Help File Directory

  1. Professional Political Firm Directory
  2. How Do I Get Started in ISP?
    1. Which Browser Should I Use?
    2. What Is the Initial Account Set Up & Agreement?
    3. How Do I Set Up My Compliance Reporting?
    4. How Do I Get Data In My New Database?
    5. How Do I Use Quick Search?
    6. What Are the Dashboard Charts and Graphs?
    7. What Are the Key Statistics on the Dashboard?
    8. What Are Pending Imports and How Do I Process Them?
    9. What Do the Different Button Colors Mean?
  3. About Accounting IN ISP
    1. What Are Accounting Practices to Keep In Mind?
    2. What Are MIA Donation Totals?
    3. What Are Key Statistics?
    4. About Transactions
      1. How Do I Add New Transactions?
      2. What Are the Available Transaction Types in ISP?
      3. What Are Transaction Limits?
      4. What Do the Different Colors Mean When Adding Transactions?
      5. Entering Unusual Transactions
        1. How Do I Enter Returned Checks Due to Insufficient Funds?
        2. What Are the Differences Between Reversal and Refund?
        3. How Do I Create a Reversed Split Transaction?
        4. How Do I Create An Independent Expenditure?
        5. How Do I Add A Reattribution Or Redesignation?
        6. How Do I Void A Recorded Check?
        7. How Do I Add Conduit Transactions & Processing Fees?
      6. What Is an Accrued Expense?
      7. How Do I Create ActBlue Conduit Transaction Deposit After An Import?
        1. How Do I Add ActBlue Fees?
      8. How Do I Enter Conduit and Earmarked Transactions?
      9. How Do I Record In-Kind Made Transactions?
      10. How Do I Record Loans?
      11. How Do I Record Petty Cash Transactions?
      12. What Are Memos & Splits and How Do I Add Them?
      13. How Do I Add a Support/Oppose Memo?
      14. What Are Expense Transaction Tags and How Do I Use Them?
      15. What Are Internal Transfers?
      16. How Do I Add a Contribution to Other Committees?
      17. How Do I Create a Reimbursement?
    5. What Are Allocations & How Do I Use Them?
    6. About Balances
      1. How Do I Create Transactions Considered Debt?
      2. How Do I Add A Full Or Partial Payment To An Accrued Expense?
      3. How Do I Add a Loan Repayment or Forgiveness?
      4. How Do I Generate Reports of Pledges & Targets?
      5. How Do I Enter Credit Card Purchases?
    7. What Are Budgets and How Do I Add One?
    8. What Are Intra-Account Transfers?
    9. What Is JFC Management?
    10. About Check Printing
      1. How Do I Print Checks?
      2. How Do I Batch Print Checks?
    11. What Is Bank Statement Reconciliation & How Do I Use It?
    12. About Record Deposit
      1. How Do I Record a Deposit?
      2. How Do I Update or Edit a Deposit?
      3. How Do I Add Refunds to Integrations Deposits?
    13. What Are Recurring Transactions?
    14. What Is the Register?
    15. About Thank Donors
      1. How Do I Thank Donors & View Previously Thanked Donors?
      2. How Do I Create Thank You Letters Using Microsoft Word?
  4. About Add/Search
    1. About Entities in ISP
      1. How Do I Combine Duplicates in Search Results?
      2. How Do I Create New Relationships?
      3. What Are Pledges & Targets and How Do I Add Them to Records?
      4. How Do I Track Pledges?
      5. How Do I Generate Call Sheets?
      6. How Do I Add International Addresses to ISP?
    2. About Individual Records
      1. How Do I Use the Individual Search?
      2. How Do I Use Relationships to Add New Individuals & Copy Contact Info?
    3. About Organization Records
      1. How Do I Use the Organization Search?
    4. What Is Advanced Search and How Do I Use It?
      1. What are the New Search Group and Add Compound Rule buttons in Advanced Search?
      2. How Do I Filter My Advanced Search by State and Local Districts?
      3. What Are Advanced Search Recipes?
        1. How Do I Find Donors Who Contributed in a Specific Date Range?
        2. How Do I Use Advanced Search to Locate Donors Over the Limit?
        3. In the Advanced Search, How Do I Excluding Results Based on Flags?
        4. How Do I Find Donors Who Gave to the Primary but Not the General?
        5. How Do I Find Non-donors?
      4. How Do I Set Flags Using Advanced Search & AI?
      5. How Do I Create and Manage Custom Exports?
      6. What Is the Difference Between Actor and User Fields in Advanced Search?
  5. About Reports in ISP
    1. About Compliance Reports
      1. What Records are Needed for Compliance Reporting?
        1. How Do I Add or Set a Filer?
