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37.14. Completing the Form 460 Schedule I (Miscellaneous Increases to Cash)

This help documentation will show the data entry required to populate all sections of the CA 460 report Schedule I 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 I information begins on page 48.

 

 

Adding A Transaction

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

Section 1: Date Received

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

Section 2: Full Name and Address of Source

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

Section 3: Description of Receipt

Enter a description of the receipt in the Reporting Description field of the transaction record. See below for a screenshot.

Section 4: Amount of Increase to Cash

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

Section 5: Schedule I Summary

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