Treasury Receipt Data Entry is the process of manually adding other receipts and payees into the database. These are receipts that are not contributions such as interest, loans, vendor refunds, etc. This can be completed in all databases via the Treasury Dashboard.
Receipt Data Entry
- Click the New Receipt action button on the Treasury Dashboard.
- Search for an existing Payee or click
to add a new one to Crimson. Once you have selected or created a new payee, the New Receipt window will open.
- Enter the new receipt’s information.
Required Fields for Receipt Data Entry
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Date |
Date the receipt was made. This date is used to report to the FEC. |
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Amount |
The amount of the receipt. |
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Fund Code |
The election cycle and period. Examples: P2024 and G2024. NOTE: This is for categorization in the database only, there are separate fields for Election Code, Year, and CD to display those on the FEC report. |
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Bank Account |
Use this field to distinguish which bank account the receipt is going to by selecting the correct code here. If not, then skip this field and it will default to “N/A” for this field. NOTE: setup bank account codes under Fundraising Settings. |
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Line No |
Select the correct line number for the receipt. **There is a list of FEC line numbers in our HelpDesk titled FEC Line #’s by FEC Reports. |
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FEC Description |
Description of receipt that shows up on the FEC report. |
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General Ledger |
The box below is the G/L Account field. Enter the breakdown of the receipt by G/L code here. If you are not using a G/L code, the system will automatically assign a "UD – Undefined code". |
Additional Fields Include
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Check No |
Enter the check number for the receipt. This is an optional field. |
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Payment |
Select the payment type from the drop-down menu. This is an optional field. |
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Comment (Invoice #) |
Use for internal purposes only. Will not appear on FEC reports. |
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Include an attachment of the receipt check or related images by selecting the file from your computer or dragging and dropping it here. |
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Memo Text |
Used for additional text related to memo items. More information on entering memos and linked transactions is below. |
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Transaction Category |
Optional FEC categorization of receipts. |
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Transaction Code |
Optional FEC coding for receipts. |
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Election Code |
This is the field you use to indicate if the receipt is for a particular election (e.g. P = Primary, G = General, etc). |
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Year |
This is the field used to define the year of the election code reference above (e.g. 2024). |
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Other Election |
If the election is not standard such as a Convention or Runoff, use this field to define the appropriate election. |
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Memo Indicator |
Indicates whether the receipt receipt is a memo item or not. |
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1099 |
Indicates when a 1099 form will be needed. |
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Ultimate Vendor |
See for more information about Ultimate Vendors. |
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