Adding Ballot Measures

In order to add a Ballot Measure and link it to your committee so it appears on the CA 460 report, take the following steps:

1. Navigate to Accounting, then to Add Transaction

2. For Type, choose Expense

3. Scroll down to and click the Specify Support/Oppose option

4. In the Entity field, type in “The proposition”

5. Click the Add Ballot Measure option

6. In the modal that appears, complete the fields and click Add Ballot Measure

7. Navigate away from the expense creation to your committee record and in the Relationships section, click the add symbol in the top right corner

8. In the Affiliated field, type in the name of the ballot measure you just created

9. In the Relationship Type drop down menu, choose either Ballot Measure Support or Ballot Measure Oppose

10. Click Add Relationship

After completing these steps, generate your CA 460 to confirm the information appears in Section 6 as expected.