Validating and filing transactions in ORESTAR is a key action that must be performed before the transaction becomes public. Failing to validate and file a transaction by the transaction’s due date may result in a civil penalty. For the full legal and procedural requirements for reporting campaign finance transactions, see the Campaign Finance Manual.

Step-by-Step Guide

• Complete Required Fields: From the Transaction Add/Edit page, ensure all required fields for a transaction are complete.
• Validate the Transaction:
  • Click on the Validate button at the top left of the page.
  • Review the validation message that appears:
    • No Validation Errors: The system has not detected any missing information.
    • Informational Status: Identifies missing information required by administrative rule or highlights a potential issue.
    • Warning Status: Identifies missing information required by statute or indicates a late transaction.
    • Error Status: Prevents the transaction from being filed and must be corrected before submission.
• Correct Insufficiencies: If a validation message appears, review the transaction to correct any insufficiencies. For example, if an Error message indicates that the transaction must be associated, click on the Transaction ID to open the Transaction Information screen, make the necessary changes, and click on the Validate button to re-validate the transaction.
• Return to Transaction Queue: Once all transactions are validated, click on the Return to Transaction Queue button.
• Check Process Status: Ensure all transactions have been validated by checking the Process Status column. If the status is new, it means the transaction has not been validated.
• Select Transactions to File: Select the validated transactions to be filed by clicking the select all checkbox at the top of the column.
• File Transactions: There are two options to file the transactions:
  • File: The transaction will file immediately.
  • File/Due: The transaction will not file until the transaction due date.
• Attestation: After clicking File or File/Due, you will be taken to the Attestation page. Read the attestation and click File. You will be returned to your Transaction Queue.
• Review Filing Report: Shortly after clicking File, you will receive a Filing Report by email and in the Committee’s Documents tab. Review the report to ensure all transactions that have been filed are accurate. If File/Due was selected, you will not receive a Filing Report and your Account Summary balances will not update until the transactions are filed on their due date.