Sometimes, the situation might arise where you need to file a compliance report immediately but the contribution balance is just off - you're missing some contributions from somewhere but you don't know where and you don't have time to figure out before the filing deadline. This is most often the case of a missing import from an external system. There's a quick workaround that we call an Unitemized Stash.
An unitemized stash allows you to enter a single transaction that represents all of these missing contributions. It gets added with any other unitemized contribution totals and reported on the appropriate line number on the FEC F3/F3X.
How to add an Unitemized Stash
- Log into the admin panel
- Proceed to finance area
- Click the Transactions tab to go into transactions mode
- Select the Miscellaneous tab
- Finally, select the option for 'Unitemized Contribution Stash'
- Simply enter the relevant details including the total you want to include and date. Be sure the date is inside the date range of the report.