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- About Accounting in ISP
- What Is JFC Management?
- What Are Allocations & How Do I Use Them?
- What Is an Allocation Transfer?
- What Is the Register?
- What Are Key Statistics?
- What Are MIA Donation Totals?
- About Transactions
- What Is an Accrued Expense?
- How Do I Create and Report Accrued Expenses Without the Invoice?
- How Do I Add New Transactions?
- What Are the Available Transaction Types in ISP?
- What Are Memos & Splits and How Do I Add Them?
- What Are Expense Transaction Tags and How Do I Use Them?
- How Do I Add a Support/Oppose Memo?
- How Do I Record Inkind Made Transactions?
- How Do I Add a Contribution to Other Committees?
- What Are Transaction Limits?
- About Aggregates
- What Do the Different Colors Mean When Adding Transactions?
- Entering Unusual Transactions
- How Do I Enter Returned Checks Due to Insufficient Funds?
- What Are Reversals and Refunds & How Do I Add Them?
- How Do I Create a Reversed Split Transaction?
- How Do I Create an Independent Expenditure?
- How Do I Add a Reattribution OR Redesignation?
- How Do I Void A Recorded Check?
- 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 Enter Conduit and Earmarked Transactions?
- What Are Levin Funds and How Do I Add Them?
- How Do I Enter a Non-Travel Advance of Personal Funds?
- How Do I Record Loans?
- How Do I Record Petty Cash Transactions?
- What Are Monetary Contribution Transaction Tags?
- What Are Internal Transfers?
- How Do I 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?
- How Do I Generate Reports of Pledges & Targets?
- How Do I Enter Credit Card Purchases?
- What Are Budgets and How Do I Add One?
- What Are Intra-Account Transfers?
- About Check Printing
- How Do I Print Checks?
- How Do I Batch Print Checks?
- 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?
- How Do I Add Refunds to Integrations Deposits?
- What Are Recurring Transactions and How Do I Add One?
- About Thank Donors
- How Do I Thank Donors & View Previously Thanked Donors?
- How Do I Create Thank You Letters Using Microsoft Word?
- Professional Political Firm Directory
- How Do I Get Started in ISP?
- What Are the Key Statistics on the Dashboard?
- What Are the Dashboard Charts and Graphs?
- How Do I Set Up My Compliance Reporting?
- Which Browser Should I Use?
- How Do I Use Quick Search?
- What Are Pending Imports and How Do I Process Them?
- What Is the Multi-Account Dashboard?
- What Is the Initial Account Set Up & Agreement?
- What Are the Tabs on the Dashboard?
- How Do I Get Data in My New Database?
- What Is the Dashboard Customization?
- What Do the Different Button Colors Mean?
- How Can I Use ISP in My Favor?
- What Are ISP Best Practices?
- What Are Accounting Practices to Keep In Mind?
- How Can I Best Manage Duplicates in My Database?
- Compliance Errors and Descriptions in ISP
- What Are Volunteer Sign Up Form Options in ISP?
- About Add/Search
- About Individual Records
- How Do I Use the Individual Search?
- What Is Householding and How Do I Create a Householded List?
- How Do I Use Relationships to Add New Individuals & Copy Contact Info?
- What Is Time Tracking?
- About Entities in ISP
- How Do I Track Pledges?
- How to Find the Entity ID Number for a Record
- How Do I Combine Duplicates in Search Results?
- How Do I Create New Relationships?
- What Are Pledges & Targets and How Do I Add Them to Records?
- How Do I Generate Call Sheets?
- How Do I Add International Addresses to ISP?
- About Organization Records
- How Do I Use the Organization Search?
- What Is Advanced Search and How Do I Use It?
- How Do I Create and Manage Custom Exports?
- 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?
- What Are Advanced Search Recipes?
- How Do I Locate Donors Over the Limit?
- How Do I Find Transactions Added on a Specific Date?
- How Do I Locate First Time Donors Using Advanced Search?
- How Do I Exclude Results Based on Flags Using Advanced Search?
- How Do I Isolate Out-Of-State Income Using Advanced Search?
- How Do I Find All PACs That Gave in the Primary and General Cycle?
- How Do I Find Donors Who Gave to the Primary but Not the General?
- How Do I Find Non-donors?
- How Do I Find Communications Made By Date and/or Type?
- How Do I Locate Foreign Addresses Using Advanced Search?
- How Do I Set Flags Using Advanced Search & AI?
