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Accounting and Contribution Types

Article ID: 612
Last updated: 11 Mar, 2010

Accounting

The accounting features in Campaign Manager 5 enable you to file a compliant financial
disclosure report. The program manages the Contribution and Disbursement transactions within
one Dataset. You cannot only create financial disclosure reports, but also helpful in-house
fundraising and demographic reports.
 
The CM5 software application uses Record Type to assign contribution
and disbursement transactions to the correct schedule on Federal and State financial disclosure
reports.
 
This section discusses the importance of Contribution Types and Disbursement Kinds as they
work in conjunction with Record Types to report information on financial disclosure reports.

Contributions
 
CM5 manages Donor contribution data for State and Federal financial disclosure reports in the
Contributions Subfile. It is important to remember there are many different Contribution Types.
Take care when entering Contribution data to ensure that your financial disclosure reports are
accurate. 
 
  
Contribution Types
 
Contribution Subfile entries have a positive, negative, or zero effect on the cash-on-hand balance
depending on the Contribution Type assigned to the entry. For example, the Contribution Type
called Receipt is calculated as a credit toward the cash-on-hand balance. The Contribution Type
Memo is generally a note in the Contribution Subfile that provides additional information for
financial disclosure reports and has no affect on the cash-on-hand balance.
 
For State and Federal financial disclosure reporting purposes it is critical that you enter the
correct Contribution Type. To comply with disclosure laws and ensure that contributions appear
delineated on the correct Schedule page and line, use the following table to help code
Contribution Types correctly. The most basic Contribution Types are defined. The definitions
may vary from state to state. For additional Contribution Types, refer to Aristotle’s FEC Data
Entry manuals and State Report readme texts.

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Article ID: 612
Last updated: 11 Mar, 2010
Revision: 1
Views: 864
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