We restructured the File and Edit menus on the Voter/Donor Search tool strip.  They have been moved into sub folders.  ALL menu items were retained.  Just moved to sub folders.

I don’t normally harp.  Ok, yes I do….  constantly...  Just not in writing.  Today I’m changing that up.  The past couple of weeks helping customers complete their year-end FEC filing had me noticing something.  

Many of our customers do NOT reconcile their Trail Blazer accounting with their bank accounts and then ensure that balance reconciles with what’s being reported to their campaign finance authority.

I’ve had a few folks say they reconcile with Quickbooks.  Great!  But….  Quickbooks does not do your FEC filing.  On many occasions I have found missing transactions in Trail Blazer even though their Quickbooks accounts were reconciled.

Some do reconcile, but don’t ensure that the bank numbers are then reconciled to what is being reported to their campaign finance authority.  Again, too frequently, I have see an unexplained difference between the reconciled bank balance and the reported number.

Why reconcile?  You cannot know if you have captured all on your contributions and payments unless you are reconciling.  Reconciling increases your confidence that what you are reporting is much more accurate.  Reconciling on a timely basis ensures your books do not get out of control.

Interestingly I don’t get enough requests from customers asking for training on how to do the reconciliations.  Training IS INCLUDED with your subscription.  Take a look at the curriculums page.

- Enhancements/Fixes to FEC disclosure reporting:

  - When Create-Report is pressed, a progress bar is displayed during the preparation of the specification form.

  - For Form 3 and Form 3S Schedule A, the 'force disclosure itemization' setting was not being honored.  Fixed.

  - FEC reporting will now tally receipt type 'Refund/Rebate' in the Offset to Operating Expenditures box.

  - Added an 'FEC Site' toolstrip button to bring up the committee's page on the FEC site.

  - Fixed the Validation-Results tab page link to the FEC site.

  - Grid titles were updated with the form's purpose.  For example, Schedule C now displays as 'Schedule C - Loans'.

  - The width of the panel portion of all grids was set to an appropriate size to maximize the space devoted to the datagrid.

  - All grids where more than one row can exist provide for a summary line.  Dollar amounts are specified as summable.

  - All grids where more than one row can exist now include an 'Include' column.

  - Freeze column point is now specified for all grids.

  - All dollar amounts are formatted with commas and two digits.

  - Column widths were adjusted to be suitable for the column use.

  - Exports from grids work.

  - Form 3 processing:

    - Form 3 grid in its column headings includes the summary page line number associated with the column.

    - Most grids now show the column numbers as part of column headings.

  - Form 3x processing

    - Found and corrected a significant performance problem.

    - Form 3x grid in its column headings includes the summary page line number associated with the column.

    - Most grids now show the column numbers as part of column headings.

We released the new FEC tools to be compliant with the 1/14/2014 deadline.

With the new release the FEC has made some changes to the upload locations.  They provided this table to us: 

In Trail Blazer you MAY need to make these changes here when doing your FIRST upload:

In case you missed it, it's a New Year.

If you are a nonprofit or PAC customer, it's time to update your default Cycles/Elections in Trail Blazer.  It will speed up your contribution and expenditure data entry.

With last week's release of our software we added a new enhancement you can include on your donation page.

Our legacy donation iframe looked like the left side picture (click to enlarge).  The right side is the new style.

The new iframe can be colorized to match the coloring on your site.

I recently assisted a customer in upgrading their donation page.  Take a look!

You will need to add ?ver=2 onto your iframe text.

My old iframe text looks like this:

<iframe src="https://www.trailblz.info/DemoNonProfitMark/Donations.aspx" style="width:500px;height:1200px" width="500px" height="1200px" frameborder="0" scrolling="no" onload="scroll(0,0)" ></iframe>

Here's the ever so minor change needed:  

<iframe src="https://www.trailblz.info/DemoNonProfitMark/Donations.aspx?ver=2" style="width:800px;height:1200px" width="800px" height="1200px" frameborder="0" scrolling="no" onload="scroll(0,0)" ></iframe>

The only change is the additional text shown in large letters.  The width change to 800 will allow a side by side donation page layout as shown in the screen shot above.

