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- How Do I Get Started in ISP?
- What Is the Initial Account Set Up & Agreement?
- How Do I Get Data In My New Database?
- How Do I Use Quick Search?
- What Are the Dashboard Charts and Graphs?
- What Are the Key Statistics on the Dashboard?
- What Are Pending Imports and How Do I Process Them?
- What Do the Different Button Colors Mean?
- About Accounting in ISP
- What Are Accounting Practices to Keep In Mind?
- What Are MIA Donation Totals?
- What Are Key Statistics?
- About Transactions
- How Do I Add New Transactions?
- What Are the Available Transaction Types in ISP?
- What Are Transaction Limits?
- What Do the Different Colors Mean When Adding Transactions?
- Entering Unusual Transactions
- How Do I Add Conduit Transactions & Processing Fees?
- How Do I Create ActBlue Conduit Transaction Deposit After An Import?
- How Do I Add ActBlue Fees?
- How Do I Create an Independent Expenditure?
- How Do I Enter Conduit and Earmarked Transactions?
- How Do I Add a Reattribution or Redesignation?
- How Do I Void a Recorded Check?
- How Do I Record In-Kind Made Transactions?
- How to Record Petty Cash
- What Are Memos & Splits and How Do I Add Them?
- Entering Reversed Splits
- What Are the Differences Between Reversal and Refund?
- What Are Transaction Tags and How Do I Use Them?
- About Internal Transfers
- Entering Returned Checks Due to Insufficient Funds
- How Do I Add a Contribution to Other Committees?
- How to Create a Reimbursement
- About Balances
- How Do I Create Transactions Considered Debt?
- How Do I Add A Full Or Partial Payment To An Accrued Expense?
- How Do I Add a Loan Repayment or Forgiveness?
- Adding and Tracking Pledges
- How Do I Enter Credit Card Purchases?
- About Budgets
- What Are Intra-Account Transfers?
- What Is JFC Management?
- ISP’s Exclusive JFC Wizard
- About Check Printing
- How to Print Checks
- Batch Check Printing
- What Is Bank Statement Reconciliation & How Do I Use It?
- About Record Deposit
- How Do I Record a Deposit?
- How Do I Update or Edit a Deposit?
- Adding Refunds to Integrations Deposits
- What Is the Register?
- About Thank Donors
- How Do I Thank Donors & View Previously Thanked Donors?
- Creating Thank You Letters
- About Add/Search
- About Entities in ISP
- How Do I Combine Duplicates in Search Results?
- How Do I Create New Relationships?
- About Pledges & Targets and How to Add Them to Records
- How Do I Generate Call Sheets?
- About Adding International Addresses to ISP
- About Individual Records
- Using Individual Search
- Using Relationships to Add New Individual & Copy Contact Info
- About Organization Records
- Using Organization Search
- What Is Advanced Search and How Do I Use It?
- What are the New Search Group and Add Compound Rule buttons in Advanced Search?
- How Do I Filter My Advanced Search by State and Local Districts?
- How Do I Use Advanced Search to Locate Donors Over the Limit?
- How Do I Use Advanced Search to Locate Donors Who Gave to the Primary but Not the General?
- Advanced Search Recipe: Find Non-Donors
- Advanced Search Recipe: Transactions by Creation Date
- How to Set Flags Using Advanced Search
- Advanced Search Recipe: Adding Flags En Masse & Excluding Flags From Lists
- Custom Exports
- How to Set Up Automated Drip Campaigns
- Difference Between “Actor” and “User” Fields in Advanced Search
- About Reports in ISP
- About Compliance Reports
- What Records are Needed for Compliance Reporting?
- How Do I Add or Set a Filer?
- How Do I Find Out My State’s Filing Dates?
- IRS Filing FAQ and Resources
- What Is the IRS Form 8872 & How Do I Prepare and File It?
- When Are the IRS Filing Deadlines
- FEC Campaign, Party, & PAC Filing FAQ and Resources
- How Do I E-File with the FEC?
- When Are the FEC Filing Deadlines?
- How Do I Add Candidate and Committee Records Directly From the FEC?
- How Do I Enter an Advance of Personal Funds for FEC Reporting?
- How Do I Report Auction Items and Proceeds From Sales on FEC Reports?
- What Are the Sort Order Options for the FEC Reports?
- Why Can’t I see the FEC Form 3?
- How Do I Report Advances for Travel?
- Estimated Expenses for Form 5 and 24/48 hour IE reports
- FEC Form 1M (Notice of Multi-Candidate Status)
- How Do I Pull a Transaction to a Specific Line on the FEC Form 3?
- Form 3 Errors and Warnings
- How to Add an FEC Form 3Z to a Form 3
- Post General Report Instructions
- Why can’t I see the FEC Form 3p?
- How Do I File a FEC Form 3?
- FEC Form 3X: How Do I Pull a Transaction to a Specific Line?
- Form 3x: Allocations
- How Do I Get the Multi-Candidate Box Checked?
- Prohibited Inkind Contributions for Allocable Activities
- What is the 0% Federal Allocation used for?
- FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?
- How Do I Prepare and Generate the FEC Form 1?
- What do I Need to File an Amended Form 1?
- What are the triggers to file an FEC Form 2?
- About Report Post-Generation
- What Are FEC System Errors and How Do I Fix Them?
- How to Correct Disallowed Reporting Description Warnings or Provide Accurate Compliance Notes on Reports
- Why Are Transactions Not Itemized on FEC Reports?
- Why Are My Accrued Expenses Not Itemizing on Schedule D?
- Why Are My FEC Reports Aggregating Differently In ISP?
- Why Are My Inkinds Itemizing on Schedule B?
- About FEC Backdoor Passwords
- My FEC Report Failed While Processing. Now What?
- Alabama Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Alabama Filing Deadlines?
- About the AL PAC
- About the AL PAC Major
- About the AL CEO Major
- Alaska Campaign, Party, & PAC Filing FAQ and Resources
- Arizona Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Arizona Filing Deadlines
- About the AZ Bulk Import – PAC
- About the AZ IE Trigger Report
- Arkansas Campaign, Party, & PAC Filing FAQ and Resources
- California Campaign, Party, & PAC Filing FAQ and Resources
- When Are the California Filing Deadlines?
- Best Practices for CA Warnings & Errors
- Reporting Rules for Joint FEC/CA Filings
- What Are CA Local Filers and Signers?
- How Do I Get and Use CA Print?
- Aggregate by Relationships on CA Reports
- CA LLC/LLP Reporting Requirement
- Filing a $100+ Contribution (CA Filers)
- Can I File As a Local CA Filer with ECampaign (SouthTech Hosting)?
- What Is the CA 460 Report & How Do I Prepare and File It?
- CA 460 Line By Line
- Checkboxes for Sch D on CA 460
- How Do I Add a Ballot Measure for the CA 460 Report?
- Why Are Lines 20 and 21 Showing as $0.00 on My Report?
- Why Are There Errors in My CA Confirmation Email That Are Not in ISPolitical?
- How to File a CA Form 496
- How Do I File a CA Form 497?
- How Do I File a CA 497 Amendment?
- ActBlue Transactions as the Intermediary on 497 Reports
- Colorado Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Colorado Filing Deadlines?
- Connecticut Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Connecticut Filing Deadlines?
- SEEC Form 20 (CT) Line By Line
- How Do I E-File in Connecticut?
- Delaware Campaign, Party, & PAC Filing FAQ and Resources
- Florida Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Florida Filing Deadlines?
- Meeting Florida’s 106.0701 Reporting Requirements in ISP
- Georgia Campaign, Party, & PAC Filing FAQ and Resources
- How do I efile with GA after the state’s update?
- When Are the Georgia Filing Deadlines?
- Hawaii Campaign, Party, & PAC Filing FAQ and Resources
- Idaho Campaign, Party, & PAC Filing FAQ and Resources
- Illinois Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Illinois Filing Deadlines
- Indiana Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Indiana Filing Deadlines?
- How do I Report Indiana Transfers-In?
- Iowa Campaign, Party, & PAC Filing FAQ and Resources
- Kansas Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Kansas Filing Deadlines?
- Kentucky Campaign, Party, & PAC Filing FAQ and Resources
- Louisiana Campaign, Party, & PAC Filing FAQ and Resources
- Maine Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Maine Filing Deadlines?
- How Do I E-File in Maine?
- Maryland Campaign, Party, & PAC Filing FAQ and Resources
- Massachusetts Campaign, Party, & PAC Filing FAQ and Resources
- Michigan Campaign, Party, & PAC Filing FAQ and Resources
- When Are The Michigan Filing Deadlines?
- How Do I File My Michigan Report?
- Minnesota Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Minnesota Filing Deadlines?
- MN Hennepin County: Line By Line
- MN CAND Report: Line By Line
- Mississippi Campaign, Party, & PAC Filing FAQ and Resources
- When are the Mississippi Deadlines?
- Missouri Campaign, Party, & PAC Filing FAQ and Resources
- Montana Campaign, Party, & PAC Filing FAQ and Resources
- Nebraska Campaign, Party, & PAC Filing FAQ and Resources
- Nevada Campaign, Party, & PAC Filing FAQ and Resources
- What’s The Difference Between E-File and Paper Only Reports For Nevada?
- New Hampshire Campaign, Party, & PAC Filing FAQ and Resources
- New Jersey Campaign, Party, & PAC Filing FAQ and Resources
- NJ Form R-1 Line by Line
- New Mexico Campaign, Party, & PAC Filing FAQ and Resources
- New York Campaign, Party, & PAC Filing FAQ and Resources
- NY Common Import Errors
- About the NY CF-01 Report
- Tips and Best Practices for the New York CF-01 Report
- North Carolina Campaign, Party, & PAC Filing FAQ and Resources
- NC Form 1000 Line By Line
- North Dakota Campaign, Party, & PAC Filing FAQ and Resources
- Ohio Campaign, Party, & PAC Filing FAQ and Resources
- Oklahoma Campaign, Party, & PAC Filing FAQ and Resources
- Oregon Campaign, Party, & PAC Filing FAQ and Resources
- How Do I Add Reimbursements to Personal Expenses for Oregon Compliance Reports?
