Help File Directory

  1. How Do I Get Started in ISP?
    1. How Do I Set Up My Compliance Reporting?
    2. What Are Pending Imports and How Do I Process Them?
    3. What Is the Dashboard Customization?
    4. What Are the Key Statistics on the Dashboard?
    5. What Are the Dashboard Charts and Graphs?
      1. What Are Key Statistics?
    6. Which Browser Should I Use?
    7. How Do I Use Quick Search?
    8. What Is the Multi-Account Dashboard?
    9. What Is the Initial Account Set Up & Agreement?
    10. About the Menus
    11. How Do I Get Data in My New Database?
      1. How Do I Get My Data From NGP Into ISP?
      2. How Do I Get My Data From QuickBooks Into ISP?
      3. How Do I Get My Data From NetFile Into ISP?
    12. What Do the Different Button Colors Mean?
    13. Getting Started Videos
      1. Video: Political Software Dashboard
      2. Video: Add/Search & Records
      3. Video: Political Accounting
      4. Video: Political Compliance Reporting & Filer Setup
      5. Video: Political Committee Financial Reports
      6. Video: Political Software Tools
      7. Video: Political Software Integrations
      8. Video: ISPolitical Lists
      9. Video: The System Menu
  2. About Accounting in ISP
    1. About Transactions
      1. How Do I Enter Conduit and Earmarked Transactions?
      2. What Are Memos & Splits and How Do I Add Them?
      3. How Do I Add a Contribution to Other Committees? About Support/Oppose Memos
      4. What Is an Accrued Expense?
        1. How Do I Create and Report Accrued Expenses Without the Invoice?
      5. How Do I Add New Transactions?
        1. How Do I Create a Duplicate Transaction in ISP?
      6. How to View Change History for a Transaction
      7. What Are the Available Transaction Types in ISP?
      8. What Are Expense Transaction Tags and How Do I Use Them?
      9. How Do I Add a Support/Oppose Memo?
      10. How Do I Record Inkind Made Transactions?
      11. What Are Transaction Limits?
      12. How Can I Force-Itemize Transactions Below the Itemization Threshold?
      13. About Aggregates
      14. What Do the Different Colors Mean When Adding Transactions?
      15. Entering Unusual Transactions
        1. Making a Contribution to Support Using a Credit Card
        2. How Do I Add a Reattribution or Redesignation?
        3. How Do I Enter Transactions by the Candidate Supporting Their Own Campaign Committee?
        4. How Do I Create an Independent Expenditure?
          1. How Do I Report a Refund to an Independent Expenditure (IE) That Was Reported on the FEC Form 3X?
        5. How Do I Enter Returned Checks Due to Insufficient Funds?
        6. What Are Reversals and Refunds & How Do I Add Them?
          1. Entering Contribution Refunds on a Pro Rata Basis
        7. How Do I Create a Reversed Split Transaction?
        8. How Do I Void A Recorded Check?
        9. How Do I Add Conduit Transactions & Processing Fees?
        10. Do Donors Pay Donation Processing Fees?
      16. What Are Intra-Account Transfers?
      17. How Do I Create ActBlue Conduit Transaction Deposit After an Import?
        1. How Do I Add ActBlue Fees?
      18. What Are Levin Funds and How Do I Add Them?
      19. How Do I Enter a Non-Travel Advance of Personal Funds?
      20. How Do I Record Loans?
      21. How Do I Record Petty Cash Transactions?
      22. What Are Monetary Contribution Transaction Tags?
      23. What Are Internal Transfers?
      24. How Do I Create a Reimbursement?
    2. What Are Allocations & How Do I Use Them?
      1. What Is an Allocation Transfer?
    3. About Balances
      1. What Is the Transaction Balances Page?
      2. How Do I Add a Loan Repayment or Forgiveness?
      3. How Do I Create Transactions Considered Debt?
      4. How Do I Add a Full OR Partial Payment to an Accrued Expense?
      5. How Do I Generate Reports of Pledges & Targets?
      6. How Do I Enter Credit Card Purchases?
    4. What Are Budgets and How Do I Add One?
    5. What Is JFC Management?
    6. About Check Printing
      1. How Do I Adjust the Check Formatting When Printing Checks?
      2. How Do I Print Checks?
      3. How Do I Batch Print Checks?
    7. What Is Bank Statement Reconciliation & How Do I Use It?
      1. Your First Bank Reconciliation in ISP
    8. 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?
