# ImpactGraph Help Center

> Hi! How can we help?

## Getting Started

- [What is ImpactGraph?](https://help.impactgraph.ai/en/articles/10041264-what-is-impactgraph.md): Learn how ImpactGraph helps fiscal sponsors and sponsored organizations work together in one unified experience
- [What is Fiscal Sponsorship?](https://help.impactgraph.ai/en/articles/10042814-what-is-fiscal-sponsorship.md): What types or models of fiscal sponsorship does ImpactGraph support?
- [Add/invite team members to ImpactGraph](https://help.impactgraph.ai/en/articles/10047352-add-invite-team-members-to-impactgraph.md): How to share ImpactGraph with your whole team
- [Understanding your home page](https://help.impactgraph.ai/en/articles/13017678-understanding-your-home-page.md): How to read the home page and what everything means
- [ImpactGraph 101: Overview](https://help.impactgraph.ai/en/articles/13056947-impactgraph-101-overview.md): If it's your first time using ImpactGraph, or just want a refresher, start here!
- [Setting up your account](https://help.impactgraph.ai/en/articles/9977242-setting-up-your-account.md): Set up your ImpactGraph account, profile, and organization settings.
- [Adding Funds to Your ImpactGraph Operating Account](https://help.impactgraph.ai/en/articles/15556972-adding-funds-to-your-impactgraph-operating-account.md): The two ways to move money into your ImpactGraph-hosted Operating Account — an ACH pull you start in ImpactGraph, and an ACH push you start at your bank — and how they differ on speed and cost.

## Managing and Receiving Funds 

- [Track grants in the table view](https://help.impactgraph.ai/en/articles/15403658-track-grants-in-the-table-view.md): The operational, team-facing view of your grant portfolio: who owns each grant, what is due, and what is overspent, side by side and always current from your coded transactions.
- [Create a Funding Source](https://help.impactgraph.ai/en/articles/13016980-create-a-funding-source.md): Funding 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
- [Manage funding sources](https://help.impactgraph.ai/en/articles/13016656-manage-funding-sources.md): The 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, restrictio...
- [Setting Up Your Custom Donation Page](https://help.impactgraph.ai/en/articles/13017826-setting-up-your-custom-donation-page.md): ImpactGraph gives you a custom donation page you can share with individual donors, campaigns, or events
- [How to use Funding Source Budgets](https://help.impactgraph.ai/en/articles/13034062-how-to-use-funding-source-budgets.md): Track your grant and funding source budgets using the funder’s budget categories instead of just your internal chart of accounts

## Managing Transaction Classification

- [How to Code a Transaction](https://help.impactgraph.ai/en/articles/13016534-how-to-code-a-transaction.md): See all transaction details, view/attach receipts, split transactions, use custom tags, and more!
- [What is a ledger account?](https://help.impactgraph.ai/en/articles/10070062-what-is-a-ledger-account.md): What a ledger account is and how to choose the right one when coding a transaction.
- [Add Receipts to Transactions](https://help.impactgraph.ai/en/articles/14713443-add-receipts-to-transactions.md): Four 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.
- [Coding Refunds and Reversals](https://help.impactgraph.ai/en/articles/14831071-coding-refunds-and-reversals.md): Use 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.

## Reporting

- [The major financial reports, and when to use each](https://help.impactgraph.ai/en/articles/15427969-the-major-financial-reports-and-when-to-use-each.md): The four financial reports ImpactGraph builds, the question each one answers, and how to pick the right one. Includes a plain-English explainer of net assets and donor restrictions.
- [Statement of Financial Position \(balance sheet\)](https://help.impactgraph.ai/en/articles/15428021-statement-of-financial-position-balance-sheet.md): Run and read your nonprofit balance sheet: assets, liabilities, and net assets as of one date, with collapse, drilldown, and export.
- [Statement of Cash Flows](https://help.impactgraph.ai/en/articles/15428036-statement-of-cash-flows.md): See the cash that actually moved through your organization over a period, separate from accrual income. Read the operating, investing, and financing sections, and check your liquidity and runway.
- [Budget vs Actuals report](https://help.impactgraph.ai/en/articles/15428209-budget-vs-actuals-report.md): Compare your budget's forecast against actual spending line by line, read the variance, drill into the transactions, and export the report.
- [How your account types shape your reports](https://help.impactgraph.ai/en/articles/15428544-how-your-account-types-shape-your-reports.md): How each ledger account's type decides which report and section it appears on, including the current vs non-current split and the Equity-to-Net-Assets mapping.
- [Cash basis vs accrual basis in your reports](https://help.impactgraph.ai/en/articles/15428552-cash-basis-vs-accrual-basis-in-your-reports.md): What cash basis and accrual basis mean, when to use each, and how ImpactGraph applies them to your reports.
- [How to run a report](https://help.impactgraph.ai/en/articles/10070015-how-to-run-a-report.md): The Reports tab gives you a real-time view of your organization’s income and expenses, based on the transactions you’ve coded in the system
- [Dynamic Profit & Loss Reporting](https://help.impactgraph.ai/en/articles/12888333-dynamic-profit-loss-reporting.md): Group your Profit & Loss by month, quarter, or year, pivot by funding source or program, drill into any cell, and export to Excel.

