Help File Directory

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  1. How Do I Get Started in ISP?
    1. What Is the Initial Account Set Up & Agreement?
    2. How Do I Get Data In My New Database?
    3. How Do I Use Quick Search?
    4. What Are the Dashboard Charts and Graphs?
    5. What Are the Key Statistics on the Dashboard?
    6. What Are Pending Imports and How Do I Process Them?
    7. What Do the Different Button Colors Mean?
  2. 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
      6. How Do I Add Conduit Transactions & Processing Fees?
      7. How Do I Create ActBlue Conduit Transaction Deposit After An Import?
        1. How Do I Add ActBlue Fees?
      8. How Do I Create an Independent Expenditure?
      9. How Do I Enter Conduit and Earmarked Transactions?
      10. How Do I Add a Reattribution or Redesignation?
      11. How Do I Void a Recorded Check?
      12. How Do I Record In-Kind Made Transactions?
      13. How to Record Petty Cash
      14. What Are Memos & Splits and How Do I Add Them?
      15. Entering Reversed Splits
      16. What Are the Differences Between Reversal and Refund?
      17. What Are Transaction Tags and How Do I Use Them?
      18. About Internal Transfers
      19. Entering Returned Checks Due to Insufficient Funds
      20. How Do I Add a Contribution to Other Committees?
      21. How to Create a Reimbursement
    5. 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. Adding and Tracking Pledges
      5. How Do I Enter Credit Card Purchases?
    6. About Budgets
    7. What Are Intra-Account Transfers?
    8. What Is JFC Management?
      1. ISP’s Exclusive JFC Wizard
    9. About Check Printing
      1. How to Print Checks
      2. Batch Check Printing
    10. What Is Bank Statement Reconciliation & How Do I Use It?
    11. About Record Deposit
      1. How Do I Record a Deposit?
      2. How Do I Update or Edit a Deposit?
      3. Adding Refunds to Integrations Deposits
    12. What Is the Register?
    13. About Thank Donors
      1. How Do I Thank Donors & View Previously Thanked Donors?
      2. Creating Thank You Letters
  3. 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. About Pledges & Targets and How to Add Them to Records
      4. How Do I Generate Call Sheets?
      5. About Adding International Addresses to ISP
    2. About Individual Records
      1. Using Individual Search
      2. Using Relationships to Add New Individual & Copy Contact Info
    3. About Organization Records
      1. Using 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. How Do I Use Advanced Search to Locate Donors Over the Limit?
      4. How Do I Use Advanced Search to Locate Donors Who Gave to the Primary but Not the General?
      5. Advanced Search Recipe: Find Non-Donors
      6. Advanced Search Recipe: Transactions by Creation Date
      7. How to Set Flags Using Advanced Search
      8. Advanced Search Recipe: Adding Flags En Masse & Excluding Flags From Lists
      9. Custom Exports
      10. How to Set Up Automated Drip Campaigns
      11. Difference Between “Actor” and “User” Fields in Advanced Search
  4. 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 Find Out My State’s Filing Dates?
      2. 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
      3. FEC Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I 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. How Do I Enter an Advance of Personal Funds for FEC Reporting?
        5. How Do I Report Auction Items and Proceeds From Sales on FEC Reports?
        6. What Are the Sort Order Options for the FEC Reports?
        7. Why Can’t I see the FEC Form 3?
        8. How Do I Report Advances for Travel?
        9. Estimated Expenses for Form 5 and 24/48 hour IE reports
        10. FEC Form 1M (Notice of Multi-Candidate Status)
        11. How Do I Pull a Transaction to a Specific Line on the FEC Form 3?
          1. Form 3 Errors and Warnings
          2. How to Add an FEC Form 3Z to a Form 3
          3. Post General Report Instructions
          4. Why can’t I see the FEC Form 3p?
          5. How Do I File a FEC Form 3?
        12. FEC Form 3X: How Do I Pull a Transaction to a Specific Line?
          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?
