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37.4. Completing the Form 460 Schedule A (Monetary Contributions Received)

This help documentation will show the data entry required to populate all sections of the CA 460 report Schedule A in Campaign Manager. If you'd like some additional information about this report please take a look at the FPPC's guidelines for the Form 460. The Schedule A information begins on page 13.

 

 

Adding A Transaction

Add a transaction to Schedule A by creating a new transaction, either from the Register, the donor's record, or the Financial drop-down menu. Valid transaction types for Schedule A are: Contribution.

Section 1: Date Received

The date the contribution was received is entered in the Date field of the transaction record. See below for a screenshot of this field.

Section 2: Full Name, Street Address and Zip Code of Contributor

The name of the contributor is entered in the Contributor field of the transaction record. The contributor's name and address pull to the report as they are entered in the contributor's record. See below for a screenshot.

Section 3: Contributor Code

The contributor code is selected based on the record type of the contributor selected (i.e., "Individual," "Organization," or "Committee") and the type of committee, if applicable.

Section 4: If an Individual, Enter Occupation and Employer

When the contributor is an individual, the contributor's occupation and employer pull based on the information entered in the selected contributor's record. See below for a screenshot.

Section 5: Amount Received This Period

The amount of the contribution is entered in the Amount field of the transaction record. See below for a screenshot.

Section 6: Cumulative to Date Calendar Year

This field gives the total of all contributions from the contributor since the aggregation start date. The aggregation start date is entered in the Aggregate From field in the report's criteria screen.

Section 7: Per Election to Date

This field gives the total of all contributions from the contributor since the aggregation start date, broken down by designated election. The election is selected in the Election Period drop-down menu in the transaction record. The aggregation start date is entered in the Aggregate From field in the report's criteria screen. This column can be suppressed by checking the Suppress Contribution Election Totals checkbox in the report's criteria screen. See below for a screenshot of the Election Period drop-down menu.

Section 8: Schedule A Summary

This is a summary of all transactions in the Schedule. It generates automatically.