Popal
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Contact Configuration: How To Use Custom Fields
The contact configuration tool in Aplos allows you to manage and customize contact-related data you are looking to collect. To Navigate to Contact configuration select the People tab -> Contact Co...
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Budgets That Span Multiple Fiscal Years
In Aplos, you can create a budget for your fiscal year, which defaults to 12 months. In some scenarios, you may need to enter your budget for more than just a 12 month period. In this resource, we ...
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Online Donations Overview
Why Offer Digital Giving? Online giving is a convenient and secure way for people to donate to your organization. Many donors prefer digital giving because: They don’t need to remember to c...
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Account Segments
What are Account Segments? With Aplos Advanced Accounting, you can use Account Segments to run reports for specific accounts. These segments allow you to filter reports by the accounts you’ve group...
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Closing out the Year in Aplos
Aplos does not require any action from you in order to close the years. Your income and expense accounts will automatically post into their corresponding equity (fund) account balances at the end o...
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Groups & Teams: Enabling Event Notifications for Administrators and Coordinators
Administrators are allowed to manage event notifications. Click the Events icon on the navigation menu on the left. Choose any event that requires volunteers then click the button to display more ...
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Groups & Teams: Record Attendance for Events
You can record attendance of members for events created by your group or team. Click the Meetings icon on the navigation menu on the left. For events that have been added to the website, click t...
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Groups & Teams: Mail Merge
You can create documents using the mail merge feature within a group or team of which you are included. The documents are stored within the group for ease of retrieval at a future time or to be use...
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Groups & Teams: Record Attendance for Activities
Record attendance of members for activities. Click the Events icon on the navigation menu on the left. Click the action icon and select Attendance reports. Select the Activities tab. Locate the...
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Groups & Teams: Create a Printable Call Sheet
Print a hard copy of a call sheet. The call sheet will show a list of members that have not signed up for the event. The list shows email address, home phone and work phone. Click the Events icon ...
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