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Anna Ross

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Articles

Recent activity by Anna Ross

  • Integrate Ramp with Aplos!

    The Ramp integration for Aplos allows you to automatically sync card expense transactions and receipts from Ramp into Aplos, eliminating manual data entry and reducing errors. ℹ️ Note: At this time...

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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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  • Funds Vs. Tags in Aplos

    In Aplos, which is a fund accounting software, understanding the distinction between funds and tags is crucial for proper financial management and accurate reporting. While both are used to track i...

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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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  • 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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    • 5 votes