Welcome to the Reports Analysis Division web
video series on FECFile, the Commission’s free electronic filing software. Each video will advance your understanding
of the software’s functions and fundamentals to improve your comfort level and help you
avoid common reporting errors. I will walk you through the process of setting
up a committee database using FECFile. Before starting you will need to: – Download the FECFile software from our website.
– Request a password, and – Have the Getting Started with FECFile User
Manual for PAC and Party Committees on hand All of this information can be found on the
Commission’s website . Let’s begin by opening FECFile from the
desktop . At the opening screen you will choose “Create a new Committee File” if you are
filing your committee’s first electronic report. For each subsequent report, it is important
to open the same committee file. Do not create a new committee file each time you file a
report . The software will prompt you to select the
type of committee and the corresponding Form type. Choose the appropriate committee type from
the four “F3X” options listed. The options say “F3X” because Party and Political
Action Committees report their receipts and disbursements on the Form 3X.
Next you will be prompted to enter your committee’s information. It is important to enter complete
and accurate information throughout the set up process because this information is the
foundation for your electronic filings and much of the information will appear on all
reports filed by the committee . Once the committee information is filled out,
the software will prompt you to create your first report. Click yes.
You’ll advance to the Report Information screen where you’ll specify the type of
report and the coverage dates for that report. Many of the coverage dates are automatically
populated but some reports require you to enter them manually. Visit the FEC website
by clicking the link below in the “About” section to find the exact coverage dates for
the report you are creating. Next, you will need to enter the treasurer’s
information. Click once in the “Signed By” field and hit the “tab” key on your keyboard. This will open the Individual Organization
Information window, where you can enter in the name, address, occupation and employer
of the treasurer. After that, each time you enter a transaction
for that individual, the software will pull from the Individual and Organization database
to save you time so you don’t have to fill out the form again . Click OK and you are now ready to enter transactions
if you wish to do so. More information on entering transactions can be found in the
Getting Started Manual. Before moving on be sure to save your datafile.
The .dcf file is the only copy of your data, so be sure to save the file often, in an accessible
location, and with a name that you will remember. Also, regularly back up the file on a flash
drive, external hard drive, or CD. Congratulations, you’ve just learned how
to create a committee in FECFile . As you continue to explore the software I
encourage you to watch the next videos in the series to learn more about FECFile and
empower yourself to file your reports easily and accurately . For links seen in the video, please refer
to the “About” section below. Thanks for watching.