    9. What Are Recurring Transactions and How Do I Add One?
    10. What Is the Register?
    11. About Thank Donors
      1. How Do I Thank Donors & View Previously Thanked Donors?
      2. How Do I Create Thank You Letters Using Microsoft Word?
  3. About Add/Search
    1. About Individual Records
      1. How Do I Use the Individual Search?
      2. What Is Householding and How Do I Create a Householded List?
      3. How Do I Use Relationships to Add New Individuals & Copy Contact Info?
      4. What Is Time Tracking?
    2. About Organization Records
      1. How Do I Use the Organization Search?
    3. What Is Advanced Search and How Do I Use It?
      1. How Do I Filter My Advanced Search by State and Local Districts?
      2. How Do I Create and Manage Custom Exports?
      3. What Are the New Search Group and Add Compound Rule Buttons in Advanced Search?
      4. What Are Advanced Search Recipes?
        1. How Do I Find All PACs That Gave in the Primary and General Cycle?
        2. How Do I Find Donors Who Gave to the Primary but Not the General?
        3. How Do I Locate Donors Over the Limit?
        4. How Do I Find Transactions Added on a Specific Date?
        5. How Do I Locate First Time Donors Using Advanced Search?
        6. How Do I Exclude Results Based on Flags Using Advanced Search?
        7. How Do I Isolate Out-Of-State Income Using Advanced Search?
        8. How Do I Find Non-donors?
        9. How Do I Find Communications Made By Date and/or Type?
        10. How Do I Locate Foreign Addresses Using Advanced Search?
      5. How Do I Set Flags Using Advanced Search & AI?
      6. How Do I Copy Data Between My Accounts?
      7. What Is the Difference Between Actor and User Fields in Advanced Search?
      8. How Do I Locate Uncontacted Individuals Using Advanced Search?
    4. About Entities in ISP
      1. What Are Pledges & Targets and How Do I Add Them to Records?
      2. How to Find the Entity ID Number for a Record?
      3. How Do I Track Pledges?
      4. How Do I Combine Duplicates in Search Results?
      5. How Do I Create New Relationships?
      6. Which States Have Specific Compliance Formatting Needs for Occupation and Employer?
      7. How Do I Generate Call Sheets?
      8. How Do I Add International Addresses to ISP?
  4. About Reports in ISP
    1. About Compliance Reports
      1. What Are Compliance Reports?
        1. What Records are Needed for Compliance Reporting?
          1. How Do I Add or Set a Filer?
            1. How Do I Add Multiple Filers or Change the Existing Filer?
            2. How to Set up a Non-committee Filer
        2. About Generating and Filing Compliance Reports
        3. How Do I Find Out My State’s Filing Dates?
        4. I Didn’t File My Report, What Should I Do Now?
        5. Why Don’t I See the Correct Compliance Reports?
        6. What Are the Sort Order Options for Compliance Reports?
        7. What Is the Password Safe?
        8. Compliance Report Post-Generation
          1. Using the Mark as Filed Feature
          2. How Do I Generate a PDF Version of My Compliance Report?
        9. Previously Generated Reports
        10. Beta Compliance Reports
        11. What Are Compliance Notes & How Do They Pull to Compliance Reports?
        12. Why Is My Compliance Report Cash on Hand Different From My Register Cash on Hand?
        13. How Do I Prepare My Termination Report?
        14. How Do I Generate a W9 for My Filer Committee?
      2. FEC Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I Generate and E-file With the FEC?
        2. What Is the Difference Between FEC Candidate IDs and Committee IDs?
        3. What Is the Threshold to Register a FEC Committee?
        4. What Federal Committee Types Are Available in ISP?
        5. When Are the FEC Filing Deadlines?
        6. Best Practices for Filing FEC Amendments
        7. Responding to FEC Requests for Additional Information (RFAIs)
          1. Responding to FEC Requests for Additional Information (RFAIs): Debts and Accrued Expenses
          2. Responding to FEC Requests for Additional Information (RFAIs): Failure to File
          3. Responding to FEC Requests for Additional Information (RFAIs): Incorrect Form
          4. Responding to FEC Requests for Additional Information (RFAIs): Discrepancies Between Triggered and Periodic Reports
          5. Responding to FEC Requests for Additional Information (RFAIs): Missing Details
          6. Responding to FEC Requests for Additional Information (RFAIs): Prohibited and Potential Prohibited Contributions
          7. Responding to FEC Requests for Additional Information (RFAIs): Summary Page Calculations Problems
        8. About the FEC Form 1 Report
          1. How Do I Prepare and Generate the FEC Form 1?