        2. How Do I Add Multiple Filers or Change the Existing Filer?
      2. How Do I Find Out My State’s Filing Dates?
      3. What Are the Sort Order Options for Compliance Reports?
      4. I Didn’t File My Report, What Should I Do Now?
      5. How Do I Prepare My Termination Report?
      6. IRS Filing FAQ and Resources
        1. What Is the IRS Form 8872 & How Do I Prepare and File It?
        2. When Are the IRS Filing Deadlines?
      7. FEC Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I Generate and E-file With the FEC?
        2. When Are the FEC Filing Deadlines?
        3. How Do I Add Candidate and Committee Records Directly From the FEC?
        4. What Is the Difference Between FEC Candidate IDs and Committee IDs?
        5. How Do I Enter an Advance of Personal Funds for FEC Reporting?
        6. How Do I Report Auction Items and Proceeds From Sales on FEC Reports?
        7. What Are the Sort Order Options for the FEC Reports?
        8. Why Can’t I See the FEC Form 3?
        9. How Do I Report Advances for Travel?
        10. What Are Estimated Expenses for Form 5 and 24/48 Hour IE Reports?
        11. FEC Form 1M (Notice of Multi-Candidate Status)
        12. About the FEC Form 3 Report
          1. How Do I Pull a Transaction to a Specific Line on the FEC Form 3?
          2. How Do I Generate the FEC Form 3 Post-General Report?
          3. Form 3 Errors and Warnings
          4. How Do I Add a Form 3Z to the FEC Form 3 Report?
          5. Why Can’t I See the FEC Form 3P?
        13. How Do I Pull a Transaction to a Specific Line on the FEC Form 3X?
          1. Form 3X: Allocations
          2. How Do I Get the Multi-Candidate Box Checked?
          3. Prohibited Inkind Contributions for Allocable Activities
          4. What Is the 0% Federal Allocation Used For?
        14. FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?
        15. How Do I Prepare and Generate the FEC Form 1?
          1. What do I Need to File an Amended Form 1?
        16. What Is the Form 2 and When Do I File It?
        17. About the FEC Form 5 Report
        18. About the FEC Form 6 Report
        19. About the FEC Form 24-Ie
        20. About the FEC Form 48-Ie Report
        21. About the FEC Form 99 Report
        22. About Report Post-Generation
          1. What Are FEC System Errors and How Do I Fix Them?
          2. How Do I Correct Disallowed Reporting Description Warnings Or Provide Accurate Compliance Notes on Reports?
          3. Why Are Transactions Not Itemized on FEC Reports?
          4. Why Are My Accrued Expenses Not Itemizing on Schedule D?
          5. Why Are My FEC Reports Aggregating Differently in ISP?
          6. Why Are My Inkinds Itemizing on Schedule B?
          7. About FEC Backdoor Passwords
          8. My FEC Report Failed While Processing. Now What?
        23. Best Practices for Filing FEC Amendments
      8. Alabama Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Alabama Filing Deadlines?
        2. About the AL PAC
        3. About the AL PAC Major
        4. About the AL CEO Major
      9. Alaska Campaign, Party, & PAC Filing FAQ and Resources
      10. Arizona Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Arizona Filing Deadlines
        2. About the AZ Bulk Import – PAC
        3. About the AZ IE Trigger Report
      11. Arkansas Campaign, Party, & PAC Filing FAQ and Resources
      12. California Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the California Filing Deadlines?
        2. Best Practices for CA Warnings & Errors
        3. Reporting Rules for Joint FEC/CA Filings
        4. What Are CA Local Filers and Signers?
          1. Can I File a Report if I Don’t Have a FPPC ID Yet?
        5. What Are Aggregates by Relationships on CA Report?
        6. What Are CA LLC/LLP Reporting Requirements?
        7. How Do I Report Contributions Made to Committees Without ID Numbers?
        8. Can I File As a Local CA Filer with ECampaign (SouthTech Hosting)?
        9. About the CA Form 410
        10. What Is the CA 460 Report & How Do I Prepare and File It?
          1. CA 460 Line by Line
          2. Checkboxes for Sch D on CA 460
          3. How Do I Add a Ballot Measure for the CA 460 Report?
          4. Reporting Splits on CA 460
          5. Why Are Lines 20 and 21 Showing as $0.00 on My Report?
          6. Why Are There Errors IN My CA Confirmation Email That Are Not IN ISP?
        11. About the CA Form 461
        12. About the CA Form 461 – Non-committee Report
        13. About the CA Form 461-Reverse Report
