Getting Started
Signing In
- Navigate to the login page.
- Enter your registered email and password.
- Once authenticated, you will be redirected to the Dashboard.
AgentAid securely connects to your account and loads your assigned elections.
Selecting Your Current Election
Your dashboard always reflects the currently selected election.
To change the election:
- On the Dashboard, locate the Election panel (top-left card).
- Click the box or lick “Change”.
- Select the election you wish to manage by pressing the play button on the right.
The system will reload and update all data (income, expenses, charts, limits).
Each election has its own:
- Spending limit
- Expense records
- Income records
- Return template type
⚠️ Always confirm you are working in the correct election before entering data.
Understanding the Dashboard
The Dashboard provides a real-time overview of your campaign finances.
Key Performance Indicators (KPIs)
Income
Total recorded donations for the selected election.
Spent
Total non-disputed expenses logged.
Balance
Income minus total spent.
Status Table
| Item | Meaning |
|---|---|
| Unpaid items | Expenses marked as unpaid |
| Disputed Items | Expenses flagged as disputed |
| No Expense Proof | Entries without uploaded documentation |
| Errors | System-detected issues (if applicable) |
These indicators help ensure compliance and readiness for submission.
Charts
Category Breakdown (Bar Chart)
Displays spending totals across statutory categories (accoring to Electoral Commission guidelines):
- Advertising
- Unsolicited Material
- Transport
- Public Meetings
- Agent and Staff Costs
- Accommodation & Administration
This helps you monitor where funds are allocated.
Spending Limit Chart (Pie Chart)
Shows:
- Total Spent
- Remaining amount within legal spending limit
- This updates automatically as expenses are added.
Election Countdown
Displays the number of days remaining until the next scheduled election date.
This is a visual reminder to maintain up-to-date records.
Generating and Printing Election Returns
AgentAid automatically prepares the correct statutory return template based on election type.
Supported return types include:
- Council
- Westminster
- Combined Authority
- Mayoral
- London Mayor
Preparing the Return
- On the Dashboard, click Download PDF / Print Returns.
- The system prepares the return document.
- A progress indicator will display while generating.
- Once ready, the return will open in a print view.
Before Printing
Ensure:
- No unpaid or disputed items remain unresolved
- All required proof documents are uploaded
- Spending remains within legal limits
- Income records are complete
Printing
When the return is ready:
- The document will open in print mode.
- Select your printer or save as PDF.
- Review before official submission.
Best Practice Recommendations
Log expenses immediately when incurred.
Upload proof at the time of entry.
Review dashboard weekly during campaign periods.
Perform a full review before submission deadline.