          2. What Do I Need to File an Amended Form 1?
        9. FEC Form 1M (Notice of Multi-Candidate Status)
        10. What Is the Form 2 and When Do I File It?
        11. About the FEC Form 3 Report
          1. Why Can’t I See the FEC Form 3?
          2. About Post-election or Year-End With Column C Reports
          3. How Do I Pull a Transaction to a Specific Line on the FEC Form 3?
          4. FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?
          5. How Do I Report a Transfer Received From a Joint Fundraising Committee (JFC)?
            1. How Do I Report a Transfer From a Joint Fundraising Committee (JFC) to Joint Fundraising Participants?
          6. Form 3 Errors and Warnings
        12. About the FEC Form 3 (PAC) Report
        13. About the FEC Form 3P Report
          1. Why Can’t I See the FEC Form 3P?
        14. How Do I Pull a Transaction to a Specific Line on the FEC Form 3X?
          1. Reporting an Accrued Expense With A Support/Oppose Memo
          2. How Do I Enter Inkind Contributions for Independent Expenditures?
          3. How Do Allocations Appear on the FEC Form 3X Report?
          4. How Do I Get the Multi-Candidate Box Checked?
          5. Prohibited Inkind Contributions for Allocable Activities
          6. What Is the 0% Federal Allocation Used For?
          7. Why Isn’t Candidate Information Pulling Properly to the FEC Form 3X?
        15. About the FEC Form 5 Report
        16. About the FEC Form 6 Report
        17. About the FEC Form 24-IE Report
        18. About the FEC Form 48-IE Report
        19. About the FEC Form 99 Report
        20. About FEC Conduit (Earmark) Memos
          1. Locked Transactions and Closed Periods
        21. Different Options for FEC Form 3X Filing Frequency
        22. What Are Carey Committees and Carey Accounts?
        23. What Are Nominee Fund Transfers?
        24. What Are Estimated Expenses for Form 5 and 24/48 Hour IE Reports?
        25. How Do I Report Transactions From the Candidate?
        26. How Do I Report Auction Items and Proceeds From Sales on FEC Reports?
        27. How Do I Add Investment Income for FEC Reporting?
        28. What Is a Disgorgement Payment and How Do I Add One?
        29. About Report Post-generation
          1. About FEC Itemization
          2. What Are FEC System Errors and How Do I Fix Them?
          3. About FEC Backdoor Passwords
          4. Why Are My Inkinds Itemizing on Schedule B?
          5. Wrong FEC Password Error Troubleshooting
          6. How Do I Correct Disallowed Reporting Description Warnings Or Provide Accurate Compliance Notes on Reports?
          7. Why Are My Accrued Expenses Not Itemizing on Schedule D?
          8. Why Are My FEC Reports Aggregating Differently in ISP?
          9. My FEC Report Failed While Processing. Now What?
        30. About Large Notes on FEC Reports
        31. About Super PACs
        32. How Do I Report FEC Late Partnership Information?
        33. How Do I Report Advances for Travel?
        34. How Do Federal and Non-federal IE’s Pull to Reports?
        35. Why Are Dashboard Key Stats Different Than Line 11 Totals on FEC Reports?
        36. How Should Debt that is Forgiven Appear on the FEC Form 3/3X/3P?
        37. Why Isn’t the Split of My Accrued Expense Payment Showing on My FEC Report?
      3. IRS Filing FAQ and Resources
        1. Do I Need to File the IRS Form 8871/8872?
        2. What Is the IRS Form 8872 & How Do I Prepare and File It?
        3. How Do I Use the TAX1099 Integration?
        4. Can I File the IRS Form 990 Out of ISP?
        5. Do I Need an Ein and How Do I Apply for One?
        6. When Are the IRS Filing Deadlines?
      4. 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 Report
        5. About the AL CEO Major Report
      5. Alaska Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Alaska Filing Deadlines?
      6. Arizona Campaign, Party, & PAC Filing FAQ and Resources
        1. About the Maricopa County CFR
        2. When Are the Arizona Filing Deadlines
        3. About the AZ Periodic Report / PAC Bulk Import
        4. About the AZ IE Trigger Report
        5. How Do I Add Candidate and Committee Records Directly From the FEC?
        6. Why Is My IE Appearing on Line 21(B)? About Paying First and Disseminating Later
      7. Arkansas Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Arkansas Filing Deadlines?
      8. California Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I E-file With California?
        2. Do I File a Paper or Electronic Copy of My CA Report?
        3. How Do I File a CA Amendment?
          1. Where Do I Get the Original CA Filing ID Number?
        4. When Are the California Filing Deadlines?
        5. Where Do I File as a Local CA Filer if the Efile Report to Local Button Is Not Available (ECampaign & Efs)?