- How Do I Copy Data Between My Accounts?
- What Is the Difference Between Actor and User Fields in Advanced Search?
- How Do I Locate Uncontacted Individuals Using Advanced Search?
- About Reports in ISP
- About Compliance Reports
- North Carolina Campaign, Party, & PAC Filing FAQ and Resources
- About the NC Form 2210 Report
- NC Form 1000 Line by Line
- When Are the North Carolina Filing Deadlines?
- About the NC Form 2220 Report
- About the NC Form 4100 Report
- What Are Compliance Reports?
- Beta Compliance Reports
- About Generating and Filing Compliance Reports
- Why Don’t I See the Correct Compliance Reports?
- Why Is My Compliance Report Cash on Hand Different From My Register Cash on Hand?
- What Records are Needed for Compliance Reporting?
- How Do I Add or Set a Filer?
- How Do I Add Multiple Filers or Change the Existing Filer?
- How Do I Find Out My State’s Filing Dates?
- What Are the Sort Order Options for Compliance Reports?
- I Didn’t File My Report, What Should I Do Now?
- How Do I Prepare My Termination Report?
- What Is the Password Safe?
- IRS Filing FAQ and Resources
- Do I Need to File the IRS Form 8871/8872?
- What Is the IRS Form 8872 & How Do I Prepare and File It?
- Do I Need an Ein and How Do I Apply for One?
- When Are the IRS Filing Deadlines?
- FEC Campaign, Party, & PAC Filing FAQ and Resources
- About the FEC Form 5 Report
- About the FEC Form 1 Report
- What Are Estimated Expenses for Form 5 and 24/48 Hour IE Reports?
- About the FEC Form 24-IE Report
- How Do I Pull a Transaction to a Specific Line on the FEC Form 3X?
- How Do I Enter in Inkind Contributions for Independent Expenditures?
- How Do Allocations Appear on the FEC Form 3X Report?
- How Do I Get the Multi-Candidate Box Checked?
- Prohibited Inkind Contributions for Allocable Activities
- What Is the 0% Federal Allocation Used For?
- About the FEC Form 6 Report
- Best Practices for Filing FEC Amendments
- What Are Carey Committees and Carey Accounts?
- How Do I Report Transactions From the Candidate?
- How Do I Report Auction Items and Proceeds From Sales on FEC Reports?
- About Report Post-generation
- Why Are My Inkinds Itemizing on Schedule B?
- What Are FEC System Errors and How Do I Fix Them?
- Wrong FEC Password Error Troubleshooting
- How Do I 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?
- About FEC Backdoor Passwords
- My FEC Report Failed While Processing. Now What?
- Different Options for FEC Form 3X Filing
- About the FEC Form 3 Report
- About Post-election or Year-End With Column C Reports
- How Do I Pull a Transaction to a Specific Line on the FEC Form 3?
- How Do I Report a Transfer Received From a Joint Fundraising Committee (JFC)?
- How Do I Report a Transfer From a Joint Fundraising Committee (JFC) To Joint Fundraising Participants?
- Form 3 Errors and Warnings
- How Do I Add a Form 3Z to the FEC Form 3 Report?
- What Are Nominee Fund Transfers?
- What Federal Committee Types Are Available in ISP?
- What Is the Threshold to Register a FEC Committee?
- How Do I Generate and E-file With the FEC?
- Locked Transactions and Closed Periods
- When Are the FEC Filing Deadlines?
- How Do I Add Candidate and Committee Records Directly From the FEC?
- Why Isn’t Candidate Information Pulling Properly to the FEC Form 3X?
- What Is the Difference Between FEC Candidate IDs and Committee IDs?
- About FEC Conduit (Earmark) Memos
- About Super PACs
- How Do I Report FEC Late Partnership Information?
- What Are the Sort Order Options for the FEC Reports?
- How Do I Report Advances for Travel?
- How Do Federal and Non-federal IE’s Pull to Reports?
- Why Is My IE Appearing on Line 21(B)? About Paying First and Disseminating Later
- Why Are Dashboard Key Stats Different Than Line 11 Totals on FEC Reports?
- How Should Debt that is Forgiven Appear on the FEC Form 3/3X/3P?
- Why Isn’t the Split of My Accrued Expense Payment Showing on My FEC Report?
- How Do I Prepare and Generate the FEC Form 1?
- What Do I Need to File an Amended Form 1?
- FEC Form 1M (Notice of Multi-Candidate Status)
- What Is the Form 2 and When Do I File It?
