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Welcome
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BackOffice or VoterManager Account Set-Up
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CompleteEmail
Purchasing More Storage for CompleteEmail
CompleteEmail: Turning Quotas On or Off
CompleteEmail: How to Add Users
CompleteEmail Storage
CompleteEmail
Government Reports
FEC
Our FEC Contacts and the Process for Calling an FEC Analyst
FEC Amendment to Reports with the Wrong Dates Filed / Using the Back Door Key
Candidate NOT Set as Primary Contact in FEC Reporting
Installing and Using FEC Check 6.1
FEC E-filing Configuration
E-Filing Logs
Database Exports for FEC Audits
FEC Allowed Characters
Earmarked Contributions & You
Filing Committee Set-up
Affiliated Entities and the FEC/IRS Reports They Pull To
FEC Form 3
FEC Form 3X
Checking the Multicandidate Status Box on the Form 3X
Viewer Issues
FEC Viewer (5 and 6) Errors and Issues
FEC Errors
FEC E-Filing Errors Upon Submit
FEC Errors to "Please Contact Support"
Error Message: An Error Has Occurred With Line X (0 does not equal 3000)
FEC Warnings
FEC Items for Review
Troubleshooting; Item for Review: No Previously e-filed report was found with the closing date of XX/XX/20XX. Please contact support if this was not expected.
Presidential Reports
Presidential Supported Reports
State Reports
California / FPPC
F460 (Recipent Committee Campaign Statements) Original Reports vs Amendments
FPPC Example errors
FPPC Form 460: Why does ***TYPE: Treasurer*** appear on my report?
California Mandatory Efling Requirements - $25,000 threshold
Road Runner Abuse Report
How to Handle RoadRunner Abuse Reports
Getting Started
About the Menu
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My Dashboard
FireFox Version 26 (or Higher) - How to Change the Browser's 5-Minute Time Out
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Add/Search
What is Add/Search Menu used for?
Quick Actions
Individuals
Adding a New Individual
Adding a Transaction from the Individual or Organization Record
Affiliations
Setting-up the Candidate's Record in the Database
Communications Explained
Editing an Existing Individual
Find and Combine Duplicate Records
How to consolidate three duplicate entries
Linking Spouses and Married Names
Pledge Tracking
Searching for an Individual
Starting From the Top: View Individual Screen
Using Attachments
Organizations
Adding a New Organization
Adding Transactions to the Organization Record
Changing Affiliations
Duplicate Organizations
Setting-up Commitees
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View Organization Screen
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Phones
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Contributions to Third Party (Memos)
Deleting a Transaction from the Record
Miscellaneous Income
Reportable Pledges
Transaction Types - Which one do I choose?
Reversing an Unpaid Bill or Accrued Expense and Recording it as an Inkind
Receipts
Contributions
Adding a Contribution from the Add/Search Financial Menu
Contributions from an Intermediary or Earmarked Contributions
Entering Earmarked Contributions if you are a Conduit Committee
Entering Bulk Unitemized Transactions
Online Contributions - FundRaiser FAQ
Receipts from Joint Fundraising Committees
Contributions from Other Candidates or Committees
Partnership / Split
Soft Allocations
Refunding Contributions
Recording a Reversed Contribution for a Partnership or Split
Recording a Redesignation / Redesignated Contribution
Recording a Reattribution
How To Create Debt Retirement in BackOffice
Inkind
Recording In-Kind Contributions
Recording In-Kind Expenditures
Disbursements
Expenses
Adding an Expense from the Add/Search Menu
Disbursement Reporting Codes 001-012
About Independent Expenditures
Adding Subvendors to an Expense
Ballot Measures on an Expense
Making Political Contributions to Other Candidates/Committees
Reversing an Expense
Reports
Custom Reports
Replacing Organizations with Primary Contact
Custom Reports
Common Queries
Records by Zip Code
Records by City
All Contributions
All Individuals in the Database Query
All Non-Standardized Address
All Organizations in the Database Query
All Records in the Database Query
Donated Last Year but not This Year
Email Query
Getting a Running Count
Limiting a Query to Individuals Only
Records with Last Year's Code but not This Year's Code
Records by Street
Export Methods
Converting Crystal Reports to PDF Format
Thank You Notes in Custom Reports
Using PhoneBlast
Tracking a Mass Communication
Export Methods
Exporting a Report into an Excel Spreadsheet
Yahoo Maps - Troubleshooting Issues
Broadcast Email
How to send Broadcast Email & Broadcast Faxes
Saving your Broadcast Email as a Text File
How to Re-subscribe Unsubscribed Email Addresses
Defining Queries
Defining Queries
Sub Queries
Example Sub-Query
Sub-Queries
Government Reports
About Government Reports
Change Committee Information on Government Reports
Changed Transaction Report
Government Filing Websites
I can't open my FEC report!
IRS Form 8872
Report Warnings and Errors Overview
Setting Up Government Reporting
Troubleshooting: FEC and FPPC Viewer Issues
Cross-Over State & Federal Reporting
Federal Expenses to Support State Candidates
FEC Federal
48 Hour Notice - Form 6
Adding Committee ID Number to an Organization
Error Message: Missing or Invalid FEC ID Number
Error Message: No Previously e-filed reports.