        6. How Do I File as a Local CA Filer When the E-file Report to Local Button Is Available (NetFile)?
          1. What Are CA Local Signers and Pins (NetFile)?
          2. My Local Filing With NetFile Just Failed. Now What?
          3. How Do I File as a Local CA Filer via Netfile’s Third Party Upload?
        7. Can I File a Report if I Don’t Have a FPPC ID Yet?
        8. What Is eSignature and How Do I Use It?
        9. About the CA Form 400
        10. About the CA Form 401
        11. About the CA Form 410
        12. What Is the CA 460 Report & How Do I Prepare and File It?
          1. CA 460 Line-By-Line
            1. How to Transfer Between Committees
          2. Why Are There Errors and Warnings in My CA Confirmation Email That Are Not in ISP?
          3. Checkboxes for Sch D on CA 460
          4. Reporting Splits on CA 460
          5. Why Are Lines 20 and 21 Showing as $0.00 on My Report?
        13. About the CA Form 461
          1. About the CA Form 461-Non-committee Report
          2. About the CA Form 461-Reverse Report
          3. How to Set a Major Donor Filer
        14. About the CA Form 462 Report
        15. How Do I File a CA Form 496?
        16. About the CA Form 497 Report
          1. How Do I Generate a CA Form 497?
          2. How Do I Report Contributions Received via Intermediary (Conduit, Earmark) On the CA Form 497?
        17. About the CA Form 497 — Reverse
        18. About the CA Form 498
        19. About the CA Form 501 Report
        20. How Do I Report Accrued Expenses Splits with Support/Oppose Memo?
        21. About CA Conduit (Earmark) Transactions
        22. How Do I Add Candidate and Committee Records Directly From the CA SOS?
        23. Reporting Rules for Joint FEC/CA Filings
        24. What Are Primarily Formed PACs in CA?
        25. What Are Aggregates by Relationships on CA Report?
        26. What Are CA LLC/LLP Reporting Requirements?
        27. How Do I Report Contributions Made to Committees Without ID Numbers?
        28. What Is the “Itemize Cross-Period Conduit Contributions Based on Split Date” Checkbox?
        29. About the San Francisco Public Funding Likely Qualifying Contributions Report
        30. Issues With California’s PDF Converting Program
      9. Colorado Campaign, Party, & PAC Filing FAQ and Resources
        1. Denver CFR Line-By-Line
        2. When Are the Denver Filing Deadlines?
        3. When Are the Colorado Filing Deadlines?
        4. About the CO RCE Report
        5. About the Denver CFR
        6. About the CO RCE Major
        7. About the CO RCE Party Report
      10. Connecticut Campaign, Party, & PAC Filing FAQ and Resources
        1. SEEC Form 30 (CT) Line-By-Line
        2. SEEC Form 20 (CT) Line-By-Line
        3. When Are the Connecticut Filing Deadlines?
        4. About the CT Form 30 Report
        5. About the CT Form 40 Report
        6. How Do I E-file in Connecticut?
      11. Delaware Campaign, Party, & PAC Filing FAQ and Resources
        1. About the DE Campaign Finance Section Financial Report – Line-By-Line
        2. When Are the Delaware Filing Deadlines?
        3. How Do I Add Candidate and Committee Records Directly From the DE DOE Site?
      12. Florida Campaign, Party, & PAC Filing FAQ and Resources
        1. About the FL DS-DE Report
        2. When Are the Florida Filing Deadlines?
        3. About the FL DS-DE 48
        4. About the FL Testimonial Report
        5. How Do I Meet Florida’s 106.0701 Reporting Requirements in ISP?
        6. How Do I Add Candidate and Committee Records Directly From the FL DOS Site?
      13. Georgia Campaign, Party, & PAC Filing FAQ and Resources
        1. About the GA CCDR (Easy Vote) Report
        2. Georgia CCDR Line-By-Line
        3. About the GA Two Business Day Report
        4. How Do I Efile With Georgia?
        5. When Are the Georgia Filing Deadlines?
        6. About the GA CCDR Report
      14. Hawaii Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Hawaii Filing Deadlines?
      15. Idaho Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Idaho Filing Deadlines?
      16. 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
      17. Indiana Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Indiana Filing Deadlines?
        2. About the Indiana CFA-4
        3. About the IN CFA5
        4. About the IN CFA11
        5. How do I Report Indiana Transfers-In?
      18. Iowa Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Iowa Filing Deadlines?
        2. About the IA Form DR2 Report
        3. Iowa Dr-2 Line-By-Line
      19. 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
      20. Kentucky Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Kentucky Filing Deadlines?