        13. FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?
        14. How Do I Prepare and Generate the FEC Form 1?
          1. What do I Need to File an Amended Form 1?
        15. What are the triggers to file an FEC Form 2?
        16. About Report Post-Generation
          1. What Are FEC System Errors and How Do I Fix Them?
          2. How to 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?
      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 Major
      5. Alaska Campaign, Party, & PAC Filing FAQ and Resources
      6. 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
      7. Arkansas Campaign, Party, & PAC Filing FAQ and Resources
      8. 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?
        5. How Do I Get and Use CA Print?
        6. Aggregate by Relationships on CA Reports
        7. CA LLC/LLP Reporting Requirement
        8. Filing a $100+ Contribution (CA Filers)
        9. Can I File As a Local CA Filer with ECampaign (SouthTech Hosting)?
        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. Why Are Lines 20 and 21 Showing as $0.00 on My Report?
          5. Why Are There Errors in My CA Confirmation Email That Are Not in ISPolitical?
        11. How to File a CA Form 496
        12. How Do I File a CA Form 497?
          1. How Do I File a CA 497 Amendment?
          2. ActBlue Transactions as the Intermediary on 497 Reports
      9. Colorado Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Colorado Filing Deadlines?
      10. Connecticut Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Connecticut Filing Deadlines?
        2. SEEC Form 20 (CT) Line By Line
        3. How Do I E-File in Connecticut?
      11. Delaware Campaign, Party, & PAC Filing FAQ and Resources
      12. Florida Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Florida Filing Deadlines?
        2. Meeting Florida’s 106.0701 Reporting Requirements in ISP
      13. 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?
      14. Hawaii Campaign, Party, & PAC Filing FAQ and Resources
      15. Idaho Campaign, Party, & PAC Filing FAQ and Resources
      16. Illinois Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Illinois Filing Deadlines
      17. Indiana Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Indiana Filing Deadlines?
        2. How do I Report Indiana Transfers-In?
      18. Iowa Campaign, Party, & PAC Filing FAQ and Resources
      19. Kansas Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Kansas Filing Deadlines?
      20. Kentucky Campaign, Party, & PAC Filing FAQ and Resources
      21. Louisiana Campaign, Party, & PAC Filing FAQ and Resources
      22. Maine Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Maine Filing Deadlines?
        2. How Do I E-File in Maine?
      23. Maryland Campaign, Party, & PAC Filing FAQ and Resources
      24. Massachusetts Campaign, Party, & PAC Filing FAQ and Resources
      25. Michigan Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are The Michigan Filing Deadlines?
        2. How Do I File My Michigan Report?
      26. 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
      27. Mississippi Campaign, Party, & PAC Filing FAQ and Resources
        1. When are the Mississippi Deadlines?
      28. Missouri Campaign, Party, & PAC Filing FAQ and Resources
      29. Montana Campaign, Party, & PAC Filing FAQ and Resources
      30. Nebraska Campaign, Party, & PAC Filing FAQ and Resources
      31. Nevada Campaign, Party, & PAC Filing FAQ and Resources
        1. What’s The Difference Between E-File and Paper Only Reports For Nevada?
      32. New Hampshire Campaign, Party, & PAC Filing FAQ and Resources
      33. New Jersey Campaign, Party, & PAC Filing FAQ and Resources
        1. NJ Form R-1 Line by Line
      34. New Mexico Campaign, Party, & PAC Filing FAQ and Resources
      35. New York Campaign, Party, & PAC Filing FAQ and Resources
        1. NY Common Import Errors
        2. About the NY CF-01 Report
          1. Tips and Best Practices for the New York CF-01 Report
      36. North Carolina Campaign, Party, & PAC Filing FAQ and Resources
        1. NC Form 1000 Line By Line
      37. North Dakota Campaign, Party, & PAC Filing FAQ and Resources
      38. Ohio Campaign, Party, & PAC Filing FAQ and Resources
      39. Oklahoma Campaign, Party, & PAC Filing FAQ and Resources
      40. Oregon Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I Add Reimbursements to Personal Expenses for Oregon Compliance Reports?
