Anna Ross
Activity overview
Latest activity by Anna Ross
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Anna Ross created an article,
New & Improved: Your Guide to Updated Financial Reports
We’ve updated several core reports to provide you with more flexibility, better data visualization, and alignment with standard accounting practices. This guide covers the key changes and "tips and...
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Anna Ross created an article,
Enhanced Contact Visibility for Precise Bookkeeping
We know that accuracy is the backbone of your accounting. Whether you’re managing a single vendor with multiple locations or dozens of contacts with similar names, selecting the right person shoul...
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Anna Ross created an article,
New improvement: Personalize your navigation with bookmarks!
We recently added the ability for you to add ‘Bookmarks’ to your navigation menu and reorder their appearance. This means you can create your own quick links to the pages you use most often. Whethe...
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- 3 votes
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Anna Ross created an article,
Register Transaction Editing Update
We’ve improved the way you add and edit transactions in the Register. Transaction editing is moving from the compact slide-out drawer to a new, full-screen editing view, designed to help you review...
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- 37 votes
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Anna Ross created an article,
Managing PEX Transactions and Syncing to Aplos
With your accounts prepared and the connector mapped, you’re ready to move into daily operations. Managing your PEX integration involves a simple rhythm of reviewing purchases, approving transactio...
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Anna Ross created an article,
Connecting and Mapping PEX Tags to Aplos
Once your Chart of Accounts is prepared, the next phase is to establish the technical link between Aplos and PEX. This process involves authenticating your credentials and configuring the mapping l...
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Anna Ross created an article,
Preparing Your Chart of Accounts with PEX
Before setting up the integration, create the accounts you wish to use in your chart of accounts in Aplos. These will be visible in PEX to assign to your transactions. Create an asset account for t...
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Anna Ross created an article,
Navigating the New Aplos Menu
Welcome to the new and improved Aplos experience! We’ve redesigned our navigation to give you a cleaner workspace and faster access to the tools you use most. While the core features you rely on h...
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- -2 votes
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Anna Ross created an article,
Budget to Actual Report Guide
Our Budget vs. Actual report is designed to move beyond simple bookkeeping and into strategic oversight. This guide explains how our core calculations work and the logic behind these choices we’ve ...
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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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- -4 votes