      21. Louisiana Campaign, Party, & PAC Filing FAQ and Resources
        1. About the LA Form 202 Report
        2. When Are the Louisiana Deadlines?
        3. About the LA Form 203 Report
      22. 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
      23. Maryland Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Maryland Filing Deadlines?
      24. Massachusetts Campaign, Party, & PAC Filing FAQ and Resources
        1. About the MA Municipal Periodic Report
        2. About the MA Non Depository Periodic Report
        3. About the MA Depository Periodic Report
        4. When Are the Massachusetts Filing Deadlines?
        5. About the MA Deposit Report
        6. About the MA Depository Credit Card Report
        7. About the MA Depository Reimbursement Report
        8. About the MA Depository Subvendor Report
        9. About the MA Non Depository LCR Report
      25. Michigan Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I File My Michigan Report?
        2. Michigan Filing Best Practices
        3. Why Don’t I See a Specific Office Sought for Michigan?
        4. When Are The Michigan Filing Deadlines?
      26. Minnesota Campaign, Party, & PAC Filing FAQ and Resources
        1. MN Hennepin County: Line-By-Line
        2. MN CAND Report: Line-By-Line
        3. When Are the Minnesota Filing Deadlines?
        4. About the MN 24 Hour CAND Report
        5. About the MN – PCF Report
        6. About the MN 24 Hour PCF Report
      27. Mississippi Campaign, Party, & PAC Filing FAQ and Resources
        1. About the MS 48 Hour Report of Reportable Contributions
        2. When Are the Mississippi Deadlines?
        3. About the MS Report of Receipts and Disbursements
      28. Missouri Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Missouri Filing Deadlines?
        2. About the Missouri AI PAC Trigger Report
        3. About the MO Committee Disclosure Report
        4. About the MO LCR Report
      29. 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
      30. Nebraska Campaign, Party, & PAC Filing FAQ and Resources
      31. Nevada Campaign, Party, & PAC Filing FAQ and Resources
        1. About the NV Candidate Contributions and Expenditures- Legal Defense Fund Report
          1. How Do I Setup a Nevada Legal Defense Fund in ISP?
        2. About the NV Candidate Contributions and Expenditures Report
        3. When Are the Nevada Filing Deadlines?
        4. What’s the Difference Between E-file and Paper Only Reports for Nevada?
        5. About the NV Committee Contributions and Expenditures Report
      32. New Hampshire Campaign, Party, & PAC Filing FAQ and Resources
        1. NH LCR (Candidate Version) Line-By-Line
        2. NH R and E (Candidate Version) Line-By-Line
        3. About the NH – R and E
        4. About the NH – LCR Report
        5. When Are the New Hampshire Filing Deadlines?
        6. About the NH – IE Report
      33. New Jersey Campaign, Party & PAC Filing FAQ and Resources
        1. NJ Form R-1 Line-By-Line
        2. About the NJ Form 72/24 HR Report
        3. When Are the New Jersey Filing Deadlines?
        4. How to Import Into NJ Elec System
      34. New Mexico Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New Mexico Filing Deadlines?
        2. About the NM Campaign Finance Report
        3. NM Campaign Finance Report Line-By-Line
        4. About the NM Supplemental Report
      35. New York Campaign, Party, & PAC Filing FAQ and Resources
        1. About the NY CF-01 Report
          1. Tips and Best Practices for the New York CF-01 Report
        2. New York January Periodic Settings
        3. When Are the New York Filing Deadlines?
        4. NY Common Import Errors
        5. What Are the Transaction Method Rules for NY Reports?
        6. About the NY Cf-07 (Authorized User Designation and Removal Form)
        7. About the NY Weekly/24-Hour Report
        8. How Do I File an Amended NY Report?
      36. North Carolina Campaign, Party, & PAC Filing FAQ and Resources
        1. NC Form 1000 Line-By-Line
        2. About the NC Form 2210 Report
        3. When Are the North Carolina Filing Deadlines?
        4. About the NC Form 2220 Report
        5. About the NC Form 4100 Report
      37. North Dakota Campaign, Party, & PAC Filing FAQ and Resources
        1. ND Form Sfn 53970 Line-By-Line
        2. When Are the North Dakota Filing Deadlines?
      38. Ohio Campaign, Party, & PAC Filing FAQ and Resources
        1. About the OH Standard Report
        2. When Are the Ohio Filing Deadlines?
        3. About the OH Form 30C Report
      39. Oklahoma Campaign, Party, & PAC Filing FAQ and Resources
      40. 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. How Do I Pull “Employer/Occupation letter sent date” for Reporting?
