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Bank Accounts / Accounting
Creating a Batch
A batch is a group of transactions entered in at the same time. It is used as a way to double check that every transaction was entered correctly. For example if you have twenty receipts totaling to $5,000.00. You can start a batch and enter the projected...
17 Dec, 2011
Creating a New Filing Committee
To create a filing committee, Go to Settings > Filing Committees.  Click on the Add New Filing Committee link on the right-hand side of the page.
17 Dec, 2011
Creating A Bank Account
To add a new bank account, go to Settings > Filing Committees.  Chose the committee and click on Bank Accounts.  Click on the "Add Account" button and enter the information about the new bank account. Enter the name of the bank or financial institution that issued the account...
17 Dec, 2011
Selecting Filing Committee
You can have one or more filing committees in a dataset. You set up the info for the filing committee on the Filing Committees page by going to Settings > Filing Committees. Select the filing committee you wish to reveiw or edit by clicking on the magnifying glass next to the...
17 Dec, 2011
About Filing Committees
A Filing Committee is just a Committee record with a special designation. You can even view the same record on the committee page that you see on the filing committee page. You will not have as many options, and things like bank accounts, bank reports, and linked orgs are not available on the...
04 Oct, 2010
Filing Committee Basic Information
You will fill in the Basic Information with the same type of info that appears on your compliance report's cover page. Select the committee type, add a reg ID, and fill in the contact information. When done you need to click save at the top of the page to commit the information you have entered.
04 Oct, 2010
Bank Accounts
You can create multiple bank accounts for your filing committee. These are filing committee specific and multiple filing committees can not share a single bank account. To add a new account, go to Settings > Filing Committees.  Chose the committee and click on Bank...
17 Dec, 2011
Types of Bank Accounts
Bank Accounts can represent physical accounts in a bank or they can also represent logical caches of money that you want to keep seperate from other monies. An example of this would be Levin funds, which you need to report seperately from other hard monies.
21 May, 2009
Bank Account Reports
The reports found on the filing committee page are reports that relate to the bank accounts associated with the filing committee. There are 4 reports, they are: Bank Reconciliation Disbursements To run these reports, select the report you would like to run, enter the date range of...
11 Oct, 2016
Reconciliation Report
The reconcilliation report shows cleared and uncleared transactions line by line so that you can evaluate the reconciled status of your data. This report information is driven by the data entry performed in the Reconcile panel of the Account page. When running the report you will need to add...
21 May, 2009

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