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Knowledgebase

Aristotle 360

Release Notes

Action Center 3.1

Agency

Regulation

Getting Started

Internal Support for Aristotle 360

Walkthrough

Homepage / Dashboard

Quick Entry

Searching

Entities / Master Records

Financial Transactions

Activity Management

Thank You Letters/Emails

Campaigns / Activity Campaigns

Events

Reporting

Bank Accounts / Accounting

Administration

Mobile Edition

Groups

Fundraising/ Advocate Administration

Super Voter

Fat Cats

Importing Data

Batches

Notes

Training Videos

Compliance Q&A

Aristotle 360 API

Webform Builder

Bills & Votes

Fly-In

Sharepoint Sites

Options

Aristotle 360

Release Notes

2017

In Production Now!

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

October 2016 Release

August 2016 Release

July 2016 Release

June 2016 Release

May 2016 Release

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

Action Center 3.1

Action Center 3.1 User Experience

Action Center 3.1 User Guide

Franchise Advocacy

Agency Advocacy - Regulatory Comment Administration

Agency Advocacy - Regulatory Comment User Experience

My Legislator

Agency

How To Add an Agency

Search For An Agency

Agency Advocacy - Regulatory Comment Administration

Agency Advocacy - Regulatory Comment User Experience

Regulation

Agency Advocacy - Regulatory Comment User Experience

Agency Advocacy - Regulatory Comment Administration

How To Add A Regulation

Search For a Regulation

Getting Started

How to log into Aristotle 360

VIDEO: Aristotle 360 Training Modules

Create Disbursements from File Menu

Ask A Question

Quick Search (Auto-suggest)

Quick Search

Selecting Filing Committee

360 Hotkeys

Aristotle Technical Support

Getting Started Guide

Online Knowledge-Base

Definition of a Record

Deleting a Record

Saving a Record

User permissions - Lowest possible

FireFox Version 26 (or Higher) - How to Change the Browser's 5-Minute Time Out

Internal Support for Aristotle 360

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

Dashboard

Quick Selections on the Home Page

Records per Code on the Dashboard

Quick Entry

Create Disbursements from File Menu

Quick Entry

Quick Entry Hotkeys

Steps to Enter Disbursements from Quick Entry

Steps to Enter Receipts from Quick Entry

Steps to Add an Entity to a Group in Quick Entry

Session Statistics

South Dakota - Entering Expenditure Transactions

Searching

Advanced Search

Query Builder vs Advanced Search

Advanced Search on Multiple Values (Cities, Counties, etc.)

Basic Search

Disbursement Search

Exporting a Saved List

List Manager

List Processing

Receipt Search

Current Selection

Steps to Use Quick Search to Create a List

Steps to Use Advanced Search to Create a List

Merging Two Records

Receipt Search by Deposited Date

Current Selection - Selection Statistics

Legislator Search by Bill Sponsorship

Searching for Bill Sponsors - Federal or State

Quick Selections

About Quick Selections

Quick Selections on the Home Page

View Quick Selections

Entities / Master Records

Components Common to all Records Pages

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

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

Direct Mail Statuses

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

Form 3P Filing Error: No Match Found for Back-Reference to Schedule/TranID

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 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

Submitting your E-File

Filing Amendments for Florida State Reports

Illinois Reporting

Data Entry for In-Kind Vendors, Sch. I

Indiana Reporting

How to submit an Indiana efile - CFA-4

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

Michigan Reporting

Linking Disbursements to Candidates for the PAC report

Update on the MI Reports, Version 2.1.1.19

Minnesota Reporting

Mississippi Reporting

Montana Reporting

New Mexico Reporting

New York Reporting

New York Party Reporting

New York PAC Reporting

Ohio Reporting

Oklahoma Reporting

How to enter Oklahoma (OK) contributor/vendor IDs in 360

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

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

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 Template Editor

Email Subscription Manager

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

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 Components Tab (1)

Webform Options Tab (2)

Webform User Options Tab (3)

Webform Themes Tab (4)

Accepting Online Donations Using Your Webforms

Bills & Votes

Bills and Votes - Tracking From Federal and State Feeds

Track Bill Manually

Track Vote Manually

Bills and Votes Data

Searching for Bill Sponsors - Federal or State

Fly-In

Fly-In Overview

Fly-In Participants

Fly-In Appointments

Fly-In Survey

View Congressional Fly-Ins

Fly-In Meeting Summary Report

Sharepoint Sites