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Anna Ross

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Articles

Recent activity by Anna Ross

  • Mandatory MFA is coming to Aplos

     Starting February 25, 2025, multi-factor authentication (MFA) will be a requirement for all users on Aplos. This means that all users will need to enable MFA when logging into their Aplos account....

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    • 1 follower
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    • 20 votes

  • Email Delivery Requirements as of 2024

    Gmail and Yahoo have requirements that email senders must meet so their bulk email will be properly delivered. Senders that don't meet the requirements will experience errors occurring in the email...

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    • 1 follower
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    • 0 votes

  • Accounts Payable Overview

     Getting StartedThe Accounts Payable screen under Transactions is where you can enter and pay your bills. From there, you’ll be able to record when you receive a bill and when you make payments on ...

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    • 1 follower
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    • -7 votes

  • Bill Pay: Managing Pending Bills

    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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    • 1 follower
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    • -2 votes

  • 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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    • -2 votes

  • 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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    • 1 follower
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    • 0 votes

  • 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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    • 1 follower
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    • 2 votes

  • 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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    • 1 follower
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    • -2 votes

  • 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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    • 1 follower
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    • -1 votes

  • 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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    • 1 follower
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    • 0 votes