        4. How Do I E-file With ORESTAR?
      41. Pennsylvania Campaign, Party, & PAC Filing FAQ and Resources
        1. About the PA DSEB-502 Report
        2. About the PA DSEB-502 Version: Federal PAC Filing State Report
        3. When Are the Pennsylvania Filing Deadlines?
        4. What Is the Pennsylvania Apply to File Process?
        5. About the PA Late Contribution Report (24 Hour Report)
      42. Rhode Island Campaign, Party, & PAC Filing FAQ and Resources
      43. South Carolina Campaign, Party, & PAC Filing FAQ and Resources
        1. South Carolina Bulk Import Line-By-Line
        2. When Are the South Carolina Filing Deadlines?
      44. South Dakota Campaign, Party, & PAC Filing FAQ and Resources
      45. Tennessee Campaign, Party, & PAC Filing FAQ and Resources
      46. Texas Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Texas Filing Deadlines?
        2. How Do I Populate the Cover Page on My TX Report?
        3. How Do I Pull Candidate Info to Section 9 on Schedule F1?
        4. How Do I Enter Non-itemized Transactions for My TX Reports?
        5. About the TX COH Report
        6. About the TX COH-SS Report
        7. About the TX GPAC Report
        8. About the TX MPAC Report
        9. About the TX SPAC Report
        10. About the TX DAILY-C COH Report
        11. About the TX DAILY-C PAC Report
        12. About the TX DAILY-E PAC Report
        13. How Do I Add Candidate and Committee Records Directly From the TX TEC Site?
      47. Utah Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Utah Filing Deadlines?
        2. Utah Contributions and Expenditures Report Line by Line
      48. Vermont Campaign, Party, & PAC Filing FAQ and Resources
        1. About the VT Disclosure Report
        2. About the VT Mass Media Report
      49. 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
        4. About the VA Large Expenditure Report
        5. About the VA Non-Candidate Compliance Report
      50. Washington Campaign, Party, & PAC Filing FAQ and Resources
        1. New Washington (PDC) Filing System
        2. How Do I Set up Seattle Efiling?
        3. Tokens, Passwords, and Filing Washington State (PDC) Reports
        4. WA C3 Line-By-Line
        5. When Are the Washington Filing Deadlines?
        6. About the WA C3 (Candidate) Report
          1. About WA Voucher Contributions
          2. About WA Low Cost Fundraisers
        7. How Do I File an Amended WA C3?
        8. About the WA Form C3 (Non-Candidate) Report
        9. About the WA C4 (Candidate) Report
          1. How Does the 21 Day Limit on Debts Before They Become Loans Impact Reporting?
          2. How Are Refunded Contributions Reported on the WA C4?
          3. How Do I Add and Report Negatives in Deposit Batches?
          4. Why Are My Accrued Expenses Itemizing Incorrectly on the WA C4?
        10. How Do I Add and Report Accrued Expense Payments on the WA C4?
        11. WA C4 Line-By-Line
        12. About the WA Form C4 (Ballot Measure) Report
        13. About the WA Form C4 (Non-Candidate) Report
        14. What Is the WA Auction Report?
        15. How Do I Add Candidate and Committee Records Directly From the WA PDC?
        16. How Do I Create a Compliant WA Surplus Account?
        17. What Is the WA PDC Last Minute Contributions Report?
      51. West Virginia Campaign, Party, & PAC Filing FAQ and Resources
