Setting up an Election

Before you can enter any transactions or file a compliance report, you need to have election details set up. This process is very easy and quick!

1. Navigate to LIST > ELECTIONS
2. Click on + Add Election
3. Enter the Election Date and select an Election Type. For example, to enter the General Election in 2016, you would enter the Election Date as 11/08/2016 and select General as the Election Type from the drop down menu.

Helpful Info:

If your candidate is in California and accepting the voluntary expenditure limits, then be sure to click the checkbox next to “Accepting Voluntary Limits.” This lets the system know this special case applies to reporting for the election.

If there is no election in any given calendar year, use Non-Election as the Election Type. Transactions using Non-Election will then aggregate based on the year as opposed to an election cycle.