- Why Can’t I See the FEC Form 3?
- About the FEC Form 3P Report
- Why Can’t I See the FEC Form 3P?
- About the FEC Form 3 (PAC) Report
- FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?
- About the FEC Form 48-IE Report
- About the FEC Form 99 Report
- 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 Report
- About the AL CEO Major Report
- Alaska Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Alaska Filing Deadlines?
- Arizona Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Arizona Filing Deadlines
- About the AZ Periodic Report / PAC Bulk Import
- About the AZ IE Trigger Report
- Arkansas Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Arkansas Filing Deadlines?
- California Campaign, Party, & PAC Filing FAQ and Resources
- How Do I File as a Local CA Filer When the E-file Report to Local Button Is Available (NetFile)?
- About the CA Form 497 Report
- How Do I Generate a CA Form 497?
- How Do I Report Contributions Received via Intermediary (Conduit, Earmark) On the CA Form 497?
- How Do I Efile With California?
- About the CA Form 410
- Where Do I File as a Local CA Filer if the Efile Report to Local Button Is Not Available (ECampaign & Efs)?
- How Do I File a CA Form 496?
- About the CA Form 498
- How Do I Report Accrued Expenses Splits with Support/Oppose Memo?
- Where Do I Get the Original CA Filing ID Number?
- What Are CA Local Signers and Pins (NetFile)?
- Can I File a Report if I Don’t Have a FPPC ID Yet?
- What Is eSignature and How Do I Use It?
- My Local Filing With NetFile Just Failed. Now What?
- How Do I File a CA Amendment?
- About CA Conduit (Earmark) Transactions
- What Is the CA 460 Report & How Do I Prepare and File It?
- CA 460 Line by Line
- How to Transfer Between Committees
- Checkboxes for Sch D on CA 460
- Reporting Splits on CA 460
- 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 ISP?
- When Are the California Filing Deadlines?
- How Do I Add Candidate and Committee Records Directly From the CA SOS?
- Best Practices for CA Warnings & Errors
- What Does This CA Efile System Return Message Mean?
- Reporting Rules for Joint FEC/CA Filings
- What Are Primarily Formed PACs in CA?
- What Are Aggregates by Relationships on CA Report?
- What Are CA LLC/LLP Reporting Requirements?
- How Do I Report Contributions Made to Committees Without ID Numbers?
- About the CA Form 400
- About the CA Form 401
- What Is the “Itemize Cross-Period Conduit Contributions Based on Split Date” Checkbox?
- About the CA Form 461
- About the CA Form 461-Non-committee Report
- About the CA Form 461-Reverse Report
- How to Set a Major Donor Filer
- About the CA Form 462 Report
- About the CA Form 497 — Reverse
- About the CA Form 501 Report
- Issues With California’s PDF Converting Program
- How Do I File as a Local CA Filer via Netfile’s Third Party Upload?
- Colorado Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Denver Filing Deadlines?
- Denver CFR Line-By-Line
- When Are the Colorado Filing Deadlines?
- About the CO RCE Report
- About the Denver CFR
- About the CO RCE Major
- About the CO RCE Party Report
- Connecticut Campaign, Party, & PAC Filing FAQ and Resources
- SEEC Form 30 (CT) Line by Line
- SEEC Form 20 (CT) Line by Line
- When Are the Connecticut Filing Deadlines?
- About the CT Form 30 Report
- About the CT Form 40 Report
- How Do I E-file in Connecticut?
- Delaware Campaign, Party, & PAC Filing FAQ and Resources
- About the DE Campaign Finance Section Financial Report – Line by Line
- When Are the Delaware Filing Deadlines?
- Florida Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Florida Filing Deadlines?
- About the FL DS-DE Report
- About the FL Testimonial Report
- How Do I Meet Florida’s 106.0701 Reporting Requirements in ISP?
- Georgia Campaign, Party, & PAC Filing FAQ and Resources
- How Do I Efile With Georgia?
- When Are the Georgia Filing Deadlines?
- About the GA Two Business Day Report
- About the GA CCDR Report
- About the GA CCDR (Easy Vote) Report
- Hawaii Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Hawaii Filing Deadlines?
- Idaho Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Idaho Filing Deadlines?
- Illinois Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Illinois Filing Deadlines
- About the IL Schedule A-1
- About the IL Schedule B-1
- About the IL Form D-2
- Indiana Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Indiana Filing Deadlines?
