Anna Ross
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Latest activity by Anna Ross
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Anna Ross created an article,
Understanding the Comparative Income Statement
The Comparative Income Statement is a powerful tool designed to help you track your organization's financial health over time. By placing different periods side-by-side, you can easily identify tre...
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Anna Ross created an article,
How to Record and Manage Long-Term Liabilities (Mortgages & Loans)
Managing a long-term liability, such as a mortgage or equipment loan, requires a specific setup to ensure your principal balance decreases over time while your interest expenses are tracked accurat...
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Anna Ross created an article,
Receiving Debit or Credit Card Payment for Invoices Online
In Aplos, your invoices in Accounts Receivable can be emailed and paid online. This means you no longer have to print an invoice, wait for a check to be mailed, or manually enter a receipt to compl...
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Anna Ross created an article,
How to Receive an Invoice in Accounts Receivable
To record a received payment manually, enter the amount received and the date. Then click the Receive Payment button, which will post a deposit in your register for you. You can also export your op...
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Anna Ross created an article,
Integrate Ramp with Aplos!
The Ramp integration for Aplos allows you to automatically sync expense transactions from Ramp into Aplos, eliminating manual data entry and reducing errors. PrerequisitesAn active Ramp account.An ...
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Anna Ross created an article,
End of Year Reporting
As the fiscal year concludes, organizations using Aplos must generate accurate reports for auditing, budgeting, and internal review. This article will guide you through the most common and essentia...
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Anna Ross created an article,
Budgeting for a Fiscal Year Change: Managing the Gap Period in Aplos
Changing your non-profit’s Fiscal Year (FY) start date is a significant step. When you move, for example, from a January 1st start to a July 1st start, you create a temporary "gap period" (Jan-Jun)...
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Anna Ross created an article,
Voiding a Transaction in Aplos
When someone needs to void a transaction in their accounting software, they're essentially canceling a financial record that hasn't been fully processed yet. This action is critical for maintaining...
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Anna Ross created an article,
Bank Reconciliation Reporting
The Bank Reconciliation Report is a crucial financial document generated after you successfully complete a bank reconciliation in Aplos. It provides a detailed, date-specific summary of how your bo...
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Anna Ross created an article,
Change Completed Reconciliation
While the goal of accounting is always accuracy, sometimes circumstances require adjustments to past financial records. In Aplos, performing a bank reconciliation is a critical step that effectivel...
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