CrimsonFiler: Entering a Candidate Loan

 

Candidate loans need to be entered in two places in CrimsonFiler: in Sched A (line 13) and Sched C.

 

Entering a Candidate Loan in Schedule A

Enter the Candidate Loan as an Other Receipt in Crimson under the Treasury menu.  For further information, see the Crimson: Other Receipts - Candidate Loans (Schedule A) guide on the HelpDesk.

Note: If a Candidate loan is entered in Crimson via Other Receipts, and the Import from Crimson button is used in CrimsonFiler to load that data, then the loan will import with all receipts for Schedule A.  An entry must still be made in Schedule C.

If you DO NOT enter the Candidate loan in Crimson, then there are two other options to add the loan(s) to Sched A of the report:

 

Option 1) Manually

1. Click  to add the candidate loan.

2. Select “Candidate” under Type.

3. Enter the candidate’s name and address, but leave the Organization field blank.

4. Make sure to enter a Tran ID (unique ID for the report).

5. Select line number SA13A: Loan from Candidate.

6. Enter the amount, date, election cycle, and election year then click the blue button.

 

Option 2) Import

1. If you want to import the Candidate loan (w/ an excel file only), click on .

2. Follow Step 1: Upload file and Step 2: Map Fields.

3. Click Step 3: Validate Now to check for errors. If errors exist, correct them and repeat validation.

4. Once validated, click Import Now.

5. Select Append so that you’re adding this loan to the existing receipts data.

6. Once the file is imported, you will receive a new window confirming # of records imported.

 

Entering a Candidate Loan in Schedule C

In the Sched C tab of your CrimsonFiler report, you can enter the Candidate loan in three ways:

 

Option 1) Manually

1. Click  to add the candidate loan.

2. Select “Candidate” under Type.

3. Enter the candidate’s name and address, but leave the Organization field blank.

4. Make sure to enter a Tran ID (*note that the Tran ID CANNOT be the same as the Tran ID used for the Sched A entry of the loan).

5. Select line number SC/10 - Debts and Obligations Owed by the Committee as the Line number and then select 13A – Loans made or guaranteed by the Candidate from the Receipt Line drop-down menu to link the entry to the Sched A.

6. Enter the loan amount in the Loan Amount field, any funds already paid back in the Payment to Date field (or 0 if none), and the difference between the two in Outstanding Balance field *Be sure to have either the Personal Fund or Secured check box marked if applicable.

7. Date Incurred should reflect the same date as the Sched A entry – the date the contribution was received by the committee.

8. Enter the Due Date Terms, if they apply.  If not, just enter “NONE” in that field.  If interest is being charged, enter it into the Interest Rate (% APR) field, or enter “0” for no interest.

9. Click the checkbox marked Memo to remove the check mark to indicate that the entry is not live. You can then enter any notes in the Memo text box below

10. Select the election cycle and enter the election year.

11. Enter the candidate’s info including the candidate FEC ID in the fields in the Lender Candidate box, then click the blue  button to finish.

 

Option 2) Import

1. If you want to import the Candidate loan (w/ an excel file only), click on .

2. Follow Step 1: Upload file and Step 2: Map Fields, Step 3: Validate, then click Import Now.

3. Select Append so that you’re adding this loan to the existing receipts data.

4. Once the file is imported, you should receive a new window confirming how many records were successfully imported.

 

Option 3) Import from Previous Report 

1. Click  to import Candidate loan info from a previous report.

2. Select Yes when asked, “Are you sure to import now?”

3. Select either Append if you want to add this info to the report’s existing data or Replace if you want to replace the original data.

4. Once the file is imported, you should receive a new window confirming how many records were successfully imported.

Note: Candidate loans can be carried over from your previously filed report.  Import from the previous report is available.

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