Expenditures can be entered in CrimsonFiler in 3 Different ways:
1. Enter all of the information in Crimson and then import it directly into CrimsonFiler.
2. Manually enter the expenditures individually into CrimsonFiler.
3. Create an Excel document with all expense information and import it into CrimsonFiler.
Enter all of the Information into Crimson and Import it into Crimson Filer:
**Please note: Refer to the Crimson: Expenditure Import Guide or the Crimson: Expenditure Data Entry Guide for instructions on how to enter expenditures into Crimson.
If you’ve recorded all of your Expenditures in Crimson, you can export the file out of Crimson using the FEC Export, review the file, and then follow the steps in #3 below: Entering Expenditures by Excel Spreadsheet.
If you have recorded all of your Expenditures in Crimson and do not need to review/edit your file:
1. Go straight to your report in CrimsonFiler.
2. Go to the Sched B tab of your report and click 
.
3. Select the Fund codes that you want to import from Crimson (i.e. P2026, G2026, etc.)
4. Click Import Now.
5. You’ll be asked, “Are you sure to import now?” When this appears, click Yes.
6. When asked,
- Click Append – if you want to add these receipts to what is already in Schedule B.
- Click Replace – if you want this file to delete everything that you have in Schedule B and overwrite the existing data.
- Click Cancel – if you do not want to import this file now or need to change the mapping.
**Please note: You can use from the Main page instead of from the Sched B tab, but this will import all of your expenses AND all of your receipts.
Manually enter the Individual Expenditures in Crimson Filer
This option can be used to enter expenditures that you do not have recorded in any software or spreadsheets.
1. To add an expenditure, click 
.
2. Enter all of the information necessary in the screen that appears (keep in mind there are 5 panels you can expand: Transaction, Candidate, Conduit, Text, and Back Reference).
3. Click 
.
Enter Expenditures by Excel Spreadsheet
We recommend keeping track of this information in accounting software if you are not using Crimson Expenditures (under the Treasury menu of Crimson).
1. Save the file in .xlxs or .xls format.
2. Make sure your file has the following fields:
- Unique Transaction ID (TRAN ID)
- Line number (LINE)
- Entity Type (ENTITYTYPE)
- Organization or Individual Name (LAST NAME, FIRST NAME, or ORGNAME)
- Address (STREET1, STREET2, CITY, STATE, ZIP)
- Date (DATE)
- Amount (AMOUNT)
- Transaction Description (TRANSDESC)
3. In the report you created in CrimsonFiler, go to Sched B.
4. Click the 
button.
5. In Step 1: Upload File, choose your file.
6. Click Step 2: Map Fields and map each field in your database.
If you are going to use this file format frequently, you can save the field mapping by clicking the Create Mapping… button. After you have mapped your fields, you can label the mapping (i.e. Expenditures, Disbursements, etc.). You can have as many saved mappings as you need. Then click Save New Mapping.
7. Click Step 3: Validate and 
. If validation is not successful, go back and correct any errors and attempt to validate again.
9. If validation is successful, click 
.
10. You’ll be asked, “Are you sure to import now?” When this appears, click Yes.
11. You’ll then be asked,
- Click Append – if you want to add these receipts to what is already in Schedule B.
- Click Replace – if you want this file to delete everything that you have in Schedule B and overwrite the existing data.
- Click Cancel – if you do not want to import this file now or need to change the mapping.
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