Home → Campaign Manager → Form 3 Compliance FAQs → 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:
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, and Save.
2. Create a memo contribution on the contributor record, or select a memo expense for a sub-vendor memo on the vendor record, and Save.
3. On memo, click on the Linking tab and select 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 tab.
5. When you generate your FEC Form 3, the parent In-Kind and its memo should appear as below, with the memo item immediately following the parent.