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37.5. Completing the Form 460 Schedule B, Part 1 (Loans Received)

This help documentation will show the data entry required to populate all sections of the CA 460 report Schedule B - Part 1 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 B Part 1 information begins on page 17.

Adding A Transaction

Add a transaction to Schedule B by creating a new transaction, either from the Register, the donor's record, or the Financial drop-down menu. Valid transaction types for Schedule B are: Loan Received.

Section 1: Full Name, Street Address and Zip Code of Lender

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

Section 2: If an Individual, Enter Occupation and Employer

When the lender is an individual, the lender's occupation and employer pull based on the information entered in the selected lender's record.

Section a: Outstanding Balance Beginning This Period

If the date entered in the Date field of the transaction record is before the start of the report period, this column will display the amount entered in the Amount field of the transaction record, less any loan payments made or forgiveness received before the start of the report period. See below for a screenshot.

Section b: Amount Received This Period

If the date entered in the Date field of the transaction record is during the report period, this column will display the amount entered in the Amount field of the transaction record. See below for a screenshot.

Section c: Amount Paid or Forgiven This Period

The total amount of the loan that was repaid or forgiven during the report period displays here. To enter a loan repayment or forgiveness, take the following steps:

c-1: In the transaction record, click Linking.
c-2: Select Loan History.
c-3: Select either Repayment, Forgiveness, or 3rd Party Repayment.
c-4: Enter the Amount, Date, and 3rd Party Name (if applicable) in the fields provided, then click Add.

See below for a screenshot of these steps.

Section d: Outstanding Balance at Close of This Period

This column displays the amount entered in the Amount field of the transaction record, less any loan payments made or forgiveness received. This column also displays the due date of the loan, if any. The loan's due date is selected from the Due Date drop-down menu in the transaction record. See below for a screenshot.

Section e: Interest Paid This Period

Any interest that was paid during the report period displays here. The interest rate on the loan is entered in the Interest Rate field of the transaction record. To enter an interest payment, take the following steps:

e-1: In the transaction record, click Linking.
e-2: Select Loan History.
e-3: Select Interest Paid.
e-4: Enter the Amount and Date of the interest payment in the fields provided, then click Add.

See below for a screenshot of these steps.

Section f: Original Amount of Loan

This column displays the amount entered in the Amount field of the transaction record, as well as the date entered in the Date field of the transaction record. See below for a screenshot.

Section g: Cumulative Contributions to Date

This field gives the total of all contributions and loans from the lender since the aggregation start date as the Calendar Year total. It also gives the total of all contributions and loans from the lender since the aggregation start date broken down by designated election as Per Election totals. The election is selected in the Election Period drop-down menu in the transaction record. The aggregation start date is entered in the Aggregate From field in the report's criteria screen. See below for a screenshot of the Election Period drop-down menu.