Dani
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Recent activity by Dani
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How To Add And Manage Locations in Aplos
Locations in Aplos can be used in your Check-In, Event Registrations, and Groups & Teams. Your locations can be viewed and managed from the Locations Management screen, which you'll find in the act...
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Households Overview
With Aplos, you have the ability to link contacts to assign them to a household. Once assigned, you can generate a contribution statement for your household, view all transactions or donations for...
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How To Create Online Donation Forms
Overview You can create customized donation pages in Aplos to provide your donors with an easy and convenient option to support your organization with an online gift. Donors will be able to easil...
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How To Import Donations
If you need to catch up on recording donations or wish to import donations from another giving platform, you can easily upload a batch using an Excel template. Importing donations into the Donation...
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AplosPay Withdrawals
AplosPay Withdrawal Overview Aplos automatically integrates the online donations you receive from your online forms in your merchant register. This builds the balance of your merchant account, ...
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Online Donation Statuses
When a donor creates a donation online it goes through a couple of stages before it gets deposited into your account. On your Online Donations page, you will see a status next to each donation depe...
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Merging Contacts
If you notice that you have multiple contacts for the same individual you can merge contacts within Aplos to consolidate the information into one contact. There are two ways to merge contacts, one...
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How To Create Recurring Transactions
Recurring transactions can be scheduled to automatically post regularly occurring transactions to your Check Register or Accounts Payable/Receivable based on a specified date. This guide will walk ...
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How To Delete a Contact
Users can delete a contact from their database and any stored information associated with the contact unless a contact has any transactional activity including donations. Once a contact is deleted...
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1099s in Aplos Overview
This guide will help you use Aplos to prepare Form 1099s for vendors at the end of the year and accurately file this IRS-required document. Aplos offers: Quick setup for the vendors and account ca...
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