        14. About the CA Form 462 Report
        15. How to File a CA Form 496
        16. About the CA Form 497 Report
          1. How Do I File a CA Form 497?
          2. How Do I File a CA 497 Amendment?
          3. ActBlue Transactions as the Intermediary on 497 Reports
        17. About the CA Form 497 — Reverse
        18. About the CA Form 501 Report
      13. Colorado Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Colorado Filing Deadlines?
        2. About the CO RCE
        3. About the CO RCE Major
      14. Connecticut Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Connecticut Filing Deadlines?
        2. SEEC Form 20 (CT) Line by Line
        3. About the CT Form 30 Report
        4. About the CT Form 40 Report
        5. How Do I E-File in Connecticut?
      15. Delaware Campaign, Party, & PAC Filing FAQ and Resources
      16. Florida Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Florida Filing Deadlines?
        2. How Do I Meet Florida’s 106.0701 Reporting Requirements in ISP?
      17. Georgia Campaign, Party, & PAC Filing FAQ and Resources
        1. How do I efile with GA after the state’s update?
        2. When Are the Georgia Filing Deadlines?
        3. About the GA Two Business Day Report
        4. About the GA CCDR (Easy Vote) Report
      18. Hawaii Campaign, Party, & PAC Filing FAQ and Resources
      19. Idaho Campaign, Party, & PAC Filing FAQ and Resources
      20. Illinois Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Illinois Filing Deadlines
        2. About the IL Schedule A-1
        3. About the IL Schedule B-1
        4. About the IL Form D-2
      21. Indiana Campaign, Party, & PAC Filing FAQ and Resources
        1. About the IN CFA4
        2. About the IN CFA5
        3. About the IN CFA11
        4. When Are the Indiana Filing Deadlines?
        5. How do I Report Indiana Transfers-In?
      22. Iowa Campaign, Party, & PAC Filing FAQ and Resources
        1. About the IA Form DR2 Report
      23. Kansas Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Kansas Filing Deadlines?
        2. About the KS PAC Report
        3. About the KS Last Minute Report
      24. Kentucky Campaign, Party, & PAC Filing FAQ and Resources
      25. Louisiana Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Louisiana Deadlines?
        2. About the LA Form 202 Report
        3. About the LA Form 203 Report
      26. Maine Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Maine Filing Deadlines?
        2. How Do I E-File in Maine?
        3. About the ME CFR – PAC Report
        4. About the ME 24Hour – PAC
      27. Maryland Campaign, Party, & PAC Filing FAQ and Resources
      28. Massachusetts Campaign, Party, & PAC Filing FAQ and Resources
        1. About the MA Deposit Report
        2. About the MA Depository Credit Card Report
        3. About the MA Depository Periodic Report
        4. About the MA Depository Reimbursement Report
        5. About the MA Depository Subvendor Report
        6. About the MA Non Depository LCR Report
        7. About the MA Municipal Periodic Report
      29. Michigan Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are The Michigan Filing Deadlines?
        2. How Do I File My Michigan Report?
        3. About the MI PAC Report
        4. About the MI PAC LCR Report
      30. Minnesota Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Minnesota Filing Deadlines?
        2. MN Hennepin County: Line By Line
        3. MN CAND Report: Line By Line
        4. About the MN – PCF Report
        5. About the MN 24 Hour PCF Report
      31. Mississippi Campaign, Party, & PAC Filing FAQ and Resources
        1. When are the Mississippi Deadlines?
        2. About the MS Report of Receipts and Disbursements
        3. About the MS 48 Hour Report of Reportable Contributions
      32. Missouri Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Missouri Filing Deadlines?
        2. About the MO Committee Disclosure Report
        3. About the MO LCR Report
      33. Montana Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Montana Filing Deadlines?
        2. About the MT Committee Report
        3. About the MT Form C7 Report
        4. About the MT Form C7E Report
      34. Nebraska Campaign, Party, & PAC Filing FAQ and Resources
      35. Nevada Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Nevada Filing Deadlines?
        2. What’s The Difference Between E-File and Paper Only Reports For Nevada?
        3. About the NV Candidate Contributions and Expenditures Report
