User

Mo

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Activity overview

Latest activity by Mo

  • Mo created an article,

    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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  • Mo created an article,

    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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    • Updated
    • 1 follower
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    • -1 votes
  • Mo created an article,

    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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    • Updated
    • 1 follower
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    • -2 votes
  • Mo created an article,

    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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  • Mo created an article,

    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...

    • Mo
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes
  • Mo created an article,

    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...

    • Mo
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes
  • Mo created an article,

    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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    • Updated
    • 1 follower
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    • 2 votes
  • Mo created an article,

    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....

    • Mo
    • Updated
    • 1 follower
    • 0 comments
    • -2 votes
  • Mo created an article,

    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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    • 1 follower
    • 0 comments
    • 0 votes
  • Mo created an article,

    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...

    • Mo
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes