CampaignFoundations.com

To enter a contribution, after logging in, use the menu on the left to choose: Contributions -> Contributors -> Add Contributor.

Complete as much of the form as is appropriate with the data you have available from the contributor. Then save this new contributor by choosing the "Contribution" button at the bottom. We have adapted the most mature and stable accounting system available to serve the needs of Green campaigns. Campaign Finance laws in most states require name, address, occupation and employer, as does the FEC for Federal races. You can safely ignore those parts of the form which don't seem relevant.

After the form refreshes, you should see the Add AR Transaction form. Enter the amount and date of the contribution, and choose an appropriate account to post this contribution to.

Then, under the payments section, enter the date the campaign received the contribution, perhaps a check number in the source field, the amount again and choose the account it is being deposited to.

Update the transaction. Wait for your browser to refresh, then Post it.

The buttons at the bottom should permit you to print a receipt if necessary, or to schedule a periodic pledge for future followup.

You can use the various possible reports to monitor the database for sucess, or use Contributions -> Reports -> Transactions. Make sure to check that you want to see closed transactions in the report.

If the contributor has pledged $50.00 per month from now until the election, using the Schedule button will give you an opportunity to tell the accounting system that, so it can remind you to go collect the next donation when the time comes. Use the recurring transactions link in the menu to inspect your record of future scheduled revenue for success.