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84.10. Reporting Transactions on Schedule I

Schedule I on the New York State report is for Loans Received. Below will be an example of how it will look on the report as well as the record fields that will pull to the report. 

 

1 - Name of the record that the loan was recorded on. This can be edited by searching for the name of the transaction with the search tool. From there you can edit the name and address on the record. 

2 - Election year / Filer ID / Statement Period Dates. The Election year and Statement Periods are generated from the criteria page before generating the report. The Filer ID comes from the filing committee record.

3 - Date and amount of loan. This can be found by searching for the record the loan is associated with. From there you can use to transaction tab to open up the transaction and edit all of the information.