- About the Indiana CFA-4
- About the IN CFA5
- About the IN CFA11
- How do I Report Indiana Transfers-In?
- Iowa Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Iowa Filing Deadlines?
- About the IA Form DR2 Report
- Kansas Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Kansas Filing Deadlines?
- About the KS PAC Report
- About the KS Last Minute Report
- Kentucky Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Kentucky Filing Deadlines?
- Louisiana Campaign, Party, & PAC Filing FAQ and Resources
- About the LA Form 202 Report
- When Are the Louisiana Deadlines?
- About the LA Form 203 Report
- Maine Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Maine Filing Deadlines?
- How Do I E-file IN Maine?
- About the ME CFR – PAC Report
- About the ME 24Hour – PAC
- Maryland Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Maryland Filing Deadlines?
- Massachusetts Campaign, Party, & PAC Filing FAQ and Resources
- About the MA Municipal Periodic Report
- About the MA Non Depository Periodic Report
- About the MA Depository Periodic Report
- When Are the Massachusetts Filing Deadlines?
- About the MA Deposit Report
- About the MA Depository Credit Card Report
- About the MA Depository Reimbursement Report
- About the MA Depository Subvendor Report
- About the MA Non Depository LCR Report
- Michigan Campaign, Party, & PAC Filing FAQ and Resources
- How Do I File My Michigan Report?
- When Are The Michigan Filing Deadlines?
- About the MI PAC Report
- About the MI PAC LCR 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
- About the MN 24 Hour CAND Report
- About the MN – PCF Report
- About the MN 24 Hour PCF Report
- Mississippi Campaign, Party, & PAC Filing FAQ and Resources
- About the MS 48 Hour Report of Reportable Contributions
- When Are the Mississippi Deadlines?
- About the MS Report of Receipts and Disbursements
- Missouri Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Missouri Filing Deadlines?
- About the Missouri AI PAC Trigger Report
- About the MO Committee Disclosure Report
- About the MO LCR Report
- Montana Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Montana Filing Deadlines?
- About the MT Committee Report
- About the MT Form C7 Report
- About the MT Form C7E Report
- Nebraska Campaign, Party, & PAC Filing FAQ and Resources
- Nevada Campaign, Party, & PAC Filing FAQ and Resources
- About the NV Candidate Contributions and Expenditures- Legal Defense Fund Report
- How Do I Setup a Nevada Legal Defense Fund in ISP?
- About the NV Candidate Contributions and Expenditures Report
- When Are the Nevada Filing Deadlines?
- What’s the Difference Between E-file and Paper Only Reports for Nevada?
- About the NV Committee Contributions and Expenditures Report
- New Hampshire Campaign, Party, & PAC Filing FAQ and Resources
- NH LCR (Candidate Version) Line-By-Line
- NH R and E (Candidate Version) Line by Line
- About the NH – LCR Report
- When Are the New Hampshire Filing Deadlines?
- About the NH – R and E
- About the NH – IE Report
- New Jersey Campaign, Party & PAC Filing FAQ and Resources
- NJ Form R-1 Line by Line
- When Are the New Jersey Filing Deadlines?
- About the NJ Form R1 48HR Report
- New Mexico Campaign, Party, & PAC Filing FAQ and Resources
- When Are the New Mexico Filing Deadlines?
- About the NM Campaign Finance Report
- About the NM Supplemental Report
- New York Campaign, Party, & PAC Filing FAQ and Resources
- When Are the New York Filing Deadlines?
- New York January Periodic Settings
- NY Common Import Errors
- What Are the Transaction Method Rules for NY Reports?
- About the NY CF-01 Report
- Tips and Best Practices for the New York CF-01 Report
- About the NY Cf-07 (Authorized User Designation and Removal Form)
- About the NY Weekly/24-Hour Report
- How Do I File an Amended NY Report?
- North Dakota Campaign, Party, & PAC Filing FAQ and Resources
- ND Form Sfn 53970 Line by Line
- When Are the North Dakota Filing Deadlines?
- Ohio Campaign, Party, & PAC Filing FAQ and Resources
- About the OH Standard Report
- When Are the Ohio Filing Deadlines?
- About the OH Form 30C Report
- Oklahoma Campaign, Party, & PAC Filing FAQ and Resources
- Oregon Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Oregon Filing Deadlines?
- How Do I Add Reimbursements to Personal Expenses for Oregon Compliance Reports?
- How Do I Pull “Employer/Occupation letter sent date” for Reporting?
- How Do I E-file With ORESTAR?
