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84.21. How To Allocate The Same Expense To Multiple Candidates on Schedule R

Here are the steps to allocate one expense to multiple different candidates on Schedule R:

1) On the vendor record, open up the expense

2) Make sure the "Support/Oppose" field has the thumbs up button clicked and there is a candidate saved there

3) Click the "Linking" tab and choose "Sub-Vendor"

4) Add a new sub-vendor memo for the same candidate showing in the "Support/Oppose" field, step 2 above, making sure to set the reporting code to "IE - Independent Expenditure"

5) Add a sub-vendor memo for each additional candidate you need to allocate the expense to, making sure to set the reporting code to "IE - Independent Expenditure"

6) Click the green "Save" button at the bottom to save the transaction

See below for a few screenshots further explaining this process.