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Anna Ross

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Articles

Recent activity by Anna Ross

  • 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 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Tag-Based Reporting in Aplos

    Once you have enabled tags and recorded transactions toward them, a dedicated Tag-Based Reports section appears on your Reports tab. If you have multiple tag dimensions enabled, you will see a sepa...

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