        1. About the WV F7 Report
        2. West Virginia Form F-7 Campaign Financial Statement Line by Line
        3. When Are the West Virginia Filing Deadlines?
        4. About the WV F7B
      52. 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
      53. Wyoming Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Wyoming Filing Deadlines?
        2. About the WY PAC Contributions and Expenditures Report
        3. How Do I Add Candidate and Committee Records Directly From the WY SOS Site?
    2. About Compliance Tools
      1. What Are MIA Donation Totals?
    3. About Financial Reports
      1. What Are the Financial Reports in ISP?
      2. What Is the Financial Transaction Report?
        1. How Do I Find Transactions Linked to a Specific Event?
        2. Financial Report Recipe: Donors by Quarter Using Conduit Date
        3. Financial Report Recipe: Exclude Refunds
      3. How and When Do I Use Bulk Update?
      4. How Do I Use the Columns to Gather Contact Info for the Financial Report Export?
    4. Policy on Legal Advice
    5. About Fundraising/Analysis Reports
      1. What Is the User Activity Report?
      2. What Are the Pledge or Target Metrics Reports?
    6. How Do I Create a Scheduled Report?
      1. What Are the to and From Date Options for Scheduled Reports?
  5. About Tools in ISP
    1. How Do I Use Quick Import?
      1. What Are the Available Quick Import Formats in ISP?
        1. How Do I Import Refunds in Bulk?
        2. Ai-Assisted Quick Import Format
    2. How Do I Create Drip Campaigns & Drip Emails?
      1. How Do I Set Up Automated Drip Campaigns?
      2. What Are the Add Drip Email Options?
    3. What Are Webhooks and How Do I Use Them?
    4. How Do I Use the Word Templates Tool?
    5. What Is the Compliance Report Excel Export?
    6. What Is ai@ISP?
      1. Which Report Filings Does AI Check?
      2. How Do I Set the AI Alert for Over the Limit Contributions?
    7. What Are Quick Emails?
    8. What Is Form Builder & How Do I Use It?
    9. What Are Reminders?
      1. What Are Reminder Types?
    10. What Are Calendar Feeds?
    11. What Is Call Time and How Do I Use It?
      1. What Are Call Time Settings?
    12. How Do I Use BCC Emails to Add Communications?
    13. What Is the Calendar and Recurring Calendar Entries?
    14. What Are Call Sheets?
    15. What Are Check Requests?
    16. How Do I Combine Duplicates?
    17. What Are Events & How Do I Use Them?
      1. What Is Event Management?
    18. What Are External Data Sources?
    19. How Do I Link Spouses?
    20. What Is the Marketing Link Builder Tool?
    21. What Is the Soft Credits Tool?
    22. What Is External ID Tracking?
    23. What Are Third Party Donations?
    24. How Do I Set Up & Print Envelopes?
    25. What Is Rocket Management?
    26. What Are Tickets & Ticket Areas and How Do I Add Them?
  6. About Lists in ISP
    1. What Are Flags and How Do I Use Them?
      1. How Do I Set the Flag Icon?
    2. What Are Budget Categories?
      1. What Is Multi-Dimensional Budgeting & How Do I Use It?
    3. What Are Communication Types?
    4. How Do I Add an Election?
    5. What Are Financial Accounts and How Do I Add Them?
      1. How Do I Use Financial Accounts for Virtual Accounting?
    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. How Do I Add a Ballot Measure?
