Help for REFS

General Instructions for all Schedules
 

Electronic Form R1 Filing

 

 

General Instructions for all Schedules

After you have selected the Schedule that you wish to work with, your choices will be to select “Schedule Details,” “Detail Report,” or “Export.” “Detail Report” and “Export” are separate topics. To perform your basic operations, select “Schedule Details” and then select “Insert,” “Edit,” or “Delete,” depending upon what you want to do.

To enter information on a Schedule, click the type of Schedule first, and then click the “Insert” function.

Insert

Electronic Form R1 Filing - Insert

 

Select the Schedule you wish to populate from the drop down list.

To make a change or edit to information already entered on a Schedule, click the type of Schedule first, and then click the “Edit” function.

Edit

Electronic Form R1 Filing - Edit

 

In order to Edit information entered previously, close any Schedule windows you may be working in, click the Edit function (found in the Form R-1 Filing Schedules, Details menu).

Contributor(s) Selection

 

Select the Schedule you wish to edit from the drop down list. You can locate the entry you wish to edit by leaving all fields blank and clicking “Search” and all the entries will be retrieved. Highlight the entry, click “Edit” to open the Item Details screen for you to make the necessary changes. Be sure to click “Save” when you are finished.

However, if you wish to narrow down the number of entries, and you know something about the entry you wish to edit, such as the name or address of the contributor, the date range, or the contributor type (individual or non individual) you can enter some information and quickly locate the entry that requires editing. After you have completed editing, click “Save” and the change will be made.

Delete

Electronic Form R1 Filing - Delete

 

In order to Delete information entered previously, close any Schedule windows you may be working in, click the Delete function (found in the Form R-1 Filing Schedules, Details menu).

Contributor(s) Section

 

Select the Schedule, which contains the entry you wish to delete from the drop down list. You can locate the entry you wish to delete by leaving all fields blank and clicking “Search” and all entries will be retrieved. Highlight the entry and click “Delete.”

However, if you wish to narrow down the number of entries, and you know something about the entry you wish to delete, such as the name or address of the contributor, the date range, or the contributor type (individual or non individual), you can enter some information and quickly locate the entry that requires deletion. After you have located the entry, click “Delete” and the change will be made.

Settings

Electronic Filing R1 Filing - Settings

 

If you are entering numerous entries with the same date and/or dollar amount, click on “Settings” and click on “Repeat Date.” Likewise, click on “Settings” and click on “Repeat Amount” for entries of the same amount. You can turn either of these options on or have them on together. The date and/or dollar amount fields will repeat after saving the first record.

Using the Tab key will help you move through the fields quickly when entering information. Also, you may click in the text box field to move the cursor.

When entering a contribution/disbursement/adjustment involving the same entity (contributor, vendor, or financial institution), you can save time by:

Clicking on the drop down list to select the appropriate name; or,

Start typing the name of the entity; or,

Use the down arrow key on the keyboard to scroll through the list to find and select the name.

Once the entity name is selected, all the appropriate address, account or other information from the entity will be copied to the new contribution/disbursement/adjustment record.

 
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