Dani
Articles
Recent activity by Dani
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How to Manage Your Subscription
Where to Find and View Your SubscriptionAdministrator users can view the organization’s subscription details at any time. You’ll go to the Settings gear (⚙) in the top navigation and click “Subscr...
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- -5 votes
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How To Create And Edit A Contact
The contact database in Aplos allows you to keep contact information for your vendors, donors, and supporters. Any payee or donor you enter into Aplos will automatically be saved in your contact d...
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How To Create A List
Why are Lists important? Lists are a helpful way of grouping your contacts together. You can use lists to send email campaigns, generate letters, print mailing labels, or filter reports. In Aplo...
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- 2 votes
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Adding And Managing Users
If there are multiple people in your organization who need to have access to your Aplos account, you can set each one up as their own user. Each user will have their own login (email address), pass...
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- 5 votes
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How to Generate Contribution Statements
One of the most common tasks for organizations is preparing a statement for each donor that shows all of their giving for a particular date range. This is typically called a giving statement or con...
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- 5 votes
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Purposes In Aplos
Purposes are used to track the different types or categories of donations your organization receives. You can set up as many purposes as you need within Aplos. Purposes can also be set up to be li...
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How To Record Contributions and Deposits
We know that tracking and managing donations should be simple and seamless. Whether you’re adding individual contributions or processing a batch deposit, our system is designed to save you time whi...
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- 11 votes
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How to Update Your Subscription Payment Method
If you need to update your payment method for any reason, the process is simple! You will need an Administrator on your account to log in and complete the steps below. From your Subscription page,...
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How To Generate Pledge Statements
Organizations can prepare a pledge statement for each donor that shows all of their open pledges. Organizations normally send statements based on the installment date of the pledge, but this task ...
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How To Manage Online Donations
When donors contribute online, Aplos offers a variety of tools to help you track, manage, and record your donations efficiently. To accept online donations, you'll need to have an active merchant ...
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- 1 follower
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- -2 votes