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Release Notes
2018
In Production Now!
August Release - Sprint 96
June Release - Sprint 95
May Release (Part II) - Sprint 94
May Release - Sprint 93
March Release - Sprint 92
February Release - Sprint 91
January Release - Sprint 90
2017
December Release - Sprint 89
November Release - Sprint 88
October Release - Sprint 87
August Release - Sprint 86
July Release - Sprint 85
June Release - Sprint 84
May Release - Sprint 83
April Release - Sprint 82
March Release Sprint 81
February Release Sprint 80
January Release - Sprint 79
2016
November 2016 Release
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June 2016 Release
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April 2016 Release
February Release
January Release
December 2016 Release Notes
2015
November Release
September Release
July Release
June Release
April Release
February Release
January Release
2014
2014 Election Data: Transitional Contact Data for 2014 General Election Winners
November Release
September Release
August Release
July Release
May Release
April Release
February Release
2013
October Release
2012
Aristotle 360 Release Notes - June 2012
June Release
Aristotle 360 Release Notes - May 2012
2011
August Release
October Release
December Release
360 RELEASE NOTES
Aristotle 360 Policies and Technical Overviews
Aristotle 360 Hosting
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Action Center 3.1
Action Center 3.1 User Experience
Action Center 3.1 User Guide
Aristotle Express Advocacy
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Managing Display Order of Legislative Alerts
Franchise Advocacy
Agency Advocacy - Regulatory Comment Administration
Agency Advocacy - Regulatory Comment User Experience
My Legislator
Thank and Spank - State Alerts
Agency
How To Add an Agency
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Agency Advocacy - Regulatory Comment Administration
Agency Advocacy - Regulatory Comment User Experience
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Agency Advocacy - Regulatory Comment User Experience
Agency Advocacy - Regulatory Comment Administration
How To Add A Regulation
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Getting Started
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VIDEO: Aristotle 360 Training Modules
Create Disbursements from File Menu
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FireFox Version 26 (or Higher) - How to Change the Browser's 5-Minute Time Out
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NAR
FEC
Earmarked Contributions & You
Setting-up Candidate and Committee Relatioships
Adding/Updating Candidate ID & Address on a Committee Record
Form 1
Form 2
How to Correct Home Address on Form 2
Form 3
360 Types/Subtypes vs. Cross Compliance Transaction Tree
Troubleshooting Missing Candidate Information from an FEC report
Reporting Congressional moving and storage costs Advisory Opinion 2010-26
Form 3X
FEC Form 3X Override Column B Totals Tool (SuperUsers ONLY)
360 Types/Subtypes vs. Cross Compliance Transaction Tree
Troubleshooting
Troubleshooting Missing Candidate Information from an FEC report
Troubleshooting " *Error* TranID is NOT UNIQUE" on FEC reports
"BADFORMAT Inconsistent report IDs" error when filing Amendments
FEC Allowed Characters
FEC Testing
FEC Dummy Committee
Saving Compliance Reports
Saved Reports Dance
FEC Advisory Opinions
Reporting Congressional moving and storage costs Advisory Opinion 2010-26
State Reports
Walkthrough
Walkthrough: Filing the FEC Form 6 (48-Hour Notice of Contributions/Loans received)
Walkthrough: Using the Import Wizard
Walkthrough: List Processing
Walkthrough: Manually Filing an FEC Report
Homepage / Dashboard
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Quick Entry
Create Disbursements from File Menu
Quick Entry
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Session Statistics
South Dakota - Entering Expenditure Transactions
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Query Builder vs Advanced Search
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Current Selection - Selection Statistics
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Searching for Bill Sponsors - Federal or State
Quick Selections
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Entities / Master Records
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Exporting a List
How to enter Oklahoma (OK) contributor/vendor IDs in 360
Individuals
Creating a New Individual Record
Adding a Picture to an Individual Record
Create a New Individual
How to add employer information
Adding a Zip Code to an Individual
(UPDATED) Walkthrough: Using the Import Wizard
Setting a Primary Contact for an Organization
Householding
Creating a Household
Removing a Household from an Individual Record
Householding
Relationships between Individuals - Householding
Organizations
Creating a New Organization Record
Creating a new Organization
Definiton of Organizations
Deleting an Organization Record
(UPDATED) Walkthrough: Using the Import Wizard
Setting a Primary Contact for an Organization
Legislators
Creating a New Legislator Record
Adding a Legislator to a Committee
Committees
Creating a New Committee Record
Creating a New Committee
Creating a New Filing Committee
How to Add a Committee ID Number to a record
Selecting Filing Committee
About Filing Committees
Filing Committee Basic Information
When Adding a RegID
Committee Staff
Linking a Candidate to their Committee
Adding a Legislator to a Committee
Why is the Committee ID not appearing on a Cross-Compliance state report?
Financial Transactions
Why can I not add a transaction to a batch I created?
"Force Itemize"
Creating a New Filing Committee
Creating Custom Election Cycles
Linking a Committee's Disbursement to a Legislator
FEC Form 3 Types and Subtypes Chart
FEC Form 3x Receipt Types and Sub-Types
FEC Form 3X Disbursement Types and Sub-Types
Reporting In-State Activity Only on a State Report
Entering Earmarked Contributions
TYPE: "Earmarked" vs. TYPE: "Earmarked (Conduit)"
South Dakota - Entering Expenditure Transactions
Adding an Unpaid Bill
Adding a Subvendor to an Expense
Receipts
Credit Card Processing
Create Receipts from File Menu
Troubleshooting: Partnership memos not displaying
Proper data entry for Reattribution of contributions on FEC Form 3 or 3X
Disbursements
Entering Independent Expenditure Transactions
Pledges
Activity Management
About Activities
Activity Types
Completing Activities
Assigning Activities
Searching Activities
Exporting Activities
Phone Call
About Phone Call
Phone Call Statuses
Email
Email Template Editor (New)
FAQ: SPF Records for Mass Email
Mass Email Wizard, Brief Overview and Step 1
Mass Email Wizard, Step 2
Mass Email Wizard, Step 3
Mass Email Wizard, step 4
Mass Email Wizard, Step 5
Mass Email Wizard, Step 6
About Email
Sending Email
Tracking Email
Composing Email
Email Statuses
Email Template Editor
Email Subscription Manager
HTML Editor
Finding Bounced emails
Mass Email and spam
Auto-populated footer content in email messages
Direct Mail
About Direct Mail
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Fax
About Fax
Task
About Task
Task Statuses
Appointment
About Appointment
Appointment Statuses
Mass Activity Wizard
About Mass Activity Wizards
Using Mass Email Wizard for Blast Fundraising Emails
Merge Fields
Email Template Editor
Email Subscription Manager
HTML Editor
Thank You Letters/Emails
Walkthrough: Sending Merged Thank You Letters to Specific Groups of Donors
Campaigns / Activity Campaigns
Adding Components to Campaigns
Creating a New Campaign
How to Create an Email Component for a Campaign
How to Add a Component to a Campaign
Using the Report Panel Pane for Email Components
Events
About Events
How to create a new Event in Aristotle 360
How to Search for an existing Event
Adding Individuals or a List to an Event
How to add a Receipt or Disbursement to an Event
Reporting
Setting Up Administrative Allocation Ratios
1099 Form
The "File Now" Button
E-Filing
Walkthrough: Manually Filing an FEC Report
System Reports
Briefing Book report
Disbursement Transaction List report
Individual Details report
Receipt Transaction List report
Transaction report
Contribution Analysis report
Check Request report
Total Receipts per Election Period Report
Error running System event contribution report
Compliance Reports
Reporting In-State Activity Only on a State Report
FEC
Reattribution vs. Redesignation
Filing Committees
Filing Committee Basic Information
About Filing Committees
Selecting Filing Committee
Creating a New Filing Committee
Form 1
FEC Form 1
Form 2
FEC Form 2
Form 3
FEC Form 3
Proper data entry for Reattribution of contributions on FEC Form 3 or 3X
FEC Form 3 Types and Subtypes Chart
Getting "Personal Funds" to pull to Schedule C when the Loan is from the Candidate (Form 3)
FEC Form 3P
FEC Form 3P
Form 3P Filing Error: No Match Found for Back-Reference to Schedule/TranID
Form 3X
Form 3X
Proper data entry for Reattribution of contributions on FEC Form 3 or 3X
FEC Form 3x Receipt Types and Sub-Types
FEC Form 3X Disbursement Types and Sub-Types
Pulling a Subordinate Committee to the Schedule F on the Form 3X
Data Entry for Form 3x, Schedules H3
FEC Form 3x - Line 30b
Entering Coordinated Expenditures as Debt Repayment
Form 3L
FEC Form 3L
Form 5
Form 5
Form 6
How to file the Form 6
Walkthrough: Filing the FEC Form 6 (48-Hour Notice of Contributions/Loans received)
Form 24
Form 24 ; 24/48 Hour Notice
Form 99
FEC Form 99
Troubleshooting
"BADFORMAT Inconsistent report IDs" error when filing Amendments
Troubleshooting: Partnership memos not displaying
Alabama Reporting
Alabama reporting Forms 2-5
Alaska Reporting
Alaska Reporting - "Income" 1-3, "Expenses" 1-2
Alaska Reporting for PAC's - "Income" 1-2, "Expenses" 1-2
Arkansas Reporting
California Reporting (Cross Compliance)
California Reporting (LEGACY)
Data entry for "Contributions to Committees"
California Mandatory Efling Requirements - $25,000 threshold
Colorado Reporting
Colorado E-Filing & Skipped Transactions (ie: Why are my totals wrong?)