        4. About the NV Committee Contributions and Expenditures Report
      36. New Hampshire Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New Hampshire Filing Deadlines?
        2. About the NH – LCR Report
        3. About the NH – R and E
        4. About the NH – IE Report
      37. New Jersey Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New Jersey Filing Deadlines?
        2. NJ Form R-1 Line by Line
        3. About the NJ Form R1 48HR Report
      38. New Mexico Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New Mexico Filing Deadlines?
      39. New York Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New York Filing Deadlines?
        2. NY Common Import Errors
        3. About the NY CF-01 Report
          1. Tips and Best Practices for the New York CF-01 Report
        4. About the NY Weekly/24-Hour Report
        5. How Do I File an Amended NY Report?
      40. North Carolina Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the North Carolina Filing Deadlines?
        2. NC Form 1000 Line by Line
        3. About the NC Form 2220 Report
        4. About the NC Form 4100 Report
      41. North Dakota Campaign, Party, & PAC Filing FAQ and Resources
      42. Ohio Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Ohio Filing Deadlines?
        2. About the OH Form 30C Report
      43. Oklahoma Campaign, Party, & PAC Filing FAQ and Resources
      44. Oregon Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Oregon Filing Deadlines?
        2. How Do I Add Reimbursements to Personal Expenses for Oregon Compliance Reports?
        3. Oregon Filers: How to Pull “Employer/Occupation letter sent date” for Reporting
        4. How Do I E-File with ORESTAR?
      45. Pennsylvania Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Pennsylvania Filing Deadlines?
        2. About the PA Late Contribution Report (24 Hour Report)
        3. About the PA Dseb-502 Report
      46. Rhode Island Campaign, Party, & PAC Filing FAQ and Resources
      47. South Carolina Campaign, Party, & PAC Filing FAQ and Resources
      48. South Dakota Campaign, Party, & PAC Filing FAQ and Resources
      49. Tennessee Campaign, Party, & PAC Filing FAQ and Resources
      50. Texas Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Texas Filing Deadlines?
        2. Texas State Report Tips & Information
        3. About the TX COH Form Report
        4. About the TX GPAC Report
        5. About the TX MPAC Form
        6. About the TX SPAC Report
        7. About the TX DAILY-C COH Form
        8. About the TX DAILY-C PAC Form Report
        9. About the TX DAILY-E PAC Report
      51. Utah Campaign, Party, & PAC Filing FAQ and Resources
      52. Vermont Campaign, Party, & PAC Filing FAQ and Resources
        1. About the VT Disclosure Report
        2. About the VT Mass Media Report
      53. Virginia Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Virginia Filing Deadlines?
        2. About the VA Compliance Report
        3. About the VA Large Contribution Report
      54. Washington Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Washington Filing Deadlines?
        2. Tokens, Passwords, and Filing Washington State (PDC) Reports
        3. How to Create a Compliant WA Surplus Account
        4. Setting Up Seattle EFiling
        5. WA Auction Report
        6. About the WA C3 Report
          1. WA Form C3 and Voucher Contributions
        7. About the WA C4 Report
          1. How does the 21 Day Limit on Debts Before They Become Loans Impact Reporting?
          2. How Refunded Contributions are reported on WA C4 PDC vs Seattle
          3. Negatives in Deposit Batches & How They’re Reported (WA)
          4. WA Form C4 and Accrued Expense Payments
          5. Why Are My Accrued Expenses Itemizing Incorrectly on the WA C4?
        8. About the WA PDC Last Minute Contributions Report
      55. West Virginia Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the West Virginia Filing Deadlines?
        2. About the WV F7 Report
        3. About the WV F7B
      56. Wisconsin Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Wisconsin Filing Deadlines?
        2. How Do I File My Wisconsin Report?
        3. About the WI RandE Report
      57. Wyoming Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Wyoming Filing Deadlines?
        2. About the WY PAC Contributions and Expenditures Report
    2. About Compliance Tools
    3. Compliance Report Post-Generation
      1. How Do I Generate a PDF Version of My Compliance Report?
      2. Using the Mark as Filed Feature
