Home → Campaign Manager → Financial - Functions → Register

11.1. Register

The Register

The Register page is a convenient place to view and sort transactions as well as enter in new Receipts, Disbursements, or other Transactions.

How to access the Register

To access the register, hover the mouse pointer over the Financial menu and then click Register.

The Register Screen

The main register screen will display a list of all transactions within your database. Along the top part of the screen, there are a number of filters that can be applied to display only certain transactions:

• Transaction Types– This allows the user to select which transaction types to display in the transaction list
• Election Periods – This allows the user to select which election periods to display transactions for
• Accounts – This allows the user to select which accounts to display transactions for.
• By Deposit or Itemized
• Filters
  • Dates - This allows the user to select the date range that they would like to display transactions for
  • Check # - This allows the user to only display transactions that have the specified Check #
  • Deposit #- This allows the user to only display transactions that have the specified Deposit #
  • Reconcile
  • Created By - This allows the user to only display transactions that were created by a certain user
  • Updated By - This allows the user to only display transactions that were updated by a certain user
  • Hide Undeposited Transactions
• Download – Clicking this button will download a file of the currently displayed transactions
• Filter by Name – This allows the user to only display transactions with the specified name
• Records per Page – This sets how many transactions will display per page
• Display Entity Details – If checked, when adding a transaction, screen will display details of the selected donor/vendor in place of the Transaction List

 

Adding a Transaction

On the right hand side of the Register, the New Receipt, New Disbursement, and Other Transaction menus provide the option to create transactions from within the Register screen:

After clicking one of these options to add a new transaction, the menu will be replaced with a form. Enter in the details of the new transaction in the appropriate fields:

After entering the transaction information into the form, click Save to save the new transaction or click Save/Next to save the current transaction and add a new one. When finished adding new transactions, click the back arrow to return to the previous menu.

 

The Transaction List

The Transaction List displays all transactions within the register and is effected by the filters that have been applied to the list.

Transactions may be edited by clicking directly on the individual transaction, which will then display the individual transaction screen.

A running total of all transactions currently displayed within the Register is displayed at the bottom of the screen. Also displayed are Outstanding Loans, Undeposited Funds, and Unpaid Bills. Please note that these totals are not dependent on the transactions displayed within the Transaction List and will display the total amounts within the database regardless of which filters are applied to the Transaction List: