Help for GEFS

Contribution Detail Report
 

Be sure that the “Attach Check” box below the check image is checked.

Contribution Detail Report


Use the Tab key to navigate through the Contributor Details fields and enter all information for each contributor. Occupation and employer information is required to be reported for each individual whose contribution or aggregate contributions in the 2001 general election exceed $400.

Contributor Name Drop Down Box: As you enter data into the LAST NAME field, GEFS will retrieve and insert a similar contributor name (if there are any such names) from your GEFS database. If you wish to use that name, use the TAB key to populate the Contributor Details fields. Be sure to verify that all information is correct for the new contribution item. You may also use the DROP DOWN box to view similar names. If you choose to use a contributor name in the drop down list, CLICK on the name to populate the Contributor Details fields. Again, be sure to verify that all information is correct.

Attaching Related Documents to a Contribution: If you have scanned a Related Document to provide additional information concerning a contribution, the Related Document must now be “married” to the Contribution Details. For example, a partnership check, signed by the bookkeeper, will be attributed to a partner and matched with public funds only if the partner’s signature can be verified by the Commission. You have therefore scanned into GEFS a letter from the partner, signed by the contributing partner stating that the contribution is from him or her, or you have scanned a contributor card for a currency contribution. After you have entered all Contributor Details, Click on the RELATED DOCUMENTS tab to locate the partner’s letter or the contributor card. Use the PREVIOUS or NEXT buttons on the lower right corner of the screen to locate the correct Related Document for this contribution. When you locate the correct document, check the ATTACH RELATED DOCUMENT(S) box to “marry” the partner’s letter or contributor card to the contribution details.
You may scan a document from the INSERT Mode. GEFS will automatically “marry” the document to the contribution details currently on the screen.

SAVE: AFTER YOU HAVE ENTERED ALL ITEM AND CONTRIBUTOR DETAILS, AND HAVE MADE CERTAIN THAT THE CHECK, DEPOSIT SLIP, AND ANY RELATED DOCUMENT IMAGES ARE ATTACHED, YOU MUST CLICK ON “SAVE” TO MARRY THIS INFORMATION AND SAVE IT IN GEFS.

After clicking “SAVE,” the ITEM DETAILS screen will automatically appear for entry of the next contribution item. Use the Tab key to bring up the next sequential item number. If a contribution is the last in a deposit, check the “FINAL CHECK FOR DEPOSIT” box.

NOTE: If you enter contribution information into GEFS (using the INSERT mode) before you have scanned and saved copies of deposit slips, checks, and related documents, you must later “marry” the contribution information to the images of deposit slips, checks, and other documents. Review the instructions on page 35 for using the EDIT mode to “marry” contribution information to images.