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Anna Ross

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Articles

Recent activity by Anna Ross

  • Importing Data Into Aplos

    If you want to learn how to bring in historical data, quickly bring in donations from a different payment processor, track more of your contacts, or get caught up on your bookkeeping faster because...

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  • Tracking Soft Credits in Aplos

    What are Soft Credits?Soft Credits in Aplos let you assign credit for a donation to someone who is not the direct donor but might have influenced that donation. For example, you might receive a don...

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  • Set Default Currency

    Note: This article is for use by Administrators or users who handle billing and invoices. 1. From your Dashboard, click on the Settings and select Org Info. 2. Once the My Organization page, click ...

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  • Groups & Teams: People Screen

    The People screen allows you to manage members who may be associated with your organization. Notes: New members will be added to your contact list. PEOPLE SCREENThe first thing you will notice in t...

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  • Donorelf Integration Setup

    You’ve been using some of the best systems in the nonprofit technology space— Now let’s get them synced up! This integration allows users to maximize efficiency by avoiding the need to wait long ho...

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  • About DMARC and Email Deliverability

    Why aren’t my emails from my free email account being received?Email domains have policies in place that determine whether incoming messages should be accepted or rejected. DMARC (Domain-based Mess...

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  • My Aplos Donor Account: Managing your Text to Give Donation

      After logging in to My Aplos, click the Text to Give tab. You’ll have a list of your Text to Give donations in Aplos as well as the payment method and chosen purpose.  Updating Your Text to Give ...

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  • How to Delete Contributions and Deposits

    You may find yourself in a situation where you need to delete a donation due to a duplicate or a check bouncing. There are a few ways to go about this depending on what you are needing to remove. Y...

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  • Editing the Income Statement Report

    One of the most used reports in Aplos is the Income Statement Report. In this guide, learn how to manage and edit your Income Statement Report in Aplos. You can find your Income Statement by clicki...

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  • API Calls

    Accounts Payables Accounts Receivables Accounting Tags Accounting Tax Tags Accounting Transactions Accounts Contacts Contribution Records Funds Individual Contributions Partners Purposes

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