Getting Started

Signing In

  1. Navigate to the login page.
  2. Enter your registered email and password.
  3. 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:

  1. On the Dashboard, locate the Election panel (top-left card).
  2. Click the box or lick “Change”.
  3. 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:

⚠️ 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):

  1. Advertising
  2. Unsolicited Material
  3. Transport
  4. Public Meetings
  5. Agent and Staff Costs
  6. Accommodation & Administration

This helps you monitor where funds are allocated.

Spending Limit Chart (Pie Chart)

Shows:

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:

Preparing the Return

Before Printing

Ensure:

Printing

When the return is ready:

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.