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18.1. How to Use JFC Tool
ALLOCATIONS
The first thing to confirm when beginning a transfer is that all of the allocations are correct and up to date. Users do not have access to update the splits/allocations. Users will have to reach out to Support with a request to update the allocations and provide exact details of how the allocations should be set.
The splits/allocations do not calculate for each contribution until you select the Search button after starting a new transfer.
If a transaction needs the splits/allocations to be different that what the JFC tool is calculating, then the contribution must be updated using the override options in the JFC Splits tab of the contribution, before completing the transfer.
Once all of the transactions for the transfer have been entered into the JFC account and updated accordingly, you will be able to search for them and review the splits/allocations before completing the transfer.
EDITING A TRANSFER
After a transfer takes place the only way to edit those transactions is within the JFC tool. You will not be able to open one of the expenses or contributions that were created during a transfer unless you use the JFC tool.
Once the transfer is completed you will also NOT be able to use Mass Update or Mass Delete in the Financial Search to make changes to the distributed transactions.
If a transfer is completed and you need to make a change to remove a contributor, the transfer will need to be deleted by Support and completed again.
PARTNERSHIPS
If there happens to be a partnership contribution included in the transfer, only the contributors will appear in the memos. The partnership will be listed as memo text on the report for each of the partnership contributors.
HOW TO COMPLETE A TRANSFER
Confirm that the allocations are correct and select New Transfer
Select the date range of contributions to be included in the transfer (apply other filters as needed) then select "Search". This is when the calculations will take place, so you will want to edit any splits using the override before this.
On the Pending Transfer screen you can review the splits/allocations in the page, or you can also download to a spreadsheet and review. You can toggle on transactions you do not want to be included in the transfer. Another option to exclude a contributor from the transfer is to override their splits to $0 in the JFC Splits tab of the original contribution. Once everything has been reviewed and confirmed you can select Finalize
Transfer ID and Name are required to complete the transfer. If you do not use Transfer ID then you can just enter the same name as the Transfer Name if you prefer. The area at the top will be the settings such as date and election period for the expenses created during the transfer.
The bottom section will be all the settings for the amount of the contributions created. The bank account, election period, and reporting description selected here will all be applied to the contributions.
Once everything is set correctly then select Complete.
After the transfer is complete the only way to edit the expenses or contributions created by the transfer is to edit them here in the JFC tool. You will not be able to open the expenses or contributions and make changes because there will not be a save button. It will redirect you here instead. Once the changes have been made select Update Transfer.
You will be able to review completed transfers on the JFC tool page by selecting the name of the transfer. You will also be able to download spreadsheets that have all the memos on them for each level or for the whole transfer.
If there are any concerns or questions about the JFC Tool please do not hesitate to reach out to Support for clarification before completing the transfer.