The release also includes upgrades to existing features:
- Filtering and managing by batch on the Manage Transactions page,
- Grouping of conduit disbursement fees,
- Additional validation for cash transactions with monetary thresholds that trigger error review, and
- Fixes for small bugs identified from the last release.
HOW TO:
- 3X Form Generation for Reports
- Click Report Manager tab on the left side menu from your Home page.
The Report Manager view shows all reports you’ve created for this organization. Because the the software does not yet directly file to the FEC, you’ll want to mark the Status as “Filed” here in the Report Manager after you’ve downloaded a report and filed it directly with the FEC.
- Click “View” below the Generate new report button to adjust the columns you see on Report Manager.
- Click on the “Generate new report” button to begin the report you need. Click “Create your first report” if this is the first one. This takes you to the Report Types page. As we add new types of reports, they will all live here. For now, you’re generating Form 3X.
- Configure Form 3X Report.
In the Configure Form 3X Report view, the Coverage Start Date and Coverage End Date are based on the selected Report Period.
The “Order By” dropdown menu circled below in red is a feature that’s not quite ready yet - coming soon. Enter the Cash on Hand as of [DATE], shown in the purple circle.
If you have outstanding errors preventing filing, they’ll be flagged here. The quantity of errors shown on the “Configure Form 3X Report” page applies to all of the transactions for this organization, not just this reporting period.
When you click “Fix Errors,” you’ll be able to filter by the reporting period dates to focus only on errors for this report. (You may not have any errors outstanding for prior periods, unlike our Demo data.)
If you want to get CSVs that will include these errors, proceed and click “Generate Report.” When you “Fix Errors”, you’ll leave the Report Manager and get redirected to Prepare to File to fix them.
- Click the “Fix Errors” button, which takes you to the “Prepare to File” error review tool (also in your left side menu).
- Then click on “Activity Range” in the “Filter by” list and select the Report date range.
- Once the errors are filtered by your Report date range, you’ll see exactly what needs review for this report. Below in our Demo data, two records need review - not 19.
After you’ve fixed the errors preventing filing, navigate back to Report Manager. Generate a new report again, and “Generate Report”.
You’ve reached Report Preview. Here you can scroll to preview the Form 3X data that will appear in your report.
Download Options
Select from Download Options to get either a .CSV File or .FEC File.
- Export your receipts and disbursements as CSV.
- Note: These exports currently follow FEC’s itemization thresholds.
Our Demo Organization only contains Schedule B transactions, so Schedule A does not appear as an option. Schedule A will be available if applicable to your transactions. These are currently locked at the FEC-mandated itemization thresholds.
- Download a .FEC file for the final Report for upload at [FEC FILE URL]. Our current features do not include direct filing integration with gov, but it’s coming soon.
- Last step. Click “Finish Report.” You’ll be taken back to the Report Manager page and can view your prepared and/or filed reports. Once you’ve filed a report, click “Filed” to keep track.
Batch Management Enhancements
- On the Manage Transactions page, you can now:
- Filter by batch
- View transactions grouped by batch
Feel free to contact help@dmcapp.com any time. This email address reaches several team members to ensure a timely response.