Anna Ross
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Recent activity by Anna Ross
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Quick Start Guide for Accounting and Finances
We’re happy you are part of the Aplos family, and we are here to help you get started. Below are recommended steps to help you get on your way. Each step will provide a link to the referenced area ...
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Using The Check-In Events Tool
The Aplos Check-In tool can be used to track individual attendance, provide a check-in and check-out system for children's programs, and other activities that might require a name tag. To get start...
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Groups & Teams: Using Groups
Groups & Teams is a tool that allows you be a part of a single group or team, or multiple groups and teams. This could be a committee within your organization, a board of directors you are a part o...
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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 on...
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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 f...
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Managing Your Oversight Account
Oversight DashboardOnce 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 en...
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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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