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Anna Ross

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Recent activity by Anna Ross

  • Entering Transactions with Tags

    Tag Transactions in a RegisterNow that Tags have been enabled you will notice a new field when entering transactions. This is an optional field, in which you can select one of the Tags you have set...

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  • API Calls: Tax Tags

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/taxtags Parameters: f_taxtagname: Any part of the tax tag name, case insensitive Headers: Authorization = Bearer: [ACCESS TO...

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  • Edit Location for Meetings or Events

    NOTE: A more current version of this material is presented in another article. Please see here. If a meeting or event location has changed and it needs to be updated in the member portal, follow th...

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  • How to Track 1099 Vendors and Expenses in Aplos

    In Aplos, you use 1099 Tags to help you track payments made to your 1099-eligible Vendors. This makes it easy to prepare your return at the end of the year. To track 1099s in Aplos, you will want t...

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  • API Calls: Accounting Transactions

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/transactions Parameters: f_accountnumber: Account number of any line in the transaction f_amount: Total amount of the transact...

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  • Groups & Teams: Record Attendance for Meetings

    Recording Attendance Record attendance of members for any meetings. Only those with the Group Administrator or Meetings and Events Administrator roles can access this.   Click the Meetings ico...

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  • Tracking Inventory in Aplos

    You can set up asset accounts and track the balances of them for overall inventory, but unfortunately we do not have a way to track itemized inventory values, or make the adjustments in the same wa...

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  • Prepare a 1099-MISC, 1099-NEC, and a 1096

    Your 1099s and 1096s must be mailed each year by January 31 and use an IRS-compliant form. Here are the basic steps you need to prepare your forms in Aplos: Order your IRS forms (1099-MISC and 1099...

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  • API Calls: Accounts

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/accounts Parameters: f_enabled: Whether the account is enabled: y, n f_name: Any part of the name, case insensitive f_type: Ty...

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  • Groups and Teams: Create a New Event

    Add a new event (by doing this it will also add to the calendar). Click the Events icon on the navigation menu on the left.​ Click the Action Button icon in the upper right corner and select Add E...

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