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Anna Ross

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Articles

Recent activity by Anna Ross

  • Bill Approval: Managing Pending Bills

    If Bill Approval 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 elect...

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  • Manage Contact Details For An Individual Or Company

    Viewing Contact Details On A Contact Record The Contact Record holds all information about a specific contact, including their details, donation history, accounting transactions, and relationships....

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  • How To Collect Event Registrations

    Once your event is created and published, and your AplosPay merchant account is set up, you will be ready to collect registrations and payments. Note: If you have not set up your AplosPay merchant ...

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  • Canadian Compliance

    If you are a Canadian organization, follow the below steps so that your contribution statements fall in line with Canadian compliance. To see a walk through of this process check out this video fro...

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  • Groups & Teams: View Member Details

    By default the Members page will only show member names, email addresses, and phone numbers. To view full member information, follow the steps below.Click the People icon on the navigation menu on ...

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  • Church Community Builder 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 complete dou...

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  • Using International Currencies in Aplos

    Using International Currency Aplos can be used in any country, and we even have different currency symbols that you can use. You can select the preferred currency symbol from Settings, and if your...

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  • My Aplos Donor Account: Giving on your donor account

     Giving via a WidgetYou can give to an organization in My Aplos without navigating to an external page. If you have given to an organization before, and the organization has set up a donation widge...

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  • API: Example Clients

    There are three different example clients you can use for references when utilizing the Aplos API: C# Client, Python Client, or Ruby Client. You will see these three client examples attached below.  

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  • How to Set up Multi-Factor Authentication for Your Aplos Account

    What Is Multi-Factor Authentication?Multi-Factor Authentication (MFA) is a security system that requires users to provide multiple forms of verification to gain access to an online account. It typi...

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    • 6 votes