Inserting Contribution Details
Electronic Filing Contribution Menu To begin entering contribution information and to “marry” the images of deposit slips, checks, and related documents to the contribution details, CLICK on CONTRIBUTION in the Main Menu.
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Use SCHEDULE DETAILS to INSERT new contribution information into GEFS, EDIT to modify information previously entered into GEFS, and DELETE to remove contribution information from GEFS. The EXPORT function will allow you to copy contribution information into other formats or another database for uses other than filing Form P-1 or Form G-1 with the Commission. You may EXPORT data to a comma delimited text file or an Excel spreadsheet. Insert Contribution Item Details Select INSERT to enter new contribution details to be “married” to images of deposit slips, checks, and related documents that have already been scanned into GEFS. The Insert Schedule Details Screen will appear: |
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Item Details Tab From the SELECT SCHEDULE TYPE drop down box, SELECT the appropriate Form P-1 schedule for which you wish to enter contribution information:
Descriptions of the Form P-1 schedules begin on the next page. |

