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Anna Ross

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Articles

Recent activity by Anna Ross

  • Groups & Teams: Assigning User Roles

    This article shows how to update a member's profile with a new role. Please note that only the group administrator can make changes to member roles. Use this feature when a member takes on a new ro...

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    • -1 votes

  • Create Mailing Labels

    Mailing labels are used to identify the name and address of an addressee as well as the sender. Aplos provides a quick and easy way to generate mailing labels using the Lists feature. Follow these ...

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    • 1 follower
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    • 2 votes

  • Paypal Integration Setup

    PayPal OverviewYou asked and we've delivered! If you utilize PayPal for your donations you can transfer over your PayPal donations directly into your Aplos Donor Management by syncing up your PayPa...

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  • How to use the Journal Entry Screen

    Nonprofits and churches often face complex accounting situations that require more than a simple transaction entry. Whether you're correcting a mistake, adjusting fund balances, or moving assets, ...

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  • My Aplos Donor Account: Managing your Recurring Donations

     After logging in to My Aplos, visit the "Recurring Donations" tab. This page will have a list of recurring donations you have through Aplos as well as the donation schedule that is currently set u...

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    • -2 votes

  • General Ledger Report

     The General Ledger report is the cornerstone of your accounting reporting in Aplos. It serves as the master record for every financial transaction within your organization, providing a comprehensi...

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  • API: Authentication

    Authentication leverages public-key cryptography. In order to access the Aplos API, you must have a valid client id and a private key.Should you choose to implement your own flow, or if you just wa...

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  • How to Set up or Edit My Profile in Aplos

    The section in Aplos for "My Profile" includes your name, email, phone number, and login information. To access this information, select your organization name in the top right of your screen and c...

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    • 1 follower
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    • -4 votes

  • Bill Pay: Approving A Payable

    If Bill Pay is enabled in your subscription, bills can be created or edited to have an approval workflow assigned to the bill. This adds a layer of security by sending bills to users for electronic...

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  • Event Registration Custom Fields

    Event Fields For Event Registration And TicketingIf you are using Event Registration for your next event and need to collect data for your event attendees, you can add custom fields to your registr...

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    • 1 vote