    4. Policy on Legal Advice
    5. About Financial Reports
      1. What Are the Financial Reports in ISP?
      2. How Do I Use the Columns to Gather Contact Info for the Financial Report Export?
      3. What Is the Financial Transaction Report & How Do I Generate One?
        1. How Do I Find Transactions Linked to a Specific Event?
      4. How and When Do I Use Bulk Update?
    6. About Fundraising/Analysis Reports
      1. What Are the Pledge or Target Metrics Reports?
    7. How Do I Create a Scheduled Report?
      1. What Are the to and From Date Options for Scheduled Reports?
  6. About Tools in ISP
    1. What Is ai@ISP?
      1. Can AI Remind Me About Report Filings?
      2. How Do I Set the AI Alert for Over the Limit Contributions?
    2. How Do I Use BCC Emails to Add Communications?
    3. What Are Calendar Feeds?
    4. What Are Call Sheets?
    5. What Are Call Time Settings?
    6. What Are Check Requests?
    7. How Do I Combine Duplicates?
    8. How Do I Create Drip Campaigns & Drip Emails?
      1. How Do I Set up Automated Drip Campaigns?
    9. What Are Events & How Do I Use Them?
    10. What Are External Data Sources?
    11. What Is Form Builder & How Do I Use It?
    12. How Do I Link Spouses?
    13. What Is the Marketing Link Builder Tool?
    14. How Do I Set up & Print Envelopes?
    15. What Are Quick Emails?
    16. How Do I Use Quick Import?
    17. What Are Quick Texts?
    18. What Is Rocket Management?
    19. What Are Tickets?
    20. What Are Reminders?
      1. What Are Reminder Types?
  7. About Lists in ISP
    1. What Are Budget Categories?
    2. What Are Communication Types?
    3. How Do I Add an Election?
    4. What Are Financial Accounts and How Do I Add Them?
      1. How Do I Use Financial Accounts for Virtual Accounting?
    5. What are Flags and How do I Use Them?
      1. How Do I Set the Flag Icon?
    6. How Do I Add & Use Genders?
    7. What Are Memberships and Membership Types?
    8. About Other Entities
      1. What Is an Anonymous Transaction and How Do I Add One?
      2. What Is a Bookkeeping Transaction and How Do I Add One?
    9. What Are Time Tracking Categories?
  8. About Integrations in ISP
    1. What is Magic Match and How Do I Use It?
    2. What Are the Credit Card Processing Options at ISP?
      1. Credit Card Failure Codes
    3. How Do I Set up an ActBlue Integration?
      1. How Do I Use the ActBlue Quick Import?
    4. How Do I Set up the Anedot Integration?
    5. How Do I Set up the Constant Contact Integration?
    6. How Do I Set up the Dropbox Integration?
    7. How Do I Create the eFundraising Connections Integration?
    8. How Do I Add the Eversign Integration?
    9. How Do I Set up a Kindful Integration?
    10. What Is the Mailchimp Integration and How Do I Add It?
      1. Dealing with SPAM Filters
      2. Why Emails May Bounce/Won’t Send Out
    11. Why Are My Broadcast Emails Taking So Long to Be Delivered?
    12. How Do I Set up a NationBuilder Integration?
    13. How Do I Set up the Numero Integration?
    14. How Do I Set Up and Use the NetFile Integration?
    15. How Do I Set Up The Raise The Money Integration?
    16. How Do I Add the Stripe Integration in ISP?
    17. How Do I Add the Targeted Victory Integration?
    18. How Do I Set up the WinRed Integration?
      1. How Do I Use Quick Imports for WinRed Transactions?
      2. How Do I Create a WinRed Conduit Check?
      3. WinRed Integration Troubleshooting
    19. About ISP’s API
      1. How Do I Set Up Authentication with ISP’s API?
      2. What Fields Are Available for Isp’s API Submissions?
      3. How Do I Add Online Donations Via ISP’s API?
      4. How Do I Add Fees and Other Expenses via Isp’s API?
      5. How Do I Add Deposit Batches via Isp’s API?
      6. How Do I Add Volunteers With Flags Via ISP’s API?
      7. API Sample Code: Javascript
      8. Budget Category Request API
      9. Deposit Batches Request API
  9. About System Options in ISP
    1. How Do I Use the Account Management Page?
    2. How Do I Change My Password?
    3. What Is Two Factor Authorization and How Do I Set It Up?
    4. About Users
      1. How Do I Add New & Existing Users to a Database?
      2. What Are the Different User Permissions in ISP?
    5. What Are Hotkeys?
  10. About Consultant Tools in ISP
    1. What is Data Flow and How Do I Use it?
  11. Useful Information in ISP
    1. Political Campaign Software | Keep Your Data Clean
    2. How Do I Pull a Final Export On My Own?
    3. How Do I Capture Video With Windows 10?