- Pennsylvania Campaign, Party, & PAC Filing FAQ and Resources
- About the PA DSEB-502 Version: Federal PAC Filing State Report
- When Are the Pennsylvania Filing Deadlines?
- What Is the Pennsylvania Apply to File Process?
- About the PA Late Contribution Report (24 Hour Report)
- About the PA DSEB-502 Report
- 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
- When Are the Texas Filing Deadlines?
- How Do I Populate the Cover Page on My TX Report?
- How Do I Pull Candidate Info to Section 9 on Schedule F1?
- How Do I Enter Non-itemized Transactions for My TX Reports?
- About the TX COH Report
- About the TX COH-SS Report
- About the TX GPAC Report
- About the TX MPAC Report
- About the TX SPAC Report
- About the TX DAILY-C COH Report
- About the TX DAILY-C PAC Report
- About the TX DAILY-E PAC Report
- Utah Campaign, Party, & PAC Filing FAQ and Resources
- Vermont Campaign, Party, & PAC Filing FAQ and Resources
- About the VT Disclosure Report
- About the VT Mass Media Report
- Virginia Campaign, Party, & PAC Filing FAQ and Resources
- About the VA Large Contribution Report
- About the VA Compliance Report
- About the VA Large Expenditure Report
- When Are the Virginia Filing Deadlines?
- About the VA Non-Candidate Compliance Report
- Washington Campaign, Party, & PAC Filing FAQ and Resources
- How Do I Set up Seattle Efiling?
- When Are the Washington Filing Deadlines?
- Tokens, Passwords, and Filing Washington State (PDC) Reports
- How Do I Add Candidate and Committee Records Directly From the WA PDC?
- How Do I Create a Compliant WA Surplus Account?
- What Is the WA Auction Report?
- About the WA C3 Report
- WA Form C3 and Voucher Contributions
- About Seattle Low-Cost Fundraisers
- About the WA Form C3 – Non-Candidate Report
- About the WA C4 Report
- WA C4 (PDC) Line by Line
- How Does the 21 Day Limit on Debts Before They Become Loans Impact Reporting?
- How Are Refunded Contributions Reported on the C4 Report?
- How Are Refunded Contributions Reported on WA C4 PDC vs Seattle?
- How Do I Add and Report Negatives in Deposit Batches?
- How Do I Add and Report Accrued Expense Payments on the C4?
- Why Are My Accrued Expenses Itemizing Incorrectly on the WA C4?
- About the WA Form C4 – Ballot Measure Report
- About the WA Form C4 – Non-Candidate
- New Washington Filing System
- My PDC C3 Amendment Filed as a New Report – How Do I Fix That?
- What Is the WA PDC Last Minute Contributions Report?
- West Virginia Campaign, Party, & PAC Filing FAQ and Resources
- About the WV F7 Report
- When Are the West Virginia Filing Deadlines?
- About the WV F7B
- Wisconsin Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Wisconsin Filing Deadlines?
- How Do I File My Wisconsin Report?
- About the WI RandE Report
- Wyoming Campaign, Party, & PAC Filing FAQ and Resources
- When Are the Wyoming Filing Deadlines?
- About the WY PAC Contributions and Expenditures Report
- About Compliance Tools
- Compliance Report Post-Generation
- How Do I Generate a PDF Version of My Compliance Report?
- Using the Mark as Filed Feature
- Policy on Legal Advice
- About Financial Reports
- What Is the Financial Transaction Report?
- How Do I Find Transactions Linked to a Specific Event?
- Financial Report Recipe: Donors by Quarter Using Conduit Date
- Financial Report Recipe: Exclude Refunds
- What Are the Financial Reports in ISP?
- How Do I Use the Columns to Gather Contact Info for the Financial Report Export?
- How and When Do I Use Bulk Update?
- How Can I Force-Itemize Transactions Below the Itemization Threshold?
- About Fundraising/Analysis Reports
- What Is the User Activity Report?
- What Are the Pledge or Target Metrics Reports?
- How Do I Create a Scheduled Report?
- What Are the to and From Date Options for Scheduled Reports?
- About Tools in ISP
- What Is ai@ISP?
- Which Report Filings Does AI Check?
- How Do I Set the AI Alert for Over the Limit Contributions?
- What Is Form Builder & How Do I Use It?
- What Are Reminders?
- What Are Reminder Types?
- What Are Calendar Feeds?
- What Is Call Time and How Do I Use It?
