User

Anna Ross

Member since
Total activity 241
Last activity
Following 0 users
Followed by 0 users
Votes 0
Subscriptions 59

Articles

Recent activity by Anna Ross

  • How to Generate 1099s If You Switch to Aplos Midyear

    If you switched to Aplos mid-calendar year without bringing in the full year’s worth of transactions, your 1099s will be incomplete in Aplos. You will need to backfill those vendor transactions to ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • API Calls: Contacts

    List/SearchHTTP Method: GETURL: https://app.aplos.com/hermes/api/v1/contactsParameters:f_email: Any part of any email, case insensitivef_lastupdated: Last updated (created or modified). Format: yyy...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Groups & Teams: Event Tasks

    Within your Groups & Teams you have the ability to create and assign tasks to your members to complete. This is great for any event to communicate and follow up with your volunteer and staff on any...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Streamlining Deposits: The Power of a Clearing Account

    The Clearing Account is a fundamental tool for non-profits that simplifies bank reconciliation by ensuring your internal Aplos register matches the lump-sum deposits on your bank statement. The Pro...

    • Updated
    • 2 followers
    • 0 comments
    • 1 vote

  • How to Troubleshoot 1099s

    Having trouble generating a 1099 for one of your vendors, or seeing incorrect amounts listed on the 1099 report? Below are a couple of suggestions as to what could be causing these issues. Why is a...

    • Updated
    • 1 follower
    • 0 comments
    • -2 votes

  • API Calls: Contributions

    List/SearchHTTP Method: GETURL: https://app.aplos.com/hermes/api/v1/contributionsParameters:f_contact: Contact IDf_contactname: Any part of any contact name (first, last, and/or company), case inse...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Recording and Reconciling Transactions

    To generate the financial reports you need to manage your organization, first you need to accurately track your income and expenses. There are four primary entry screens available to enter your acc...

    • Updated
    • 1 follower
    • 0 comments
    • -2 votes

  • API Calls: Funds

    List/SearchHTTP Method: GETURL: https://app.aplos.com/hermes/api/v1/fundsParameters:f_accountnumber: The fund balance account numberf_name: Any part of the name, case insensitiveHeaders:Authorizati...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Groups & Teams: Assign Event Task to Members

    Assign specific tasks to any members.Click the Events icon on the navigation menu on the left. Locate any event that requires volunteers then click the dots to the right and click the Signup button...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Bank Integration: Error Handling & Troubleshooting

    Bank Integration connects to your bank through Plaid, our secure connection provider. Most problems come down to a connection that needs re-authorizing. This guide covers the alerts you may see and...

    • Updated
    • 1 follower
    • 0 comments
    • -21 votes