For Nonprofits and Sponsored Organizations
Help topics for executive directors and leaders of sponsorship organizations
By Matt and 1 other2 authors20 articles
Bank Feeds: Automatically Import Bank Transactions
Getting Started
Initial set up for new users
ImpactGraph 101: OverviewIf it's your first time using ImpactGraph, or just want a refresher, start here!
Setting up your accountA step-by-step guide for setting up your sponsored organization account
Add/invite team members to ImpactGraphHow to share ImpactGraph with your whole team
Completing Your KYC Information for Spend Card AccessInput your organizations' information to allow you to create spend cards and cash management accounts
Beginners Guide: Understand your home pageHow to read the home page and what everything means
Beginners Guide: Setting Up Your Custom Donation PageImpactGraph gives you a custom donation page you can share with individual donors, campaigns, or events
Create and manage transaction CategoriesCustomize your account with categories (or custom tags) to track programs, projects, events, departments, and more!
Two Factor AuthenticationWe’ve added two-factor authentication (2FA) to ImpactGraph logins to help protect your organization’s most sensitive financial data. You may see a prompt to set up 2FA the next time you…
Handle Transactions
Information on editing, adding, and managing transactions
Beginners Guide: How to Code a TransactionSee all transaction details, view/attach receipts, split transactions, use custom tags, and more!
Coding Refunds and ReversalsUse the Show All toggle to code refunds back to the original expense account (or reversals back to revenue) when the default filter hides what you need.
Add Receipts to TransactionsFour ways to attach receipts — bulk AI matching, upload on the transaction, email-in, or reply to your Spend Card email — plus how to view, download, and manage them.
Make Payments
Pay vendors and manage expenses
Beginners Guide: Request, Use, and Manage Spend CardsSpend cards make it easy to manage day-to-day purchases while staying within your sponsor’s policies and funding limits
Beginners Guide: Using Bill Pay for vendors & reimbursementsHow to pay vendors, store invoices, and manage approvals with your fiscal sponsor
Beginners Guide: Managing Merchants & Vendor Tax DocumentationHow to manage the people that you send money to
Manage Funding Sources
Add, update, and manage funding sources, restrictions, and budgeting
Beginners Guide: Create a Funding SourceFunding Sources help you track grants, donations, and program buckets so you always know how much funding is available and what compliance tasks are coming up
Beginners Guide: Manage funding sourcesThe Funding Source page is a centralized view of grants and funding sources: the amount pledged, received, or spent. It also brings together data like payment schedules, alerts, budgets, restrictions,…
How to use Funding Source BudgetsTrack your grant and funding source budgets using the funder’s budget categories instead of just your internal chart of accounts