How to Enter a Basic Receipt

Metadata: Created November 2024, Product: PAC Classic

Introduction

This guide explains how to add a basic receipt for an individual in PAC Classic. Receipts can be associated with various entities such as Individuals, Vendors, Banks, State or Federal PACs, and Candidate Committees.

 

Step-by-Step Guide

1. Navigate to the Transactions Tab
   • Access the Transactions Tab from the main menu.
2. Click "New Receipt"
   • At the top of the page, select the "New Receipt" button. 
3. Select the Account Type
   • Choose "Individual" or "PAC Organization."
   • Note: For entities other than Individuals, such as Candidate Committees, Banks, or Vendors, select "PAC Organization."
4. Search for the Entity
   • Click the ellipsis button next to the Individual field to open the search window.
   • Select the desired Individual from the list.
5. Enter Transaction Details
   • Provide the Amount and Date of the transaction.
6. Review the Report Code
   • The default code is "Contributions from Individuals (101)." This will vary depending on the selected Entity. 
7. Submit the Transaction
   • Click "Submit" to save the transaction.

Post-Submission Actions

• Search, edit, or delete the saved transaction as needed.

FAQs

Q1. What are common transaction methods?
A1. Transactions can include payroll, check, credit card, cash, in-kind, or other methods.

Q2. Where can I add details for Compliance Reports?
A2. Use the Report Description field for additional details that will appear on Compliance Reports.

Q3. How do I tie a transaction to a batch?
A3. Click the ellipsis button next to the Batch field and select the appropriate batch.

Troubleshooting

• Issue: The wrong default bank account is selected.
  Solution: Use the dropdown menu in the Bank Account field to choose the correct account.
• Issue: I need to add internal notes.
  Solution: Use the Internal Comment field for notes that won’t appear on Compliance Reports.