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Anna Ross

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Articles

Recent activity by Anna Ross

  • Tag-Based Reporting in Aplos

    Once you have enabled tags and recorded transactions toward them, a dedicated Tag-Based Reports section appears on your Reports tab. If you have multiple tag dimensions enabled, you will see a sepa...

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    • 1 follower
    • 0 comments
    • 1 vote

  • Funds Vs. Tags in Aplos

    In Aplos, which is a fund accounting software, understanding the distinction between funds and tags is crucial for proper financial management and accurate reporting. While both are used to track i...

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    • 1 follower
    • 0 comments
    • 10 votes

  • When to Use the Register vs. Journal Entry Screen

    Navigating the financial tools within any accounting software can be daunting, especially for those without a formal accounting background. In Aplos, two of the most fundamental screens for recordi...

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    • 1 follower
    • 0 comments
    • 5 votes

  • Register Overview

    What is a Register?The register is used to track income and expense transactions for a specific asset or liability account, typically a checking or savings account. This is a simpler way to post th...

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    • 1 follower
    • 0 comments
    • -19 votes

  • Fiscal Year-End Tips and Tricks

    Preparing for your fiscal year-end can seem daunting, but with Aplos, you have the tools to make the process smooth and accurate. This guide will walk you through essential tips and tricks for rec...

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    • 1 follower
    • 0 comments
    • -1 votes

  • Bank Integration Tips and Tricks

    🏦 Bank Integration Smart Tips: Keep Your Books Tidy! ✨Hey there! 👋 Welcome to Aplos's guide to getting the most out of your bank integration. We know keeping your nonprofit's finances and donor inf...

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    • 1 follower
    • 0 comments
    • 1 vote

  • How to Integrate Keela with Aplos

    Great news for our users leveraging Keela for their CRM and donor management! Aplos now offers a direct integration with Keela, creating a seamless way to bring over your donation data into Aplos ...

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    • 1 follower
    • 0 comments
    • 0 votes

  • Chart of Accounts Overview

    The Chart of Accounts (CoA) is the backbone of your accounting system in Aplos. It organizes financial transactions into categories, enabling accurate tracking and reporting. This guide covers how ...

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    • 1 follower
    • 0 comments
    • 2 votes

  • Bank Reconciliation Tips and Tricks

    Reconciling your bank transactions doesn’t have to be a chore! Aplos' Bank Reconciliation tool offers powerful features that make it easier to match your records with your bank statements. Whether ...

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    • 2 followers
    • 0 comments
    • -4 votes

  • Community Connect: Ask Me Anything (AMA) Series

    Our Community Connect AMA series is here to support you!In this series you will get direct access to our experts to... explore best practices to maximize the impact of our software receive tips ask...

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    • 3 followers
    • 0 comments
    • -8 votes