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37.9. ↳ Schedule D Cont'd (Marking the "Monetary" and "Non-Monetary" Boxes)

The transactions on schedule D can be marked as "Monetary" or "Non-Monetary" by following the below steps:

1) Pull up the vendor record and open a new expense
2) Fill out all the required info such as amount, date, etc.
3) Set the "Reporting Code" as follows:

Monetary: select "CTB"
Non-Monetary: select "IKD"

4) Set the appropriate candidate record in the "Support/Oppose" field at the bottom
5) click "Save"

This will get the expense onto schedule D with either the "Monetary" or the "Non-Monetary" box checked. Please see below for screenshots further illustrating this process.

MONETARY

NON-MONETARY