FEC Password: What is my FEC Password?
FEC Report did not show Contributions made to Other Candidates
Form 3Z-1 FEC Letter
In my FEC Report, names are blank, and other information is in the wrong place!
Installing the FEC Viewer
Post Election Reports
Problems Installing the FEC Viewer
Prohibited In-Kind Donations for Allocatable Activities
Refunding Contributions to Line 20A
The District & State for My Candidate is Not Appearing on my FEC Report
Unitemized Contributions
Form 3L
Who Must File a Form 3Z-1?
Why doesn't the 3Z-1 gross receipts total match Form 3 total gross receipts reported (Column B line 16)?
Reattribution vs. Redesignation
Form 3 & 3X
An Error has Occurred with Line 21a ($xxx not equal with $yyy)
Form 3 - Reporting Thresholds
FEC Report - Form 3 Line by Line
FEC Report - Form 3X Line by Line (PACs)
FEC Report - Form 3X Line by Line (Party)
FEC Form 3 Report with Incorrect Dates
Form 3, Schedule A: Exempt Legal or Accounting Services
Form 3 and 3X: Reporting Code is showing up
Form 3X: Moving a transaction from line 21A to 30B
Form 3X: Why is Line 21a off by a $.01?
Form 3x Line 11ai and 11aii
Schedule H1
Form 3X -- About the Schedule H4
Report Errors, Warnings and Items for Review
Letters from the FEC
Letters from the FEC -- Date Received by Conduit
Form 3Z-1 FEC Letter
Letters from the FEC – Column B
Letter From the FEC
FPPC State
Aggregation Groups
Form 460: Line by Line Guide
Form 460: Line 20, 21 & 22
Line 22 ( CA Form 460)
FPPC Form 460: Why does ***TYPE: Treasurer*** appear on my report?
Form 465: Supplemental Independent Expenditure Report
Form 496: Late Independent Expenditure Report
FPPC Password - How do I get a FPPC Password
Refunding Contributions - Schedule E
Reporting Transfers from Authorized Committees
Schedule D is Not Printing
State Reporting -- Change Thresholds or Itemize All Contributions
Where to File in California
Why don't my from and through statement dates appear on my FPPC report?
Report Errors and Warnings
Invalid FPPC ID Number Warning
Missing Candidate Data when validating a CA PAC report
Items for Review: "No Treasurer nor valid FPPC ID Number for Example Committee"
State Reporting
Alabama Reporting
Arkansas Reporting
Arkansas Government Reporting
Colorado Reporting
Colorado Government Reporting
Connecticut Reporting
Connecticut Reporting
Florida Reporting
Florida State Efiling
Filing Amendments for Florida State Reports
Errors from the Florida Department of State
Logging in to Florida Department of State Online Reporting System
Unable to Open Report
Verify the Submission of a Report
Georgia Reporting
Georgia Filing
Itemized Contribution Listed in Alphabetical Order
Illinois Reporting
Illinois Form D-2: Line by Line
Louisiana Reporting
Louisiana Government Reporting
Michigan Reporting
Issues with Public Funds not pulling to the Campaign Finance Statement (Gubernatorial Reports)
Gubernatorial Public Funds Application
Michigan "Office Sought" Update
Nevada Reporting
Nevada Campaign Contributions and Expenses Report
North Carolina Reports
How to Enter Reimbursements for North Carolina State Reports
Oklahoma Reporting
Transaction Types not Supported by OK State Reporting
Oregon Reporting
Oregon Best Practices
Oregon Error Messages
Pennsylvania Reporting
Pennsylvania Campaign Finance Report
Rhode Island Reporting
Rhode Island Campaign Financial Disclosure Report
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
Texas Candidate/Officeholder Campaign Finance Report
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.
Vermont Reporting
Vermont Government Reporting
Virginia Reporting
Virginia Government Reporting
Washington Reporting
Auctions - Washington Reporting
Low-Dollar Fundraisers - Washington Reporting
Correct data entry for Office Sought for Washington C3, C4, or C5 reports
Washington C4, Subvendors & You
Wisconsin Reporting
Wisconsin Campaign Finance Report
Standard Reports
Check Printing
Communication Detail Report
Communication Summary Report
Detailed Contribution Report
How to Export Everyone in Your Database
Online Donations by Hour
Regenerate Thank Yous
Thank You Letters
Standard Reports: Custom Export (Merge File) Report
Standard Reports: Unpaid Bills Summary Report
Standard Reports: Net Worth Statement
Standard Reports: Cash Flow Report
Standard Reports: Profit and Loss Statement
Standard Reports: Financial Register Report
Standard Reports: Detailed Report of Miscellaneous Income
Standard Reports: Detailed Expense Report
Standard Reports: Detailed Category Report (Contribution)
Standard Reports: Detailed Category Report (Expense)
Standard Reports: Detailed Contribution Report
Standard Reports: Detailed Financial Report
Standard Reports: Deposit Summary Report
Standard Reports: Communication Summary Report
Standard Reports: Code Usage
Standard Reports: Check Printing
Standard Reports: Category Usage
Standard Reports
Financial
Allocations
Adding Unpaid Bills
Reconciling Your Account
Accounts
Accounts vs. Bank Accounts
How to create a new Bank Account
How to create an Account
How to edit the Account Manager Page
What are accounts?
