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Anna Ross

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Recent activity by Anna Ross

  • Using The Feed

    Setting up The FeedThe Feed gives you a snapshot of who you need to communicate with, and it's easy to send these communications right from this page. To get started, navigate to Marketing -> The F...

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  • Recording Raisely Withdrawals in Aplos

    This guide will walk you through recording your Raisely withdrawals in Aplos. It's a breeze!  More of a visual learner? Check out our walk through video below:  What’s happening in reality? Donatio...

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  • API Overview

    Aplos makes nonprofit software simple. Aplos has several stand-alone, but integrated, web-based products that can extend third party applications. Fund Accounting Contributions Management Donor Man...

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  • Bill Pay: Creating A Bill Approval Workflow

    Bill Pay allows your organization to send bills to approvers for electronic approval. It tracks the status of approvals, and then you can pay the bills once they are approved. This is completed thr...

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  • People Database (CRM) Overview

    The people database in Aplos stores all contact information and activity in one location for all of the people who are tied to your accounting entries, donations, marketing communications, and grou...

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  • Create An Event Registration Form

    From the Events module, you can create a registration form for your event and add tickets that will be available for people to purchase. Create your event and start collecting registrations.To begi...

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  • Check-In Events: Kiosk

    Ensuring a smooth and efficient check-in process is crucial for managing attendees at your event. This guide walks you through launching and managing your kiosk using Aplos, covering essential setu...

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  • Adding your organization's info in Aplos

    An important part of completing your Aplos account is entering the information that will be populated on Aplos reports (like Contribution Statements), invoices, and email communication. You can als...

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  • How Can I Record a Scholarship for Tuition?

    If your organization is a school or other type of organization that offers scholarships, then this resource will be helpful to explain the process of recording this in Aplos. There may be different...

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  • Gusto: How To Setup Global Mapping

    Integrating Gusto payroll with your Aplos account streamlines payroll accounting, but setting up your Global Mapping correctly is essential to ensuring accurate tracking of expenses and liabilities...

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    • 2 votes