      3. What Is a Bookkeeping Transaction and How Do I Add One?
    9. What Are Units?
    10. What Are Time Tracking Categories?
  7. About Integrations in ISP
    1. How Do I Set Up an ActBlue Integration?
      1. What Are the ActBlue Settings?
      2. ActBlue Integration Troubleshooting
      3. How Do I Use the ActBlue Quick Import?
    2. How Do I Set Up a NationBuilder Integration?
    3. How Do I Set Up the WinRed Integration?
      1. How Do I Export Data Out of WinRed and Quick Import It Into ISP?
      2. WinRed Integration Troubleshooting
      3. How Do I Create a WinRed Conduit Check?
      4. How Do I Add WinRed Fees?
    4. How Do I Set Up the PDI Email Integration?
    5. Ninja Forms Integration Setup
    6. What Are the Credit Card Processing Options at ISP?
      1. Credit Card Failure Codes
    7. How Do I Set Up the Numero Integration?
    8. How Do I Set Up a Donorbox Integration?
    9. How Do I Set Up a Publicsquare Integration?
    10. How Do I Add the Targeted Victory Integration?
    11. How Do I Create the eFundraising Connections Integration?
    12. How Do I Set Up the Anedot Integration?
      1. How Do I Add Anedot Fees?
    13. What Are the Broadcast Email Options at ISP?
    14. How Do I Set Up the Dropbox Integration?
      1. Dropbox Best Practices
    15. What Is Magic Match and How Do I Use It?
    16. How Do I Set up the Constant Contact Integration?
    17. How Do I Set Up the Broadcast Email: Gmail Integration?
    18. What Is the Xodo Sign Integration and How Do I Use It?
    19. How Do I Set up a Kindful Integration?
    20. What Is the Mailchimp Integration and How Do I Add It?
      1. Dealing with SPAM Filters
      2. Why Do Emails Bounce or Not Get Sent?
    21. Why Are My Broadcast Emails Taking So Long to Be Delivered?
    22. How Do I Set Up The Raise The Money Integration?
    23. About ISP’s API
      1. How Do I Add Deposit Batches via ISP’s API?
      2. Contribution Summary API
      3. What Fields Are Available for API Submissions?
      4. API Sample Code: Jquery
      5. How Do I Set Up Authentication with ISP’s API?
      6. How Do I Add Political Committees via ISP’s API?
      7. How Do I Add Online Donations via ISP’s API?
      8. How Do I Add Fees and Other Expenses via Isp’s API?
      9. How Do I Add Volunteers With Flags Via ISP’s API?
      10. Budget Category Request API
      11. Deposit Batches Request API
    24. Integrating With ISPolitical
  8. About System Options in ISP
    1. What Is Two Factor Authorization and How Do I Set It Up?
      1. What Is Authy and How Do I Use It?
    2. How Do I Use the Account Management Page?
    3. How Do I Change My Password?
    4. About Users
      1. What Are the Different User Permissions in ISP?
      2. How Do I Add New & Existing Users to a Database?
    5. What Are Hotkeys?
  9. Professional Political Firm Directory
  10. What Are the Best Practices for Using ISP?
    1. Compliance Errors and Descriptions in ISP
    2. What Are Volunteer Sign Up Form Options in ISP?
    3. What Are ISP Best Practices?
    4. What Are Accounting Practices to Keep In Mind?
    5. How Can I Best Manage Duplicates in My Database?
  11. About Consultant Tools in ISP
    1. What Is ai@ISP in Consultant Tools?
    2. What Is Data Flow and How Do I Use It?
    3. What Is the File Compliance Reports Page in Consultant Tools?
    4. What Is the Filing Deadlines Calendar in Consultant Tools?
    5. What Are Key Stats in Consultant Tools?
    6. What Is Cross-Account Check Printing in Consulting Tools?
    7. What Are Cross-Account Reports?
    8. What Is the Firm Details Page in Consultant Tools?
  12. Useful Information in ISP
    1. General Tools and Tips
    2. How Do I Pull a Final Export on My Own?
    3. How Do I Capture Video With Windows 10?

Not using ISP yet?

With one quick phone call, our reps can quickly help you decide if ISP is right for you. No pressure. No stress. Just quick and easy answers.

Political campaign software integrations
Responsive political campaign, accounting, compliance and fundraising software dashboards







Generic selectors

Exact matches only

Search in title

Search in content

Post Type Selectors