User

Anna Ross

Member since
Total activity 247
Last activity
Following 0 users
Followed by 0 users
Votes 0
Subscriptions 63

Articles

Recent activity by Anna Ross

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • -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...

    • Updated
    • 1 follower
    • 0 comments
    • -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 ...

    • Updated
    • 2 followers
    • 0 comments
    • 1 vote

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • -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...

    • Updated
    • 1 follower
    • 0 comments
    • -1 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 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...

    • Updated
    • 1 follower
    • 0 comments
    • 2 votes

  • Using The Feed

    Setting up The FeedThe Feed gives you a snapshot of who you need to communicate with, and it's easy to send these communications right from this page. To get started, navigate to Marketing -> The F...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Recording Raisely Withdrawals in Aplos

    This guide will walk you through recording your Raisely withdrawals in Aplos. It's a breeze! What’s happening in reality? Donations: When kind folks donate to your organization through Raisely, the...

    • Updated
    • 1 follower
    • 0 comments
    • 1 vote

  • API Overview

    Aplos makes nonprofit software simple. Aplos has several stand-alone, but integrated, web-based products that can extend third party applications. Fund Accounting Contributions Management Donor Ma...

    • Updated
    • 1 follower
    • 0 comments
    • 3 votes