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FECFile Update List

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Build 6.3.1.1
Release date – March 10, 2009

Updates:

• Corrected a problem where all transactions would auto-itemize.

Build 6.3.1.0
Release date – March 10, 2009

Updates:

• Form 1 updated for Lobbyist/Registrant regulations.
• Values display correctly for summary pages, Form 3 and Form 3PS, sections III/Column C and IV/Column C.
• New "Go to Page Number" function when viewing a report.

Build 6.2.1.0
Release date – June 9, 2008

Updates:

• New data converter tool for importing (.csv to ASCII 28).
• Revised import instructions and made clarifications on the import layouts.
• Changes to Form 1 (new fields).
• Changes to Form 9 (new fields).
• Schedule H6 - output mapping of Act/Event corrected .
• Form 1 - "None" has been removed as a type of connected organization.
• Form 3X, Line 16 - In-Kind check-box removed.
• Percentage outputs corrected for mapping and made consistent across all forms and schedules.
• Year-End Report for Monthly filers will now print the correct check-box.
• Removed previous filing ID field from the "Close report" process.
• Form 3Z-1 pop-up updated and can now be filed with any report.
• Back-Reference fields are now populated for transaction splits.
• Schedule C - added "Memo" check-box.
• Schedule C - added "Personal funds" check-box.
• Form 3X, Schedule B refunds - added “Refund to Prior Calendar Year’s Receipt.”
• Form 3, Schedule B refunds - added “Refund to Prior Election Cycle Receipt.”
• Form 3P, Schedule B refunds - added “Refund to Prior Election Cycle Receipt.”
• Schedule L - “Beginning COH” now carries forward from previous Year-End reports.
• Schedule L - Column B totals now appear instantly, no longer after closing the DCF and re-opening.
• Affiliated Committee pop-up added.
• Redesignation transactions now generated as memo.
• Schedule B - Beneficiary validation removed.
• Merge Names feature to include middle name exception to prompt if one middle name is blank.
• FECLoad - Background status window modified to be more descriptive.
• FECPrint, Form 3P - Added the “-P” to the schedules to reflect the paper rendition.
• FECPrint - Text Record Description modified to avoid overlapping TranID.
• FECPrint, Schedule C2 – Guarantor State field now maps correctly.
• FECPrint, Schedule C/C1 – Convert all loan percentage decimals to percent values (.0450 è 4.5%).
• FECPrint Form 6 – Added “Electronically Filed by” to signature .

Build 6.1.1.3
Release date – January 24, 2008

Update:

• Merge feature corrected so that like records merge properly (state codes).

Build 6.1.1.2
Release date – January 17, 2008

Updates:

• Corrected an import problem where data fields were importing offset.
• Form 3Z-1 now can be created and submitted with any report that contains "12/31" or "6/30" in its coverage period prior to the candidate's General Election. Pop-up reminder message only appears on Year-End and July Quarterly Reports.
• District codes now output with preceding "0" if the district code is 1-9.
• Schedule B CCM/CAN (candidate committee/candidate) now outputting to correct data fields.
• Form 24 aggregate feature removed.
• Campaign committees now able to link a candidate to committee in the Individuals/Organizations.
• Schedule L now outputting Field Column A "11. Ending Cash on Hand".
• Software installation now retains existing upload settings from previous version.
• Schedule H4 activity check-boxes now print correctly.
• Form 1, Name Change and Address Change Check-boxes, now print correctly.
• Corrected schedule titles on the printed Form 3P.
• Form 9, Employer and Occupation Fields are now printing.

Build 6.1.1.1
Release date – January 2, 2008

Updates:

