Help File Directory

  1. Professional Political Firm Directory
  2. 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?
  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
      6. What Is an Accrued Expense?
      7. How Do I Add Conduit Transactions & Processing Fees?
      8. How Do I Create ActBlue Conduit Transaction Deposit After An Import?
        1. How Do I Add ActBlue Fees?
      9. How Do I Create an Independent Expenditure?
      10. How Do I Enter Conduit and Earmarked Transactions?
      11. How Do I Add a Reattribution or Redesignation?
      12. How Do I Void a Recorded Check?
      13. How Do I Record In-Kind Made Transactions?
      14. How Do I Record Loans?
      15. How Do I Record Petty Cash Transactions?
      16. What Are Memos & Splits and How Do I Add Them?
      17. How Do I Create a Reversed Split Transaction?
      18. What Are the Differences Between Reversal and Refund?
      19. What Are Expense Transaction Tags and How Do I Use Them?
      20. What Are Internal Transfers?
      21. How Do I Enter Returned Checks Due to Insufficient Funds?
      22. How Do I Add a Contribution to Other Committees?
      23. 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. Advanced Search Recipe: Transactions by Creation Date
        2. Advanced Search Recipe: Locate Donors Over the Limit
        3. Advanced Search Recipe: Excluding Results Based On Flags
        4. Advanced Search Recipe: Donors Who Gave to the Primary but Not the General
        5. Advanced Search Recipe: 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. I Didn’t File My Report, What Should I Do Now?
      4. How Do I Prepare My Termination Report?
      5. 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
      6. 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. 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 to Add an Fec Form 3Z to a Form 3
          5. Why Can’t I See the Fec Form 3P?
        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 Is the Form 2 and When Do I File It?
        16. About the FEC Form 24-IE
        17. About the FEC Form 48-IE
        18. 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?
        19. Best Practices for Filing FEC Amendments
      7. 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
      8. Alaska Campaign, Party, & PAC Filing FAQ and Resources
      9. 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
      10. Arkansas Campaign, Party, & PAC Filing FAQ and Resources
      11. 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. About the CA Form 410
        11. 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 ISPolitical?
        12. What Is the CA Form 461-Reverse Report?
        13. How to File a CA Form 496
        14. 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
        15. About the CA Form 497 — Reverse
      12. 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
      13. 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
        4. How Do I E-File in Connecticut?
      14. Delaware Campaign, Party, & PAC Filing FAQ and Resources
      15. 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?
      16. 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
      17. Hawaii Campaign, Party, & PAC Filing FAQ and Resources
      18. Idaho Campaign, Party, & PAC Filing FAQ and Resources
      19. 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
      20. 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?
      21. Iowa Campaign, Party, & PAC Filing FAQ and Resources
        1. About the IA Form DR2 Report
      22. 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
      23. Kentucky Campaign, Party, & PAC Filing FAQ and Resources
      24. Louisiana Campaign, Party, & PAC Filing FAQ and Resources
        1. About the LA Form 202 Report
        2. About the LA Form 203 Report
      25. 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
      26. Maryland Campaign, Party, & PAC Filing FAQ and Resources
      27. Massachusetts Campaign, Party, & PAC Filing FAQ and Resources
      28. 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 LCR Report
      29. 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
      30. 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
      31. Missouri Campaign, Party, & PAC Filing FAQ and Resources
        1. About the MO LCR Report
      32. Montana Campaign, Party, & PAC Filing FAQ and Resources
        1. About the MT Committee Report
        2. About the MT Form C7 Report
        3. About the MT Form C7E Report
      33. Nebraska Campaign, Party, & PAC Filing FAQ and Resources
      34. Nevada Campaign, Party, & PAC Filing FAQ and Resources
        1. What’s The Difference Between E-File and Paper Only Reports For Nevada?
        2. About the NV Candidate Contributions and Expenditures Report
        3. About the NV Committee Contributions and Expenditures Report
      35. New Hampshire Campaign, Party, & PAC Filing FAQ and Resources
        1. About the NH – LCR Report
        2. About the NH – IE Report
      36. New Jersey Campaign, Party, & PAC Filing FAQ and Resources
        1. NJ Form R-1 Line by Line
        2. About the NJ Form R1 48HR Report
      37. New Mexico Campaign, Party, & PAC Filing FAQ and Resources
      38. 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
        3. About the NY Weekly/24-Hour Report
        4. How Do I File an Amended NY Report?
      39. North Carolina Campaign, Party, & PAC Filing FAQ and Resources
        1. NC Form 1000 Line By Line
        2. About the NC Form 2220 Report
      40. North Dakota Campaign, Party, & PAC Filing FAQ and Resources
      41. Ohio Campaign, Party, & PAC Filing FAQ and Resources
      42. Oklahoma Campaign, Party, & PAC Filing FAQ and Resources
      43. 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?
      44. Pennsylvania Campaign, Party, & PAC Filing FAQ and Resources
        1. About the PA Late Contribution Report (24 Hour Report)
      45. Rhode Island Campaign, Party, & PAC Filing FAQ and Resources
      46. South Carolina Campaign, Party, & PAC Filing FAQ and Resources
      47. South Dakota Campaign, Party, & PAC Filing FAQ and Resources
      48. Tennessee Campaign, Party, & PAC Filing FAQ and Resources
      49. Texas Campaign, Party, & PAC Filing FAQ and Resources
        1. Texas State Report Tips & Information
        2. About the TX Forms Coh Report
      50. Utah Campaign, Party, & PAC Filing FAQ and Resources
      51. Vermont Campaign, Party, & PAC Filing FAQ and Resources
      52. Virginia Campaign, Party, & PAC Filing FAQ and Resources
        1. About the VA Large Contribution Report
      53. 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?
        7. About the WA PDC Last Minute Contributions Report
      54. West Virginia Campaign, Party, & PAC Filing FAQ and Resources
        1. About the WV F7B
      55. Wisconsin Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I File My Wisconsin Report?
        2. About the WI RandE Report
      56. Wyoming Campaign, Party, & PAC Filing FAQ and Resources
        1. 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. 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?
    5. About Fundraising/Analysis Reports
      1. What Are the Pledge or Target Metrics Reports?
    6. How Do I Create a Scheduled Report?
  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. How Do I Use Quick Import?
    16. What Are Reminders?
      1. What Are Reminder Types?
  7. About Lists in ISP
    1. How Do I Add & Manage Budget Categories?
    2. How Do I Add an Election?
    3. What Are Financial Accounts and How Do I Add Them?
    4. What are Flags and How do I Use Them?
      1. How Do I Set the Flag Icon
    5. 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?
  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 Dropbox Integration?
    6. How Do I Create the Efundraising Connections Integration?
    7. How Do I Set up a Kindful Integration?
    8. 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
    9. Why Are My Broadcast Emails Taking So Long to Be Delivered?
    10. How Do I Set up a Nationbuilder Integration?
    11. How Do I Set up the Numero Integration?
    12. How Do I Set up and Use the Netfile Integration?
    13. How Do I Set Up The Raise The Money Integration?
    14. 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?
    15. How to Create the Targeted Victory Integration
    16. 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
    17. 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. 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. 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 to Capture Video with Windows 10