- Oregon Filers: How to Pull “Employer/Occupation letter sent date” for Reporting
- How Do I E-File with ORESTAR?
- Pennsylvania Campaign, Party, & PAC Filing FAQ and Resources
- Rhode Island Campaign, Party, & PAC Filing FAQ and Resources
- South Carolina Campaign, Party, & PAC Filing FAQ and Resources
- South Dakota Campaign, Party, & PAC Filing FAQ and Resources
- Tennessee Campaign, Party, & PAC Filing FAQ and Resources
- Texas Campaign, Party, & PAC Filing FAQ and Resources
- Texas State Report Tips & Information
- Utah Campaign, Party, & PAC Filing FAQ and Resources
- Vermont Campaign, Party, & PAC Filing FAQ and Resources
- Virginia Campaign, Party, & PAC Filing FAQ and Resources
- Washington Campaign, Party, & PAC Filing FAQ and Resources
- Tokens, Passwords, and Filing Washington State (PDC) Reports
- How to Create a Compliant WA Surplus Account
- Setting Up Seattle EFiling
- WA Auction Report
- About the WA C3 Report
- WA Form C3 and Voucher Contributions
- About the WA C4 Report
- How does the 21 Day Limit on Debts Before They Become Loans Impact Reporting?
- How Refunded Contributions are reported on WA C4 PDC vs Seattle
- Negatives in Deposit Batches & How They’re Reported (WA)
- WA Form C4 and Accrued Expense Payments
- Why Are My Accrued Expenses Itemizing Incorrectly on the WA C4?
- West Virginia Campaign, Party, & PAC Filing FAQ and Resources
- Wisconsin Campaign, Party, & PAC Filing FAQ and Resources
- How Do I File My Wisconsin Report?
- Wyoming Campaign, Party, & PAC Filing FAQ and Resources
- Compliance Report Post-Generation
- Using the Mark as Filed Feature
- How to Generate Financial Reports
- What Are the Financial Transaction Reports & How Do I Generate One?
- Common Financial Report Recipes
- Using Bulk Update
- About Fundraising/Analysis Reports
- What is the Metrics Report?
- How to Create a Scheduled Report
- About Tools in ISP
- About AI@ISP
- Can AI Remind Me About Report Filings?
- Setting the AI Alert for Over the Limit Contributions
- How to Use the Bcc Email Feature to Add Communications
- Calendar Feeds
- About Call Time Settings
- Managing Check Requests
- How Do I Combine Duplicates?
- How to Create Drip Campaigns & Drip Emails
- How to Link Spouses
- How Do I Use Quick Import?
- About Lists in ISP
- About Budget Categories
- How to Add & Manage Budget Categories
- How Do I Add an Election?
- What Are Financial Accounts and How Do I Add Them?
- How to Set the Flag Icon
- About Other Entities
- About Anonymous Transactions
- What Is a Bookkeeping Transaction and How Do I Add One?
- About Integrations in ISP
- What is Magic Match and How Do I Use It?
- What Are the Credit Card Processing Options at ISP?
- Credit Card Failure Codes
- How to Add the 123 FormBuilder Integration
- How Do I Set Up an ActBlue Integration?
- How Do I Use the ActBlue Quick Import?
- How Do I Set Up the Anedot Integration?
- How Do I Set Up the Dropbox Integration?
- How Do I Create the eFundraising Connections Integration?
- How Do I Set Up a Kindful Integration?
- What Is the Mailchimp Integration and How Do I Add It?
- Dealing with SPAM Filters
- Why Emails May Bounce/Won’t Send Out
- How Do I Set Up a NationBuilder Integration?
- How Do I Set Up and Use the NetFile Integration?
- How Do I Add the Stripe Integration in ISP?
- How Do I Create a Stripe Donation Page?
- How Do I Apply a Budget Category to a Stripe Donation Page?
- What Are Stripe Donation Emails and How Do I Add Them?
- How to Create the Targeted Victory Integration
- How Do I Set Up the WinRed Integration?
- How Do I Use Quick Imports for WinRed Transactions?
- How Do I Create a WinRed Conduit Check?
- WinRed Integration Troubleshooting
- About API
- Adding Online Donations Via API
- API Sample Code: JavaScript
- Budget Category Request API
- Deposit Batches Request API
- About System Options in ISP
- Using Account Management
- What Is Two Factor Authorization and How Do I Set It Up?
- About Users
- How Do I Add New & Existing Users to a Database?
- What Are the Different User Permissions in ISP?
- Hot Keys in ISP
- About Consultant Tools in ISP
- What is Data Flow and How Do I Use it?
- Useful Information in ISP
- Political Campaign Software | Keep Your Data Clean
- Preparing for a Termination Report & How to Close Your ISP Account
- How to Capture Video with Windows 10