## Accounting

- [Ledger account types](https://help.impactgraph.ai/en/articles/15372504-ledger-account-types.md): Every ledger account type, grouped, and which financial statement each one drives.
- [Create and manage transaction Dimensions](https://help.impactgraph.ai/en/articles/12888643-create-and-manage-transaction-dimensions.md): Customize your account with dimensions \(or custom tags\) to track programs, projects, events, departments, and more!
- [Using Dimensions](https://help.impactgraph.ai/en/articles/12888649-using-dimensions.md): For admins: create dimension templates \(like Program, Grant, or Restriction\) that your organizations can use to track programs, grants, and restrictions.
- [Using your Chart of Accounts](https://help.impactgraph.ai/en/articles/15372498-using-your-chart-of-accounts.md): View, add, edit, and archive the ledger accounts in your chart of accounts.
- [Organization-specific accounts](https://help.impactgraph.ai/en/articles/15372506-organization-specific-accounts.md): How ledger accounts scoped to a single organization work, and who can see them.
- [Designing a good chart of accounts](https://help.impactgraph.ai/en/articles/15372501-designing-a-good-chart-of-accounts.md): How to structure your chart of accounts, and what to track with Dimensions and Funding Sources instead.

## Integrations

- [Bank Feeds: Automatically Import Bank Transactions](https://help.impactgraph.ai/en/articles/13823326-bank-feeds-automatically-import-bank-transactions.md): Connect your bank accounts through Plaid to automatically import transactions, map them to ledger accounts, and manage or reconnect your feeds.
- [Mapping and syncing your chart of accounts](https://help.impactgraph.ai/en/articles/15372508-mapping-and-syncing-your-chart-of-accounts.md): How a synced chart of accounts behaves: mapping, read-only structure, and what stays editable.
- [Accounting Sync](https://help.impactgraph.ai/en/articles/14013139-accounting-sync.md): Connect QuickBooks Online or NetSuite through Rutter to keep your chart of accounts, organizations, funding sources, and transactions in sync — with field mapping, sync timing, and troubleshooting.

## Account security

- [Two Factor Authentication](https://help.impactgraph.ai/en/articles/12986732-two-factor-authentication.md): We’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 log in.
- [How do I dispute a transaction?](https://help.impactgraph.ai/en/articles/9977196-how-do-i-dispute-a-transaction.md): Get resolution if there's a dispute, error, or wrong transaction on my account
- [What happens if I have an error with a transaction?](https://help.impactgraph.ai/en/articles/9977178-what-happens-if-i-have-an-error-with-a-transaction.md): Why a card transaction may decline, reverse, or refund, what each status means, the steps to take, and when to contact support.
- [Unsupported Activity: International Transactions](https://help.impactgraph.ai/en/articles/9977294-unsupported-activity-international-transactions.md): Can I raise money or spend money with people outside the US?
- [Unsupported Activity: Collect Credit Card Information from Your Donors](https://help.impactgraph.ai/en/articles/9977304-unsupported-activity-collect-credit-card-information-from-your-donors.md): Can I collect my donor's payment information and enter it myself?

## Paying bills & cards

- [Send a bill by email](https://help.impactgraph.ai/en/articles/15403657-send-a-bill-by-email.md): Get a bill into ImpactGraph by email. Team members forward an invoice to your AP inbox and it becomes a draft to review and approve. Includes admin inbox setup.
- [Let a vendor email invoices directly](https://help.impactgraph.ai/en/articles/15403915-let-a-vendor-email-invoices-directly.md): An admin option to let a specific trusted vendor email invoices straight into your AP inbox. When to use it, how sender trust works, and how to turn it on per vendor.
- [How spending is controlled](https://help.impactgraph.ai/en/articles/15547312-how-spending-is-controlled.md): How Bill Pay approvals, spend card limits, and debit-backed balances keep spending controlled and within the funds your account holds.
- [Set spending limits on a spend card](https://help.impactgraph.ai/en/articles/15547314-set-spending-limits-on-a-spend-card.md): How to set a card's spending limit and interval, block merchant categories, restrict to US merchants, and change limits on an existing card.
- [Managing merchants & vendor tax documentation](https://help.impactgraph.ai/en/articles/13017759-managing-merchants-vendor-tax-documentation.md): How to manage the people that you send money to
- [Request, use, and manage spend cards](https://help.impactgraph.ai/en/articles/10070006-request-use-and-manage-spend-cards.md): Request, activate, use, and manage ImpactGraph spend cards, staying within your organization's policies and funding limits.
- [Using Bill Pay for vendors & reimbursements](https://help.impactgraph.ai/en/articles/10047319-using-bill-pay-for-vendors-reimbursements.md): Pay vendors and reimbursements, collect banking and tax info, code expenses up front, and manage approvals.
- [Initiate a Bill Pay](https://help.impactgraph.ai/en/articles/10047371-initiate-a-bill-pay.md): How to pay vendors, store invoices, and manage approvals
- [Completing Your KYC Information for Spend Card Access](https://help.impactgraph.ai/en/articles/10069878-completing-your-kyc-information-for-spend-card-access.md): Input your organizations' information to allow you to create spend cards and cash management accounts
- [Issue a Spend Card](https://help.impactgraph.ai/en/articles/10046490-issue-a-spend-card.md): Spend Cards help your organizations manage their expenses