• New software splash screen.
• New Form 5.
• New Form 9.
• “Update Committee List” feature has been enhanced. It now contains and loads current contribution limits in addition to the FEC master committee list.
• New transaction check-box to force aggregate memo activity on Schedule A and Schedule Es.
• Added text description “H4” to the summary page line number 21B.
• Corrected leading space problem in memo text created by a forgiven loan.
• Terminated committees are now removed from the FEC download Committee List.
• Corrected Form 3P run-time error on new disbursements window.
• Added presidential category code to validation for Form 3P, Schedule B.
• Corrected FECFile data output to read “11AI”, instead of “11A1”.
• Field 27 of Schedule C, if populated in the .fec output file, will now show “13”.
• Removed duplicate primary/general options listed in transaction pull-down.
• New pop-up encourages F3 filers to change election cycle on Year-End Reports of even years.
• Schedule E aggregate totals now aggregate accurately based on calendar year per election and office sought.
• Changed default location for the validator output file.
• Added “Recount” to the primary/general pull-down options.
• Added feature to auto-archive, if an archive folder exists.
• Added military state codes to transaction pull-down.
• FECFile output now eliminates the requirement for quotes around text.
• FECFile output now contains separate fields for all names components (last, first, middle, prefix, suffix).
• FECFile now outputs district codes always as two digits.
• Corrected regulation citation in the “Personal Funds” pop-up to reflect “100.33”.
• Corrected the F1 “None” functionality to not replace Authorized Committees with the word “None”.
• Import formats have been updated to meet Version 6.1 specifications.
• Schedule F interface corrected to only allow the entry of a Designated Committee or a Subordinate Committee per transactions.

Build 5.3.1.2
Release date – June 20, 2007

Updates:

• Aggregate totaling problem from Build 5.3.1.1 corrected.

Build 5.3.1.1
Release date – June 8, 2007

Updates:

• Validation output file error corrected (temp file now defaults to FECFile folder, instead of the root directory).
• MS Vista compatible

Build 5.3.1.0
Release date – February 6, 2006

Updates:

• Check Limits function updated with current contribution limits.
• Help function hyperlink updated with the current FEC web site address for obtaining user manuals.
• Corrected the spelling of "Massachusetts" in the state drop down of the Individuals/Organizations function.
• FECPrint viewer corrected to prevent overlapping of text for larger filings.
• FECPrint viewer corrected to accommodate scrolling for large filings (missing scroll bar).

Build 5.2.0.1
Release date – February 10, 2005

Updates:

• F3X, line 11i and 11ii Column B totals, now show on the printed report.
• F1 now has a 'Signed By' field so that the report can be signed by the assistant treasurer.
• The Schedule H1 check-boxes can now be used and selected even if 50% is selected.

Build 5.2.0.0
Release date – February 2, 2005

Updates:

• Validation routine will run, even if the election cycle field is not filled in on Form 99 and Form 1.
• Form 99 – A carriage return may now be used when entering memo record information in the Form 99.
• Form 3P no longer requires a state to be selected when creating a report. However, the option to enter a state remains as part of this transaction entry.
• The error message associated with transaction and name imports is more descriptive to support proper use of new name fields.
• Printed reports are improved to address some text, content, and format issues.
• General print parameters now print 10 transactions / names per page, rather than 20 to assure universal support for all printer types.
• F1 (Agent/Affiliate Window) defaults to: “Business, Financial institution…” entity type, when adding a new affiliation.  This makes it possible to enter “None” or other user text if there is no match in the list/search box.
• Category Code for Form 99, now excludes “Conduit Type – MSJ” from the list of category codes.
• Cloning for in-kind transactions is no longer allowed. Due to the complexity of in-kind transactions, these are to be directly entered. Note: Probable cause of "run-time error" issue, experienced with the deleting of cloned in-kind transactions.
• Refund calculation for Schedule A has been modified so that if a refund to an entity is created, then the aggregate of that entity will be reduced by the refund amount.
• Schedule L now provides a delete function and will also be automatically amended when filers amend the parent report.
• A new search function allows filers to search transactions based on a text matching search, present the results in a separate window, and work with the search results as though in the “All Transactions” window.
• Support for loan handling has been enhanced.  When a loan is forgiven or the forgiven status rescinded (as indicated by checking or un-checking the forgiven box on the loan screen) the system automatically generates a memo noting the action.
• Joint Fundraisers on Form 2, are selectable in the drop down list as “PAC/Affiliated”.
• The FEC ID label for the information entry screens now changes to match information needed for each selectable drop down item (e.g., Candidate ID for drop down item “Candidate”).
• The system now routes committees to complete committee information before proceeding to enter reports.
• A Miscellaneous Document is now also labeled as Form 99 in the form type menu.
• The screen now remains at a transaction, (after the transaction is selected for viewing or modification), instead of returning to the top of the list of transactions.
• The validator has been updated to include new forms and checks including embedded quotes and federal funds total checks.
• When an unauthorized committee is entering their committee information the “Authorized Candidate Field” is grayed out since it not applicable.
• The upload function, and the .ini has new default URLs for SSL and direct connections, linking with enhanced server sites for FEC filing.
• The import function is updated to import the description field for H4s, and to exclude an extra field in Schedules A/B.
• Schedule L allows creation of a receipt from the ‘View Receipt’ page.
• Line # 30a and 30b are included in the choices for loan/debt payments.
• Software includes the recent changes to the Schedule H Series.
• User manuals have been updated (not yet posted).
• The 'None' radio selection will auto-fill the name with "None" on F1/F2.
• The Debt Owed By Committee now prints on the correct line number (10).
• Loans Made now generates a memo text when forgiving a loan.
• The dial-up string for the test server now reflects the correct number.
• When the 'Open All' option is selected on the menu bar, all windows in FECfile now open.
• The Due Date For Loans is free text and prints correctly.
• The HDR version in the output *.fec file reflects 5.2 as the filing format.
• 'Public Communications' now added as an event type.
• The spelling of the word 'FUNDRAISER' has been corrected on the printed form of Schedule H2.

