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Anna Ross

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Recent activity by Anna Ross

  • Groups & Teams: Getting Started

    With the Groups & Teams tool, you can create and manage groups of people within Aplos. The groups can be committees in your organization, your board of directors, a group of volunteers, etc. Not o...

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  • Event Registration And Ticketing

    With the Event Registration tool, you can easily create an online registration form to collect registrations and sell tickets. Share your form so people can easily sign up for free events and pay ...

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  • Managing Your Oversight Account

    Oversight Dashboard Once you have successfully created your Oversight account and added your subsidiary organizations, the first thing you’ll see when you log into your dashboard is a comprehensive...

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  • Getting Started with an Oversight Account

    What Are Oversight Accounts? Oversight Accounts in Aplos allow a parent organization to track, review, and assist with the accounting activities of multiple related organizations. Instead of each e...

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  • How To Create Letters

    The Letter Builder in Aplos is a tool that allows you to design, customize, and distribute letters seamlessly. Whether you’re sending thank-you letters, tax receipts, or fundraising appeals, the Le...

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  • How to Create a Chart of Accounts in Oversight

    One of the key features of an Oversight account is the ability to create and standardize a Chart of Accounts (CoA) across all subsidiary organizations linked to the account. This feature is especia...

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  • Budgeting by Fund

     With Advanced Budgeting, you can create a budget for each of your funds. For example, you can budget for the General Fund and Outreach Fund separately utilizing the same income and expense account...

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  • Email Campaigns And Templates

    With Email Campaigns in Aplos, you can communicate with your donors more often and more effectively. Whether it's customizing the template for your online donation emails, setting a reminder to com...

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  • Allocations

    What is Allocations in Aplos?Allocations is an advanced accounting add-on feature that allows you to create cost drivers to split income or expense across multiple funds or tags (i.e. departments, ...

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  • Tracking Fixed Assets in Aplos

    Some organizations may have at least a few fixed assets that need to be tracked in accounting. Whether you’re a large organization or small, it is important to know the requirements for tracking yo...

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