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37.10. Completing the Form 460 Schedule E (Payments Made)

This help documentation will show the data entry required to populate all sections of the CA 460 report Schedule E in Campaign Manager. If you'd like some additional information about this report please take a look at the FPPC's guidelines for the Form 460. The Schedule E information begins on page 36.

 

 

Adding A Transaction

Add a transaction to Schedule A by creating a new transaction, either from the Register, the payee's record, or the Financial drop-down menu. Valid transaction types for Schedule E are: Expense, Bill Payment.

(Note: Bill Payments are not added independently. Instead, they are added through Unpaid Bills. Find and edit the unpaid bill transaction that is being paid off, select Linking, then Unpaid Bill History, then complete the New Bill Payment sub-section. For more information on Unpaid Bills, see Completing the Form 460 Schedule F (Accrued Expenses/Unpaid Bills).)

Section 1: Name and Address of Payee

The name of the payee is entered in the Vendor field of the transaction record. The payee's name and address pull to the report as they are entered in the payee's record. See below for a screenshot.

Section 2: Code or Description of Payment

The payment code is selected from the Reporting Code drop-down menu in the transaction record. If a description of the payment needs to be entered, it should be entered in the Reporting Description field of the transaction record. See below for a screenshot.

Section 3: Amount Paid

The amount of the payment is entered in the Amount field of the transaction record. See below for a screenshot.

Section 4: Schedule E Summary

This is a summary of all transactions in the Schedule. It generates automatically.