Home → Campaign Manager → New York State Report (Disclosure Statement) → Reporting Transactions on Schedule M

84.14. Reporting Transactions on Schedule M

Here are the steps to get a transaction onto Schedule M of the NY State Disclosure Report:

1) On the donor's record, open a new contribution

2) In the "Amount" field, enter a negative amount

3) Click the "Linking" tab and select "Advanced"

4) In the "Link to Receipt" field, enter the name of the donor

5) Open the "Use Recent" dropdown, locate the original contribution, and click it to select it

6) Click the  green "Save" button at the bottom of the contribution

After following these steps, you will have linked the new negative contribution to the original contribution. This will cause the refund to populate correctly on Schedule M of the report.