Build 5.1.2.0
Release date – January 21, 2004

Updates:

• “Copy All” function in Committee Lookup populates Organization field for non-individuals rather than Last Name field.
• “Print Preview” function works from all the transaction views

Build 5.1.1.0
Release date – January 7, 2004

Updates:

• “Names” format change implemented for improved query and clarity - format Version 5.1
• F3P expenditure state allocation added.
• Form 2 can be amended.
• Form 1 candidate state is picked up from Candidate name information if Committee information is blank.
• Form 99 codes updated.
• Memo text update now indicates that the file needs to be saved.
• Partnership records can be entered even if the date range falls in the period of a closed report.
• Check number and account identifier added to SA/SB.
• Debt-to-payments itemization problem corrected.
• 24 hour notices show the aggregates.
• Obsolete loans/debts/accruals no longer show in the loans and debts window.
• F3P verbiage changed to improve clarity.
• Clipboard size for copying Validator window increased
• SC/1 allows interest rate to be alphanumeric (like SC).
• F99 text limit increased: 20,000 characters.
• Software help content removed, replaced with a reference to the user manual on the FEC web-site.
• Download Menu item reads “Update Committee List.”

Build 2.0
Release date - July 2, 2003

Updates:

• Disabled ability to open and work from READ ONLY data files.
• Updated F99 Document Type codes.
• Added reminder pop-up message upon closing report for F3Z-1 filers.
• Enabled text copy and paste from FECheck (validator) output.
• Revised H4 print presentation to sort transactions by event first, then by date, then by order entered into software.
• Improved ability to enter multiple account names for softmoney accounts.
• Limited transactions per page on schedules from 20 to 10 to prevent
  truncation during printing.
• Enabled 'Cash on Hand' for F3X to display in Column B when no other
  activity is reported.
• Corrected F3X Column B 18(a) and 18(b) totaling bug.
• Corrected bug that continued reporting Debt/Loan after being forgiven.
• Corrected H4 bug that duplicated the event type within the description field.

Build 1.0
Release date – April 10, 2003

Updates:

• Corrected F3X Line 21a (H4) totaling error.
• Corrected F3X summary page column b line 20 totaling error.
• Enabled error/warning descriptions for FECheck5 validation output.
• Disabled ability to delete special events.
• Disabled ability to create in-kind SA/SB in SL.
• When importing from DCF 4 Changed Admin/Voter drive from dcf 4 to Administrative.
• Category code values updated.
• Enabled Schedule F memo text to be created, viewed and printed.
• Updated warning message received when user tries to modify a closed report to read: "This report is already closed…" instead of "This report is already filed…."

Build 0.0
Release date – March 14, 2003
Bipartisan Campaign Reform Act (BCRA):

• SL has been added.
• F3X has been updated with the new summary page with SL, line 18 and line 30.
• Schedule H5 and H6 have been added to F3X.
• Schedule H1 modified to reflect version 5 BCRA layout.

Updates:

• F3 has 3Z-1 right click option to generate 3Z-1.
• SA has increased limits for F3s; SB has Refund check box.
• Form 99 can select Document type.
• Category code has been added to all the expenditures.
• Schedule F has "Increased limits" checkbox.
• You can add Schedule F to F24 now.
• New system events for Generic Voter Drive and Exempt activity added.
  Administrative/Voter Drive has been modified to reflect only Administrative.
• YE does not select default dates.
• Form 2 fax number has been added

Page updated March 11, 2009