Anna Ross
Articles
Recent activity by Anna Ross
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Navigating the New Aplos Menu
Welcome to the new and improved Aplos experience! We’ve redesigned our navigation to give you a cleaner workspace and faster access to the tools you use most. While the core features you rely on h...
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Budget to Actual Report Guide
Our Budget vs. Actual report is designed to move beyond simple bookkeeping and into strategic oversight. This guide explains how our core calculations work and the logic behind these choices we’ve ...
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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 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 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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- 9 votes