Colorado Reporting
Connecticut Reporting
Connecticut Reporting - Schedules B-S
Florida Reporting
Florida Reporting
Submitting your E-File
Filing Amendments for Florida State Reports
Illinois Reporting
Data Entry for In-Kind Vendors, Sch. I
Indiana Reporting
Indiana Reporting
How to submit an Indiana efile - CFA-4
Iowa Reporting
Iowa Reporting
Kansas Reporting
Kansas E-File Headers
Kansas Reporting
Maine Reporting (LEGACY)
Types/Subtypes used in Maine State Reporting (LEGACY)
Important Info re: Amendments & Debts
Massachusetts Reporting
Massachusetts Reporting
Michigan Reporting
Michigan Reporting
Linking Disbursements to Candidates for the PAC report
Update on the MI Reports, Version 2.1.1.19
Minnesota Reporting
Minnesota Reporting
Mississippi Reporting
Mississippi Reporting
Montana Reporting
Montana Reporting
New Mexico Reporting
New Mexico Reporting
New York Reporting
New York Party Reporting
New York PAC Reporting
Ohio Reporting
Ohio Reporting
Oklahoma Reporting
Oklahoma Reporting
How to enter Oklahoma (OK) contributor/vendor IDs in 360
South Dakota Reporting
South Dakota Reporting
The new and improved guide for users interested in using cross-compliant versions of Back Office or 360 for South Dakota.
Texas Reporting
Enter International Addresses
Utah Reporting
Utah Reporting
The new and improved guide for users interested in using cross-compliant versions of Back Office or 360 for the beautiful and scenic state of Utah.
Virginia Reporting
Virginia Reporting
Custom/QRT Reports
Custom Reports
Bank Accounts / Accounting
Creating a Batch
Creating a New Filing Committee
Creating A Bank Account
Selecting Filing Committee
About Filing Committees
Filing Committee Basic Information
Bank Accounts
Types of Bank Accounts
Bank Account Reports
Reconciliation Report
Outstanding Checks Report
Disbursements Report
Outstanding Receipts Report
Saving Committee Staff and Relationship Links
Viewing Committee Staff and Relationship Links
Using the Disbursement Budgeting Feature
Creating a New Disbursement Budget
Viewing Budgeting Disbursements
Exporting Disbursement Budgeting Data
Printing Checks
Bank Reconciliation Guide
Checks
Adding account and routing number to 2 Part Bottom check templates
Administration
Creating a New Filing Committee
Selecting Filing Committee
Account Settings
My User Settings
Add/Edit Users
User Permissions
Edit Record Groups
Edit Election Periods
Edit Transaction Limits
Global Transaction Defaults
Edit Receipt Sources
User-Defined / Custom Fields
About Filing Committees
Disbursement Budgeting
Check Status Settings
Email Subscription Manager
Forgot Password
Forgot Username
Change Password
Mobile Edition
Groups
About Groups
Creating Groups
Creating a Group from an Individual Record
Adding New Members to the Group
Assigning a List to a Group
Using Group Management
When to Use Groups vs. Notes
Assigning to Groups using Webform Builder
(UPDATED) Walkthrough: Using the Import Wizard
Fundraising/ Advocate Administration
Advocate function in conjunction with Web-Forms
Fundraising/Advocate Administration
Fundraiser/Bundler Management
Fundraiser and Bundler Management
Super Voter
Super Voter
Fat Cats
Fat Cats
Importing Data
Walkthrough: Using the Import Wizard
Importing or Updating Records using the Import Manager
Is there a way when you are uploading to use more than one group?
Importing errors
(UPDATED) Walkthrough: Using the Import Wizard
Import Troubleshooting Tips
Political Committee and Disbursement Import
Batches
Creating Batches
Notes
Definition of Notes
When to Use Groups vs. Notes
Training Videos
VIDEO: Aristotle 360 Training Modules
Compliance Q&A
Why are repayment and/or forgiveness transactions itemizing on an Outstanding Loan/Debt/Obligation Schedule?
Troubleshooting: Partnership memos not displaying
1099 Form
Internal Compliance
How to find a copy of an FEC Love Letter (RFAI)
Aristotle 360 API
Getting started with the Aristotle 360 API
Creating Entities and Transactions Using the API
Example Web-Application using the 360 API
Creating new individual with email information - sample
getList() Method
API XML string return value
Add/Update Individual Employer
Adding Individual to a Group
Add individual to a group by specifying group and category names
Add Individual and Receipt info
Fields/Field Mappings
Webform Builder
Webform Builder
Webform Components Tab (1)
Webform Options Tab (2)
Webform User Options Tab (3)
Webform Themes Tab (4)
Confirm Options Tab (5)
Header & Themes Tab (6)
Accepting Online Donations Using Your Webforms
Bills & Votes
Bills and Votes - Tracking From Federal and State Feeds
Bills and Votes Data
Searching for Bill Sponsors - Federal or State
Search For Legislators By Votes - Federal or State
Track Bill Manually
Track Vote Manually
Fly-In
Fly-In Overview
Fly-In Participants
Fly-In Appointments
Fly-In Survey
View Congressional Fly-Ins
Fly-In Meeting Summary Report
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