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12.3. Refunding Contributions

Refunding a Contribution

1. Hover your mouse over the Financial tab, then choose Expense under the Add Disbursement heading.

2. The resulting screen will show the Register on the left and the Add Expense pane on the right.

3. In the Vendor field, type in the name of the contributor. You'll notice as you type the name, a list of names will appear for you to choose from, or you can complete typing the name, then click the magnifying glass to search for the record.

4. Once you have located and added the contributor to the transaction, enter the amount and date, and then choose 010 - Refund of Contribution from the Reporting Code drop down.

5. Once you have completed all fields and chosen the appropriate options, select the Save button.

 

Note: State filers will not be able to use code 010 - Refund of Contribution. Instead, you will need to select the appropriate code designed for your state.

 

2nd note about the FEC reports: Our FEC reports will itemize all contribution refunds regardless of itemization threshold amount.

Due to variability with how contributions are reported and itemize in previous reporting periods, and with how there is no threshold for refund transactions. It is recommended to force unitemize any refund transactions that should not appear to the FEC report.