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Anna Ross

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Recent activity by Anna Ross

  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Receiving 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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  • 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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