Posted on
July 20, 2021

The PDC has created a new experience to help filers enter monetary expenditures for surplus funds and sub-vendors.

After the new update to ORCA self-installs, you will see some new features appear on the Monetary Expenditure transaction page.

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Screenshot of new expenditures feature highlighting Monetary Expenditures and Spend Surplus Funds

 

In addition, it will be easier to categorize expenses and get help in reporting the correct information. Let's review the changes.

 

1. Reporting expenses involving subvendors

When you check the box next to "This expenditure includes a reimbursement or payment to a sub-vendor" ...

 

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Screenshot of  ORCA showing This expenditure includes a reimbursement or payment to a sub-vendor

 

... a line appears for you to enter a providing vendor name.

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Screenshot of ORCA showing where to enter a providing vendor

 

2. Easier categorization of expenses to help ensure complete reporting

When entering a category or account, the expense item description line will either self-populate with a description, like this...

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Screen shot of ORCA showing the Bank Charges category filled in automatically

 

(*Note this specific category Bank Charges is particularly useful when recording your online contribution transaction fees.)

 
... or the expense item description line will turn red, indicating you need to enter information. Helpful advice will appear below the description line alerting you what to enter.
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Screenshot of ORCA showing where to enter expense item description
 
 
Have questions about reimbursements, sub-vendors or reporting expenses? Click on the question marks for explanations:
 
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Screen shot of ORCA showing vendor paid and providing vendor fields

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Screenshot of ORCA showing expense entry help categories

3. New way to enter surplus funds transfers

You'll also see an easy-to-use feature allowing quick entry of surplus funds expenditures.

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Screenshot of ORCA highlighting Spend Surplus Funds feature

 

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Screenshot of ORCA showing spend surplus funds page

 

 

When choosing a category or account, you are given several new choices under the drop down menu.

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Screenshot of ORCA showing drop down menu of categories or accounts

Questions? Email us at pdc@pdc.wa.gov. To subscribe to updates about other changes coming to ORCA, go to www.pdc.wa.gov/engage/subscribe and choose the "filing tips newsletter" option.