Give support a call to match the coloring on your site.  Currently that option is not yet released to our customers.

In a prior release we added the Voter/Donor Relationships list

In this release we added a proper search panel.

Bank Reconciliation Enhancements.

You can now print the reconciliation. (Ya, that's been a long time comin')

When a transaction is cleared, we now add a bank statement date to the transaction.  This will allow you to go back and see WHEN you cleared a particular item.

We did finally come out of the middle ages and make consistent the column PriorLastName.  It's no longer referred to anywhere as MaidenName ( I hope we found them all).

Payroll Contribution Imports

Some of our customers import payroll contributions regularly.  If you added the Trail Blazer id to each record in the payroll file, it was nicely merged with the correct individual.  However, if you had a new person you had to import them separately or manually add them.  You can now have records with missing Trail Blazer id's.  The program will create a new person in the database.

Signature date added to FEC reporting.  This will allow you to run your report days before it's due, but still set the signature date to the due date (or any date you wish). 

If you file FEC reports for several Trail Blazer customers, the FEC upload tool will load the proper committee number on the upload screen.  You need only enter your password. 

"The Commission resumed operations on Thursday, October 17, 2013.  Accordingly, the Commission will not pursue administrative fines against filers whose reports were due during the federal government shutdown and who failed to file on a timely basis as long as they file their reports by 11:59 p.m. on Friday, October 18, 2013.  See 11 CFR 111.35.  This deadline applies to both electronic filers and paper filers, including those that file with the Secretary of the Senate.

Staff in the Reports Analysis Division (202/694-1130) and Electronic Filing Office (202/694-1307) will be available to assist filers. "

On Tuesday we made some enhancements to the integrity of the data in the Payments section of TB.  One of those enhancements caused the Memo tab to have focus when attempting to pay an invoice instead of the Payments tab.  This version corrects that.

 You access the name badges from the REPORTS button in the lower right of your screen:

It should run about 50 times faster with today's release.  That will save you some time!

A new item was added today.  For political customers it will read Voter Relationships.

 Partnership was added to the Payment Methods drop down in the Contributions list:

 A feature was added so that from the Household list one can set en masse attributes for all members of the household for all included households in the list.

Audit Count

You can add to the format 3 new columns.  Audit Count, Audit First Date and Audit Last Date.  The Audit Count column is linkable.  You will be able to see the Trail Blazer audit trail for how frequently that record has been updated.  

These columns have been added to the following tables:

Address
Contribution
Expenditure
Household
Invoice
Payee
Payer
Voter/Donor 

In the picture below, if I click on the 10 in the Audit Count column for Vickie Hull, I will see the following:

This will give me the edit history for this particular person.

We had to make some changes for PAC's the file both federally and non-federally.

Also our non-monetary expenditures were not being given a unique transaction ID.  That's corrected.

A SQL Query walks into a bar. In one corner of the bar are two tables. The Query walks up to the tables and asks: - Mind if I join you? 

SELECT * FROM [Users]

WHERE [Clue] > 0

No records found.

So, we've had this category in our knowledge base named Best Practices for some time.  However, it's been empty.  Not any more.  Tom has written a few articles and promises more to come. They can be viewed here.

Have you been storing images on your voter/donor records?

To prepare for some future enhancements, the images have been moved to the Gallery tab:

Stay tuned for more.

If you would like to experiment in this area, be aware that a images and documents placed into the System Gallery...

...are available to other parts of the program including Events, other Voter/Donor records, and soon emails.

Would you like to de-active some of them so they won't show up in your dropdown lists?

With our release today you can do that.

Have you ever wanted or tried to delete a saved query from Trail Blazer?  It's ah.... quirky.  But I've got a video that will show you how to do it!

The Call Book Report will now printed INCOMPLETE reminders in the log notes area of the report.

To run the Call Book Report:

Someone asked via the comments box: Is there a keyboard shortcut for switching between open windows? 

Yes:   Ctrl-Tab

Someone asked via the comments box: Can you search for PACs by FEC ID? 

Yes.  It's not a built in search so you will need to use the SQL tab.

Enter the following:

EntityFilerID='Cxxxxxxxx'

Be sure to replace the x's with the Committee ID number.