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Anna Ross

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Articles

Recent activity by Anna Ross

  • Email Campaigns And Templates

    With Email Campaigns in Aplos, you can communicate with your donors more often and more effectively. Whether it's customizing the template for your online donation emails, setting a reminder to com...

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    • 1 follower
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    • 1 vote

  • Allocations

    What is Allocations in Aplos?Allocations is an advanced accounting add-on feature that allows you to create cost drivers to split income or expense across multiple funds or tags (i.e. departments, ...

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    • 1 follower
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    • -1 votes

  • Tracking Fixed Assets in Aplos

    Some organizations may have at least a few fixed assets that need to be tracked in accounting. Whether you’re a large organization or small, it is important to know the requirements for tracking yo...

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    • 1 follower
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    • 1 vote

  • What is an API?

    API stands for Application Programming Interface. Still scratching your head? That’s okay… you’re not alone. It’s just a fancy name for a communication tool that will save you time! An API allows f...

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    • 1 follower
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    • -1 votes

  • Importing Your Chart of Accounts

    If you are coming from another software and you already have a chart of accounts that you would like to use in Aplos, we can import your chart of accounts for you from the backend. The template fil...

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    • 1 follower
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    • -3 votes

  • Importing From QuickBooks

    Should You Import QuickBooks Data?You can import much of your historical data from QuickBooks, including contacts and transactions, making it simpler to move to Aplos, but there is an important dec...

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    • 2 followers
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  • Navigate Settings in Aplos

    Manage Your Aplos Settings  The Settings tab is available to a user who has an Administrator role. Org Info: You can add and update your organization’s name, tax identification number, address, f...

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    • 1 follower
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    • -4 votes

  • Bank Integration Overview

    The Aplos Bank Integration tool is a popular feature designed to significantly streamline the process of entering financial transactions by connecting directly to your bank or financial institution...

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    • 1 follower
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    • -2 votes

  • My Aplos Donor Account: Managing Your Payment Method(s)

    When completing a payment on a donation form or widget or in My Aplos, donors can save a payment method. You can view your saved payment methods with their expiration dates in the Payment Methods s...

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    • 1 follower
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    • -1 votes

  • Schedule Report Emails in Aplos

    The Scheduled Email feature in Aplos lets you automatically send saved Income Statement and General Ledger reports to your team or stakeholders on a recurring basis. Whether you need to send a mont...

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    • 1 follower
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    • 1 vote