Aristotle Support

November Release - Sprint 99

Article ID: 1233
Last updated: 08 Nov, 2018

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Sprint 99 Release Notes

November Release

Overview:

Sprint 99 went live on November 8, 2018.

In Sprint 99, we released two distinct PAC Transmittal Letter Template builders. A standard PAC Transmittal template and a State Conduit Transmittal Letter.  We also added some additional enhancements to our State Conduit Management App. Lastly, we updated our CC.COM API to reflect the latest supported version of CC.COM.

Transmittal Letters

Introduction

Aristotle 360 now support transmittal letter generation based on templates that will be customized by the user. These Transmittal Letters serve as the cover page/lletter sent with political contributions.

Within the template editor, the user will select a Template Type (PAC or Conduit) that will provide a base outline that includes system merge codes (used to pull transaction related information & recipient contact information) as well as some sample text to guide you in the development of your specific Transmittal Letter. The State Conduit Transmittal letter template differs from the PAC template in that it includes linked receipt transactions that are required by certain states.

Note: User may setup as many Transmittal Letters as necessary. We anticipate users creating different templates based on recipient type such as a Candidate, Party or PAC Committee.

To Create a PAC Transmittal Template:

  1. Go To Settings->Template Editor

     
    • Select “Add New Template”

  2. From Template user will need to do the following:
    1. Template Name: Add Template Name
    2. Select Transmittal Template – Two Options will display
      1. PAC Transmittal Template – Most common option will provide a model that will create a sample template that should be customized with your organization’s contact information and relevant text.
      2. Conduit Transmittal Template – Designed to be used in conjunction with our State Conduit App, it will also add Linked Transaction details to the transmittal Letter
    3. Template Description – Add optional description to assist future staffers under purpose of this specific template.
    4. Letter – Based on the Transmittal Template type selected a pre-formatted letter will be displayed within the new HTML Editor.
      • Modify suggested Text
      • Transmittal Merge Fields – Users may add additional useful merge fields into the template

        1. Set Cursor on place where you wish to insert Merge Code
        2. Select Transmittal Merge Field
        3. Click Select

Transmittal Letter Generation

The transmittal Letter can be accessed within the check generation portion of Aristotle 360. The selected Transmittal Letter will be generated in the same order as your checks when printed to facilitate the collation of Transmittal Letter and check.

To Generate Transmittal Letter:

  1. Go to Settings->Accounting->Filing Committee->Select Committee (from Available Filing Committees) that disbursements are associated.
  2. From Filing Committee->Bank Accounts- Select Bank Account
  3. From Bank Account ->Check Printing -> Select Transactions and Generate Check(s)
  4. Search for transactions (include Posted may need to be check if Post option was selected in check generation) and select.
  5. Select Transmittal Letter in drop down to select desired Transmittal Letter
    • Pop Up shows Transmittal- select Open to review in .PDF
    • Print as normal from .PDF interface

To Create a Conduit Transmittal Template:

  1. Go To Settings->Template Editor

    1. Select “Add New Template

  2. From Template user will need to do the following:
    1. Template Name: Add Template Name
    2. Select Transmittal Template – Two Options will display; PAC Transmittal Letter & Conduit Transmittal Letter. Select Conduit Transmittal Letter.  ***Do not alter/Remove system generated Table (<<#TableConduitContributors#>>) in red rectangle within the template editor! It adds required Individual Receipt Allocations.
    3. Template Description – Add optional description to assist future staffers under purpose of this specific template.
    4. Letter – Based on the Transmittal Template type selected a pre-formatted letter will be displayed within the new HTML Editor.
      • Modify suggested Text
      • Transmittal Merge Fields – Users may add additional useful merge fields into the template

  1. Set Cursor on place where you wish to insert Merge Code
  2. Select Transmittal Merge Field
  3. Click Select

Transmittal Letter Generation

The transmittal Letter can be accessed within the check generation portion of Aristotle 360. The selected Transmittal Letter will be generated in the same order as your checks when printed to facilitate the collation of Transmittal Letter and check.

To Generate Transmittal Letter:

  1. Go to Settings->Accounting->Filing Committee->Select Committee (from Available Filing Committees) where conduit disbursements are located.
  2. From Filing Committee->Bank Accounts- Select Bank Account
  3. From Bank Account ->Check Printing -> Select Transactions and Generate Check(s)
  4. Search for transactions (include Posted may need to be check if Post option was selected in check generation) and select.
  5. Select Transmittal Letter in drop down to select desired Transmittal Letter
    • Pop Up shows Transmittal Letter- select Open to review in .PDF

      Note: Highlighted area shows the linked individual receipts allocated to the disbursement.

State Conduit Management

Introduction

The new State Conduit Management App provides a single place to create state conduit disbursements, manage individual available receipt balances, allocate individual receipts and create all necessary compliance reports.

The application will permit user to manage the full state conduit disbursement creation process without leaving the conduit management application. The State Conduit Management system will create all necessary transactions (Disbursements and linked Individual receipt allocations) in Aristotle 360.  These transactions are created in such a way as your Conduit Compliance report can be generated without issue.

During this Sprint we added the following functionality:

  1. Make Disbursement Element Sticky to support scrolling to keep element in view
  2. Add Column sorting to any Column within Application
  3. For Committed transactions an Add Button is present within Actions to Open new disbursement workflow.

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Article ID: 1233
Last updated: 08 Nov, 2018
Revision: 2
Views: 5
Tags
State Conduit Management Allocate Transmittal Transmittal Letter
Attached files
item Sprint 99 Release Notes Final.pdf (943 kb) Download

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