How to use Treasury Intake

📥 Recording a deposit

1. Open 📋 Committees & deposits and tap your committee.
2. Tap ▶️ Start a deposit batch — it's date-stamped when you start it.
3. Tap 📷 Add photo and photograph the check, contribution form, or (for cash) the donor's info with the cash in the shot. Add a 2nd photo (e.g. a remit envelope) if needed.
4. Tap 🔍 Read details — the app reads the name, amount, address, etc. Fix anything, then ✓ Save to ledger.
5. Repeat for each gift. When the deposit is done, tap 📧 Close & email batch to email the spreadsheet + photo PDFs to your listed contact.

✂️ Splitting a check across elections

A donor can give to both the primary and the general — often with one larger check. To split it: open the gift (tap ✏️ edit in the Recorded list), expand ✂️ Split this check across elections, enter the Primary and General amounts (they must total the gift), and tap Apply split. You get two correctly-attributed records with the same donor, date, and source photo — and each counts against its own election's limit.

✏️ Entering a gift by hand

1. In the committee, tap ➕ Add without a photo → ✏️ Enter one manually.
2. Fill in name + amount (required) and any other details.
3. Tap 💾 Save to ledger. It shows the donor's limit status right away.

📄 Importing a spreadsheet

1. Tap ➕ Add without a photo → 📥 Import a spreadsheet.
2. Tap ⬇️ Download template for the exact columns — or just upload a PDC export or a credit-card processor export; the app recognizes those formats automatically.
3. Choose your file. You'll get a preview: how many valid rows, any problems, and columns it matched. (PDC "Last First" names auto-flip to "First Last.")
4. Tap 📥 Import. Rows land in an Imported batch. Lumped "SMALL CONTRIBUTIONS" lines are skipped automatically (their individual donors come from the card export instead).

🔍 What happens with duplicates

The app matches donors by email then by order-insensitive name, so "Krist Novoselic" and "Novoselic Krist" are the same person. On import, an identical gift (same donor + amount + date) is skipped.

When two systems record the same gift on different dates (e.g. PDC receipt date vs credit-card transaction date), a 🔍 Possible duplicates review appears. For each pair you choose:

• ✓ Keep both — they're separate people; stop asking (saved permanently).
• 🔗 Same household — a couple; keeps both gifts but links them for one combined letter/label.
• 🗑 Remove A / B — it's a true duplicate; delete one.

👥 Working with donors

• The 👥 Donors list shows everyone who's given. Search by name/city and sort by name, amount, gift count, or Needs info first.
• Each donor shows a status: ✓ ready (has the key PDC info), ⚠ needs info (missing a mailing address, or employer/occupation once they pass $100), or ✓ done (you marked it reviewed).
• ✓ Done on a row marks a donor reviewed so you can work through a stack; tick Hide done to focus on the rest. A running "X done · Y need info" count sits above the list.
• Other icons: 📝 has notes · 🔗 linked household · ✉️ has an email.
• Tap a donor to edit their details in a pop-up — add a Profile ("who they are") and Notes ("how you met / your relationship").
• Tap 💌 Thank to write them a thank-you.

🔄 Transfer donors to another election

Starting a new cycle? At the bottom of the 👥 Donors list, open 🔄 Transfer donors to another election, pick the committee to copy them into, and tap 👁 Preview to see how many are new. Tap 🔄 Transfer to copy their contact info (name, address, employer/occupation, email, profile & notes). Gifts and running totals are not copied, so each donor's contribution limit starts fresh for the new election. Anyone already in the target is skipped, and couples stay linked.

💌 Thank-yous

1. Tap 💌 Thank on a donor or gift.
2. Pick a channel: Letter, Email, or Text. A standard message appears.
3. Tap ✨ Personalize to have AI tailor it using the donor's profile/notes and giving history. Edit freely, then 💾 Save edits.
4. 📄 Print letter, 🏷️ Label, or 📧 Send email (needs an email on file).

How do I tell it how to customize?

Open the donor (👥 Donors → tap them, or the 📝 section in the thank-you) and fill in Profile and Notes. The more you put there — how you met, what they care about — the more personal the AI letter.

✉️ The letter maker

1. In the committee, scroll to ✉️ Letter maker.
2. Choose an Envelope style: #10 window (address shows through) or Regular envelope (clean letter, you print labels).
3. Add your logo, write the body (tap a {token} to insert the donor's name, amount, date, etc.).
4. Drag each block — logo, addresses, date, body — where you want it. Turn on the window guide and drag the recipient block into it.
5. Tap 👁 Preview or 👁 Proof PDF (proof shows fold + window lines). Print at Actual size / 100%, fold, check, adjust, then 💾 Save.

🖨️ Printing a mailing

Do this on a computer (phones don't print). In the committee's mail center, pick your Avery stock, then ⬇️ Download all three:

• Letters — clean, on plain paper.
• Labels — on your Avery sheet.
• Instructions — the numbered order. Letter #N goes with label #N.

📣 Campaign mailings (beyond thank-yous)

The 📣 Campaign mailing panel sends a whole letter batch to a group of donors:

1. Pick the letter. Choose one of your saved letters, or a Starter — fundraising ask, endorse another candidate, get-out-the-vote, fundraiser invitation, or ask-a-friend. To give a starter your logo & layout, open it in the Letter maker (its "Start from a type" menu), fill in the [bracketed] parts, and Save.
2. Pick who gets it: every donor, donors who've given at least $X total, or donors in a city/area.
3. 👁 Preview audience shows how many letters and donors match (and how many were skipped for having no address).
4. ⬇️ Download all three — letters, labels, and instructions, same as a thank-you mailing. Couples still combine into one piece.

⚖️ Contribution limits

Open ⚖️ Committee settings & contribution limits at the top of your committee to set the per-election limit, the employer/occupation threshold, the cash-gift cap, and your primary/general dates (tap Fill WA defaults for a head start). Each gift then shows the donor's running total; the app flags approaching (≥80%) and over the limit so you can refund the excess. Employer/occupation, cash caps, and last-minute rules are tracked too.

Enforcement. In settings, When a gift would exceed the limit can be Warn only (records it and flags it) or Require confirmation — the app then stops an over-limit gift at save and asks you to confirm before recording it over the limit.

🗓️ Filing deadlines

Once you enter your primary/general dates, a banner at the top of the committee shows your next filing deadline, and 🗓️ Filing deadlines lists the standard WA pre-election reports (21-day and 7-day), election days, and the monthly-report reminder. Confirm exact dates against the PDC calendar for your filing option.

🏦 Exports & filing

In the committee's Recorded section: 📇 ORCA Contacts (your donor list for ORCA/PDC import) and 🏦 C3 Worksheet (gifts by deposit date, with aggregate-to-date). Each row carries a Reference matching its photo.

💸 Expenditures (C4)

Track what the committee spends in the 💸 Expenditures (C4) panel:

1. ➕ Add an expenditure — payee, amount, date, a category, and what it was for. Open More details for the payee's address, payment method/check #, and notes; tick In-kind for donated goods/services.
2. Each entry shows in the list with a running total spent; tap ✏️ to edit or 🗑 to remove.
3. 🏦 Download C4 worksheet (CSV) — every expenditure in one file (with a total) to transcribe into your PDC C4 or import into ORCA.

🧭 More

That covers everything the app does today — intake, deposits, splits, imports, duplicate handling, donors, thank-yous, the letter maker, mailings, campaign mailings, contribution limits & enforcement, filing deadlines, exports, and C4 expenditures.