Home → Campaign Manager → New York State Report (Disclosure Statement) → Reporting Transactions on Schedule H
Schedule H on the New York State report is for Transfers Out. Below will give you an example of how it will look on the report as well as where the information will pull on the record.
1 - Election Year / Filer ID / Statement Period Dates. Election period and Statement Period dates are found on the Criteria page before generating a report. Filer ID for the committee is actually found on the filing committee record its self. To change that you can just use the search tool to search for the filing committee and edit the information there.
2 - Name of the Committee record. To change this all you will have to do is use the search function to change the name of the record. There you can edit any information that may pull on the report.
3 - Transaction information. To edit the transaction information you will have to search for the record that the transaction is associated with using the search tool. From there you can open the transactions tab to edit the transaction itself.