The Management menu contains the control panels that drive the way functions, like Individual/Organization records and Add Transaction forms, work for the front-end user. Adding or removing items from any of the Managers in this menu will add or remove items from drop-down menus elsewhere.
Affiliations Manager Allows you to add new ways in which Individuals can be Affiliated with Organization records.
Category Manager Add or remove budgeting categories to be used internally for tracking financial transactions.
Chapters Manager Add new chapters to your organization's BackOffice account. (For more information on setting up chapters, see How to set up Chapters.
Codes Manager Add new codes to BackOffice, remove existing codes, and organize your codes using Code Types.
Communications Manager Create customized Communication tags for specific letters, e-mails or phone drives, so that you can track your recipient lists later.
Contribution Limits Manager Enter contribution limits for Individuals, Organizations, and more specific types of entities, and BackOffice will alert you when a contributor has exceeded his contribution limits.
Custom Exports Manager Design your own export formats by choosing the fields you wish to include in your Excel file of results.
Election Manager Enter the office name, election type, and date for any elections in which your organization or committee may be involved. Elections are crucial for accurate filing of government campaign finance disclosure reports.
Saved Reports Manager We have added the ability to save custom reports so that you can generate them at a later time. This means that if you have a complicated custom report or a report that you run on a day-to-day basis that you will now be able to save them and reproduce them at any time.