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Public Information
State House, Room 38
Providence, RI 02903
Phone: (401) 222-3983
Fax: (401) 222-1404
TTY: 711

Email

Open to the public
Monday-Friday
8:30 a.m. to 4:30 p.m.

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Public Information Resources

Lobby Tracker: Filing Reports

How to file Expenses:

1. On the left hand side of screen select “Expenses”.

2. Select the session you are filing for. The system will default to the current session.

3. If it’s a payroll expense then choose “General Expense.”

4. if it’s a reimbursement expense select the relationship you are filing for in the “On behalf of” field.

5. Select the type of expense you are filing in the “payee type” field.

6. Enter the name of the person or entity receiving the payment in the “Payee” field.

7. Enter the location the expense took place.

8. Enter the date of the expense.

9. Enter the Amount of the expense.

10. Enter the Reason for the expense.

11. Click “add”.

How to file a Contribution:

1. On the left hand side of screen select “Contributions”.

2. Select the session you are filing for. The system will default to the current session.

3. Select the report type you want the contribution to appear on in the “payee type” field (If legislative and executive then it must be reported on both).

4. Enter the name of the person or entity receiving the contribution in “Payee” field.

5. Enter the name of the person benefiting from the contribution in the “Benefactor” field.

6. Enter the Amount of the contribution.

7. Enter the location of the contribution.

8. Enter the date of the contribution.

9. Click “add”.

How to file a Bill or Legislation:

1. On the left hand side of the screen select “Bills”.

2. Select the session you are filing for. The system will default to the current session.

3. Select the relationship for the bill/legislation.

4. Type in the NUMBER of the bill only, from the drop down list select the bill you are following.

5. On the far right hand side please select stance (Neutral, Opposed, Promote).

6. Select “add”.

How to file a Topic or Subject:

1. On the left hand side of the screen select “Topics”.

2. Select the session you are filing for. The system will default to the current session.

3. Select the relationship for the topic.

4. Type in the first letters of the topic, from the drop down list select the topic you are following.

5. Select “add”.

How to File a Report:

1. On the left hand side of the screen select “Unfiled Transactions/File Report”.

2. Select the session you are filing for. The system will default to the current session.

3. Select the Report you filing for.

4. Select “Search”.

5. All of the previously enter information for the report you are filing will populate.

a. If you need to edit an entry select the orange action button that looks like a pencil.

i. Edit the entry as needed.

b. If you would like to delete an entry from the report select the orange action button that has an “x”.

6. Select “Preview Report”.

7. Select “File to State”.

How to amend an already Filed Report:

1. On the left hand side of the screen select “Amend Filed Transactions”.

2. Select the session you are filing for. The system will default to the current session.

3. Select the Report you filing for.

4. Select “Search”.

5. If you are Editing or Deleting an entry:

a. If you need to edit an entry select the orange action button that looks like a pencil.

i. Edit the entry as needed.

b. If you would like to delete an entry from the report select the orange action button that has an “x”.

i. Please note once an entry has been filed the delete function is a “soft delete” the transaction will still appear but with a red strike through.

6. If you are adding an Entry:

7. Select “New Expenditure” for an additional expense.

a. Select the session you are filing for. The system will default to the current session.

b. Select the relationship you are filing for in the “On behalf of” field.

c. Select the type of expense you are filing in the “payee type” field.

d. Enter the name of the person or entity receiving the payment in the “Payee” field.

e. Enter the location the expense took place.

f. Enter the date of the expense.

g. Enter the Amount of the expense.

h. Enter the Reason for the expense.

i. Click “add”.

8. Select “New Contribution” to file an additional Contribution:

a. Select the session you are filing for. The system will default to the current session.

b. Select the report type you want the contribution to appear on in the “payee type” field.

c. Enter the name of the person or entity receiving the contribution in “Payee” field.

d. Enter the name of the person benefiting from the contribution in the “Benefactor” field.

e. Enter the Amount of the contribution.

f. Enter the location of the contribution.

g. Enter the date of the contribution.

h. Click “add”.

9. Select “New Bill” to file an additional bill/legislation number:

a. Select the session you are filing for. The system will default to the current session.

b. Select the relationship for the bill/legislation.

c. Type in the NUMBER of the bill only, from the drop down list select the bill you are following.

d. Select Stance (Oppose, Promote or Neutral)

e. Select “add”.

10. Select “New Topic” to file and additional subject:

a. Select the session you are filing for. The system will default to the current session.

b. Select the relationship for the topic.

c. Type in the first letters of the topic, from the drop down list select the topic you are following.

d. Select “add”.

11. When completed select “Preview Report”.

12. Select “File to State”.