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Anna Ross

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Recent activity by Anna Ross

  • 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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    • 1 vote

  • 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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  • 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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  • 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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  • 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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