
Mo
Activity overview
Latest activity by Mo
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How To Integrate Raisely with Aplos
Integrating Aplos and Raisely can streamline your organization's operations by combining powerful donor management tools with effective online fundraising capabilities. This integration allows you ...
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How To Pay A Bill In Accounts Payable
How To Pay Bills Once bills have been entered, or they have been approved to be paid through Bill Pay, they will be posted on the Bills to Pay screen. From there, you’ll see any outstanding bills w...
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How To Edit A Bill In Accounts Payable
Payable History To view a list of Accounts Payable history, you can click the All Bills tab. This will display a list of your organization’s current and past bills. From there, you can view bills...
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Common Questions About Your PEX Account
Can I manage PEX card balances in Aplos? No, the prepaid card balances shown in Aplos are viewable on a read-only screen and will reflect the balances in PEX at the time of the last sync. You may...
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How To Sync PEX Prepaid Cards With Aplos
Aplos partners with PEX to provide Aplos customers based in the United States with Visa prepaid cards that empower staff and volunteers to make authorized purchases, while maintaining tight spendi...
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- -1 votes
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Custom Report Manager
The Custom Report Manager (CRM) user permission is a powerful feature in Aplos. These user types can be enabled for any Aplos customer, and you can enable them on the Users page in Aplos. It is imp...
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How To Set Your Starting Balances
After you have set up your chart of accounts in Aplos, the next step would be to input your starting balances. When beginning your journey in the Aplos system, we highly recommend entering your ban...
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- 2 votes
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How to import Journal Entries in Aplos
The Journal Entry Import tool is helpful for any accounting manager user who needs to import data. This is most commonly needed when using an external software, such as a payroll provider, Bill....
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Gusto: How To Setup Housing Allowances
Clergy and ministers can receive financial support through a housing allowance, which allows them to designate a portion of their compensation specifically for housing expenses, such as rent or mor...
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How To Utilize 990 Tags in Aplos
990 Tags allow you to select the applicable 990 category for each transaction you enter in Aplos. Using these tags will allow you to easily generate a 990 Income Statement to assist you in filing y...
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- -1 votes