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25.6. How Do I Get A Memo To Appear For an In-Kind?

To get a Memo to appear for an In-Kind, please follow the following steps:

For In-Kind Memos to appear on Line 17 — Link a Memo Expense

1. Create the In-Kind contribution if it has not already been created. Enter all the necessary data/make the appropriate selections in the proper fields.

2. Create a Memo Contribution: Enter all the necessary data/make the appropriate selections in the proper fields. Be sure that the "Contributor" field shows the proper entity you want to attribute the memo to.

3. With the Memo Contribution entry open, click on the Linking tab and click on the Advanced option. Here, type the name of the record that the parent In-Kind is saved to in the search box, and select that record when it appears. Once the record has selected, you will see a drop-down menu appear to the right; from here, select the parent In-Kind.

4. Once the transaction is selected, the linking will be completed and appear on Linking > Advanced as seen below.

5. When you generate your FEC Form 3X, the parent In-Kind and its memo should appear as below, with the memo item immediately following the parent.