Anna Ross
Articles
Recent activity by Anna Ross
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When to Use the Register vs. Journal Entry Screen
Navigating the financial tools within any accounting software can be daunting, especially for those without a formal accounting background. In Aplos, two of the most fundamental screens for recordi...
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- 3 votes
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Register Overview
What is a Register?The register is used to track income and expense transactions for a specific asset or liability account, typically a checking or savings account. This is a simpler way to post th...
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Retiring the Aplos Website Builder: What You Need to Know & How to Prepare
The Aplos Website Builder feature will be retired on August 31, 2025. After this date, customers with a website built in Aplos will no longer be able to access or edit that website. Your website wi...
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Making the Move: Transitioning Your Website from Aplos to Raisely
With Aplos WebBuilder being phased out, we want to ensure you have all the tools and information you need to smoothly transition your website, should you choose to move to Raisely. This guide wi...
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Fiscal Year-End Tips and Tricks
Preparing for your fiscal year-end can seem daunting, but with Aplos, you have the tools to make the process smooth and accurate. This guide will walk you through essential tips and tricks for rec...
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Bank Integration Tips and Tricks
🏦 Bank Integration Smart Tips: Keep Your Books Tidy! ✨Hey there! 👋 Welcome to Aplos's guide to getting the most out of your bank integration. We know keeping your nonprofit's finances and donor inf...
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How to Integrate Keela with Aplos
Great news for our users leveraging Keela for their CRM and donor management! Aplos now offers a direct integration with Keela, creating a seamless way to bring over your donation data into Aplos ...
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Chart of Accounts Overview
The Chart of Accounts (CoA) is the backbone of your accounting system in Aplos. It organizes financial transactions into categories, enabling accurate tracking and reporting. This guide covers how ...
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Bank Reconciliation Tips and Tricks
Reconciling your bank transactions doesn’t have to be a chore! Aplos' Bank Reconciliation tool offers powerful features that make it easier to match your records with your bank statements. Whether ...
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Community Connect: Ask Me Anything (AMA) Series
Our Community Connect AMA series is here to support you!In this series you will get direct access to our experts to... explore best practices to maximize the impact of our software receive tips ask...
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- -5 votes