Budgeting
Budgeting
Deposits
Making a Deposit
Removing a Check from a Deposit
Reviewing and Modifying Existing Deposit Batches
Working with Deposit Batches
Loans
Adding a Loan Interest, Payment, or Forgiven
Loans Made
Loans Received
Modifying Loans
When Do I Use the Source Bank Field
How to Enter Loan Repayments of Loans Made or Guaranteed by the Candidate
Register
Viewing Multiple Accounts in Your Register
Using the Financial Register
How to Enter a Beginning Balance in the Register
Deleting a Transaction from the Register
Adding a Transaction from the Register
Unpaid Bills
Adding Unpaid Bills
How to Pay Unpaid Bills
Reversing Accruals (Unpaid Bills)
Management
Affiliations Manager
Elections Manager
Management Menu
Saved Reports
Category Manager
What are Categories?
Modifying Existing Categories
Adding Categories and Category Types
Making Categories Inactive
Chapter Manager
How to set up Chapters
Chapter Menu
Codes Manager
What are Codes?
Quick Codes
Making Codes Inactive
Useful Codes
Adding Codes and Code Types
Communications Manager
Communications Manager
How to track a mass Communication
Contribution Limits Manager
Common Problems When Setting Up Contribution Limits
Contribution Limits Manager
Custom Exports Manager
Custom Export Merge Fields
Custom Exports Manager
Creating a Custom Export
Imports
Defining your spreadsheet for Importing
Importing an Excel File into BackOffice
Adding Codes after an Upload
How to convert an existing Excel file into a .csv format
Public Pages
Public Pages Visually
Can I host the Public Page myself
Code Ordering for Public Pages
Importing Records from Public Pages
Adding a New Public Page
XML Submit
The XML Interface
XML info
Calendar
Calendar
Exporting Your Calendar from BackOffice back into Outlook
Uploading your calendar from Microsoft Outlook
System
Address Standardization
Automatic Duplicate Removal
How to Combine Duplicates
Options
System Menu
Broadcast Console
Add an Email for the Broadcast Email Tool
Bounce Types
User Manager
Adding a New User
Modifying Permissions for a Current User
User Manager
Hot Tips
Hot Tip - Adding a Code to an Import
Hot Tip - Analyzation Report
Hot Tips - Changed Transaction Report
Hot Tips - Copy Contact Information for Spouse
Hot Tip - Event Cards
Hot Tip - Event Type Manager
Hot Tip - FEC EFiling Tips
Hot Tip - Financial Transactions
Hot Tip - Make Us A Trusted Site
Hot Tip - Password Security - My Account
Hot Tip - Public Pages Auto Responder
Hot Tip - Radio Buttons
Hot Tip - Refunding Contributions
Hot Tip - Renaming/Changing Saved Reports
Hot Tip - Fundraiser - Run Batch Statement
Hot Tip - The New DPV
Hot Tip - Using the Details Button
Hot Tip - Guest List for an Event
Hot Tip - FEC ID Number Lookup
Hot Tip - Saved Reports
Hot Tip - Standarize Addresses
Hot Tip - Contacting Support
Hot Tip - Quick Codes
How to Export Contacts in Outlook to a .csv Format
Focus On Tutorials
Public Pages Tutorial
Focus On: Broadcast Email Console
Focus On - Broadcast Email Tutorial
Focus On : Codes
Focus On : Custom Exports
Focus On : Custom Financial Reports
Focus On : Custom Report Generator
Focus On : Data Import Tool
Focus On - Database Maintenance
Focus On - Letter Templates Tutorial
Focus On: Public Pages
Focus On - Pledge Tracking Tutorial
Focus On - Recommended Accounting Practices
Focus On - Reports Tutorial
Focus On - Thank You Letters Tutorial
Focus On - Unpaid Bills (Accured Expenses)
Troubleshooting
How to Re-subscribe Unsubscribed Email Addresses
FAQ's, Frequently Asked Questions
FEC Address, phone numbers, and other info
Empty Drop-Down Menus in the Custom Report Generator
Excel format problem
Expired Session -- Losing a Session
Fixing the Unexplainable, Slow Systems and Other Annoyances
MAC users
Http 500 Internal server error
Page not displayed
Javascript Error
Pop up blockers: When a report starts but nothing comes up!
Login issues
Text too large when printing letters
When I create a new record, information from another, unrelated account is auto filled into the new record.
Hotmail accounts cannot receive my broadcast email
When I run a report, nothing comes up.
When running a report, it comes up blank or greyed out
Contribution limits common problems
Troubleshooting: Viewing Batches in the Register: "Where did my batch go?"
Internal Tools
Known Firefox issues
Video Training
Training Video Link and Password
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