        2. Oregon Filers: How to Pull “Employer/Occupation letter sent date” for Reporting
        3. How Do I E-File with ORESTAR?
      41. Pennsylvania Campaign, Party, & PAC Filing FAQ and Resources
      42. Rhode Island Campaign, Party, & PAC Filing FAQ and Resources
      43. South Carolina Campaign, Party, & PAC Filing FAQ and Resources
      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. Texas State Report Tips & Information
      47. Utah Campaign, Party, & PAC Filing FAQ and Resources
      48. Vermont Campaign, Party, & PAC Filing FAQ and Resources
      49. Virginia Campaign, Party, & PAC Filing FAQ and Resources
      50. Washington Campaign, Party, & PAC Filing FAQ and Resources
        1. Tokens, Passwords, and Filing Washington State (PDC) Reports
        2. How to Create a Compliant WA Surplus Account
        3. Setting Up Seattle EFiling
        4. WA Auction Report
        5. About the WA C3 Report
          1. WA Form C3 and Voucher Contributions
        6. 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?
      51. West Virginia Campaign, Party, & PAC Filing FAQ and Resources
      52. Wisconsin Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I File My Wisconsin Report?
      53. Wyoming Campaign, Party, & PAC Filing FAQ and Resources
    2. Compliance Report Post-Generation
      1. Using the Mark as Filed Feature
    3. How to Generate Financial Reports
      1. What Are the Financial Transaction Reports & How Do I Generate One?
      2. Common Financial Report Recipes
      3. Using Bulk Update
    4. About Fundraising/Analysis Reports
      1. What is the Metrics Report?
    5. How to Create a Scheduled Report
  5. About Tools in ISP
    1. About AI@ISP
      1. Can AI Remind Me About Report Filings?
      2. Setting the AI Alert for Over the Limit Contributions
    2. How to Use the Bcc Email Feature to Add Communications
    3. Calendar Feeds
    4. About Call Time Settings
    5. Managing Check Requests
    6. How Do I Combine Duplicates?
    7. How to Create Drip Campaigns & Drip Emails
    8. How to Link Spouses
    9. How Do I Use Quick Import?
  6. About Lists in ISP
    1. About Budget Categories
      1. How to Add & Manage Budget Categories
    2. How Do I Add an Election?
    3. What Are Financial Accounts and How Do I Add Them?
    4. How to Set the Flag Icon
    5. About Other Entities
      1. About Anonymous Transactions
      2. What Is a Bookkeeping Transaction and How Do I Add One?
  7. 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 to Add the 123 FormBuilder Integration
    4. How Do I Set Up an ActBlue Integration?
      1. How Do I Use the ActBlue Quick Import?
    5. How Do I Set Up the Anedot Integration?
    6. How Do I Set Up the Dropbox Integration?
    7. How Do I Create the eFundraising Connections Integration?
    8. How Do I Set Up a Kindful Integration?
    9. 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
    10. How Do I Set Up a NationBuilder Integration?
    11. How Do I Set Up and Use the NetFile Integration?
    12. How Do I Add the Stripe Integration in ISP?
      1. How Do I Create a Stripe Donation Page?
        1. How Do I Apply a Budget Category to a Stripe Donation Page?
      2. What Are Stripe Donation Emails and How Do I Add Them?
    13. How to Create the Targeted Victory Integration
    14. 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
    15. About API
      1. Adding Online Donations Via API
      2. API Sample Code: JavaScript
      3. Budget Category Request API
      4. Deposit Batches Request API
  8. About System Options in ISP
    1. Using Account Management
    2. What Is Two Factor Authorization and How Do I Set It Up?
    3. About Users
      1. How Do I Add New & Existing Users to a Database?
      2. What Are the Different User Permissions in ISP?
    4. Hot Keys in ISP
  9. About Consultant Tools in ISP
    1. What is Data Flow and How Do I Use it?
  10. Useful Information in ISP
    1. Political Campaign Software | Keep Your Data Clean
    2. Preparing for a Termination Report & How to Close Your ISP Account
    3. How to Capture Video with Windows 10
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