- What Are Call Time Settings?
- How Do I Use BCC Emails to Add Communications?
- What Is the Calendar and Recurring Calendar Entries?
- What Are Call Sheets?
- What Are Check Requests?
- How Do I Combine Duplicates?
- How Do I Create Drip Campaigns & Drip Emails?
- What Are the Add Drip Email Options?
- How Do I Set up Automated Drip Campaigns?
- What Are Events & How Do I Use Them?
- What Is Event Management?
- What Are External Data Sources?
- How Do I Link Spouses?
- What Is the Marketing Link Builder Tool?
- What Is the Soft Credits Tool?
- What Is External ID Tracking?
- What Is the Compliance Report Excel Export?
- What Are Third Party Donations?
- How Do I Set Up & Print Envelopes?
- What Are Quick Emails?
- How Do I Use Quick Import?
- What Are the Available Quick Import Formats in ISP?
- Helping AI Help You With Quick Import
- What Is Rocket Management?
- What Are Tickets & Ticket Areas and How Do I Add Them?
- What Are Webhooks and How Do I Use Them?
- About Lists in ISP
- What Are Budget Categories?
- What Is Multi-Dimensional Budgeting & How Do I Use It?
- What Are Communication Types?
- How Do I Add an Election?
- What Are Financial Accounts and How Do I Add Them?
- How Do I Use Financial Accounts for Virtual Accounting?
- What Are Flags and How Do I Use Them?
- How Do I Set the Flag Icon?
- How Do I Add & Use Genders?
- What Are Memberships and Membership Types?
- About Other Entities
- What Is an Anonymous Transaction and How Do I Add One?
- How Do I Add a Ballot Measure?
- What Is a Bookkeeping Transaction and How Do I Add One?
- What Are Units?
- What Are Time Tracking Categories?
- About Integrations in ISP
- How Do I Set Up and Use the NetFile Integration?
- How Do I Set up a NationBuilder Integration?
- How Do I Add the Targeted Victory Integration?
- How Do I Create the eFundraising Connections Integration?
- How Do I Set up the Anedot Integration?
- How Do I Set up the Dropbox Integration?
- How Do I Set up an ActBlue Integration?
- What Are the ActBlue Settings?
- How Do I Use the ActBlue Quick Import?
- What Is Magic Match and How Do I Use It?
- What Are the Credit Card Processing Options at ISP?
- Credit Card Failure Codes
- How Do I Set up the Constant Contact Integration?
- What Is the Xodo Sign Integration and How Do I Use It?
- 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
- Why Are My Broadcast Emails Taking So Long to Be Delivered?
- Ninja Forms Integration Setup
- How Do I Set up the Numero Integration?
- How Do I Set Up The Raise The Money Integration?
- How Do I Set up the WinRed Integration?
- How Do I Create a WinRed Conduit Check?
- How Do I Use Quick Imports for WinRed Transactions?
- WinRed Integration Troubleshooting
- How Do I Export Data Out of WinRed for Quick Imports in ISP?
- About ISP’s API
- What Fields Are Available for API Submissions?
- API Sample Code: Jquery
- How Do I Set Up Authentication with ISP’s API?
- How Do I Add Political Committees via ISP’s API?
- How Do I Add Online Donations via ISP’s API?
- How Do I Add Fees and Other Expenses via Isp’s API?
- How Do I Add Deposit Batches via ISP’s API?
- How Do I Add Volunteers With Flags Via ISP’s API?
- Budget Category Request API
- Deposit Batches Request API
- About System Options in ISP
- How Do I Use the Account Management Page?
- How Do I Change My Password?
- What Is Two Factor Authorization and How Do I Set It Up?
- What Is Authy and How Do I Use It?
- About Users
- How Do I Add New & Existing Users to a Database?
- What Are the Different User Permissions in ISP?
- What Are Hotkeys?
- About Consultant Tools in ISP
- What Is ai@ISP in Consultant Tools?
- What Is Data Flow and How Do I Use It?
- What Is the File Compliance Reports Page in Consultant Tools?
- What Is the Filing Deadlines Calendar in Consultant Tools?
- What Are Key Stats in Consultant Tools?
- What Is Cross-Account Check Printing in Consulting Tools?
- What Is the My Firm Page in Consultant Tools?
- What Is the Firm Details Page in Consultant Tools?
- Useful Information in ISP
- General Tools and Tips
- How Do I Pull a Final Export on My Own?
- How Do I Capture Video With Windows 10?