Welcome to the new and improved Aplos experience! We’ve redesigned our navigation to give you a cleaner workspace and faster access to the tools you use most.
While the core features you rely on haven't changed, their "home" has moved from the top of your screen to a sleek sidebar on the left. Here is everything you need to know to get up to speed. Check out a walkthrough video of the new view here.
Maximize Your Workspace
The new navigation menu is collapsible, giving you more screen real estate for your data.
To keep the menu open: Click the arrow icon at the top left. This will lock the menu in place and auto-adjust your screen.
To hide the menu: Simply click the arrow again. You can hover over the icons to see labels, or click to expand them when needed.
Finding Your Tools (The "More" Section)
To keep things organized, we’ve grouped related features into dropdown menus. If you don’t see a tool that used to be a standalone tab, check the "More" dropdown within that category.
| Category | What’s Inside? |
|---|---|
| Fund Accounting | Includes the new "More" tab for Fixed Assets, Allocations, Gusto Payroll, Period Close, Prepaid Cards, Bank Center (for billpay), and e-file. |
| Donations | Now includes a "Fundraising" dropdown for the Merchant Center, Purposes, Events, Pledges, and the Fundraising Center. |
| People & Groups | Access your contacts, plus the Groups and Teams management area. |
| Marketing | All your communication and email tools in one familiar list. |
Pro-Tip: When you click a category, it automatically opens the first page in that section (e.g., clicking Accounting opens your Account List). Once inside, you can toggle between sub-pages using the top tabs without having to reopen the sidebar!
Speed Up Your Workflow with Bookmarks
This is one of our favorite new features! If there is a specific page you visit every day (like the Merchant Center), you can skip the menus entirely by creating a shortcut.
Navigate to the page you want to save.
Open the sidebar and find the Bookmark section at the top.
Click the "+" icon to save that page.
You can edit or delete these at any time to keep your shortcuts relevant.
Organization & Profile Settings
The tools that used to live under the "Person" icon in the top right have a new home:
Organization Dropdown (Top Right): Click your Organization name to access the Support Center, your personal Profile, MyAplos (for donor accounts), and the Log Out button.
Settings (Bottom Left): All system settings now live at the very bottom of the sidebar.
Email Preferences: To update your Aplos Pay or system email notifications, look for the Preferences option within the Settings menu.
Still have questions?
We are excited for you to experience a more streamlined way to manage your mission! If you can't find a specific tool or need a hand getting oriented, our support team is here to help. Click the Support Center link in your top-right menu to get in touch.