screenshot below:
1. Click the Batch tab.
2. Choose the existing from the list on the left-hand side.
3. Click the New Transaction button.
4. Click Contribution to Third Party.
This will open up a new Third Party Contribution. Fill in the Contributor name, Amount, and Date, Third Party Recipient and any other applicable fields, then choose a save button.
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Importing:
*Third Party Contributions cannot be selected as a receipt type in Import Manager, but you can import them as regular contributions into a batch; then email Support at support@aristotle.com and ask that the batch of receipts be converted to Third Party Contributions on the back-end, which we can have our data team perform for you.