ActBlue Transactions as the Intermediary on CA 497 Reports

When transactions are received via an integration such as ActBlue and need to be filed on the CA 497 24 Hour Report, it can be difficult to determine how to get everything on the report correctly, including how to make sure transactions are reported as the intermediary.

Fortunately there's only one step to take to ensure this happens.

In the ActBlue transaction, locate the Tags menu and choose Conduit-Conduit Check.

Using this tag will pull the ActBlue transaction to the correct location on the 497 report and will also include an additional note that the transaction was received via a Conduit.

If you want to learn more about ActBlue integration, click here.

For more overall details about ActBlue, click here.