Home → Campaign Manager → Form 3 Compliance FAQs → How Do I Get A Memo To Appear For an In-Kind? Including candidate memos?

23.9. How Do I Get A Memo To Appear For an In-Kind? Including candidate memos?

For In-Kind memos to appear on Line 17 under the parent transaction

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.

 

 

Candidate Memos

The data entry is relatively the same as the above for entering in an in-kind and the memo. However, for candidate in-kinds and the candidate memo, it is slightly different.

1. Create an in-kind on the candidate's record. Fill in any details including amount, date, and the candidate's name. Hit save.

2. Go to financial > click on memo expense, and then create a memo expense that will act as the sub-vendor. Enter in all details including name, amount, and date, etc. Hit save. Repeat this step for any additional memos needed, but make sure to create memo expense transactions.

3. Open up the original in-kind from the candidate's profile.

4. Click linking > click advanced. (Do not use the sub-vendor option, this will not properly pull any memos under the in-kind on line 17. These have to be advanced linked to the in-kind.)

5. Go to add disbursement, and type in the record for the 1st memo expense. Click the box where it says X records found, click the drop down and select the memo expense. Then repeat this process for any additional memo expenses. 

6. Hit save.

7. Once all memo expenses have been advanced linked - you should be able to generate your FEC draft and see the candidate in-kind on line 17 with each individual memo expense under the in-kind.