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Anna Ross

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Articles

Recent activity by Anna Ross

  • How to use the Journal Entry Screen

    Nonprofits and churches often face complex accounting situations that require more than a simple transaction entry. Whether you're correcting a mistake, adjusting fund balances, or moving assets, ...

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  • My Aplos Donor Account: Managing your Recurring Donations

     After logging in to My Aplos, visit the "Recurring Donations" tab. This page will have a list of recurring donations you have through Aplos as well as the donation schedule that is currently set u...

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  • General Ledger Report

     The General Ledger report is the cornerstone of your accounting reporting in Aplos. It serves as the master record for every financial transaction within your organization, providing a comprehensi...

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  • API: Authentication

    Authentication leverages public-key cryptography. In order to access the Aplos API, you must have a valid client id and a private key. Should you choose to implement your own flow, or if you just w...

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  • How to Set up or Edit My Profile in Aplos

    The section in Aplos for "My Profile" includes your name, email, phone number, and login information. To access this information, hover over the person icon and click on "My Profile." Creating an A...

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  • Bill Pay: Approving A Payable

    If Bill Pay is enabled in your subscription, bills can be created or edited to have an approval workflow assigned to the bill. This adds a layer of security by sending bills to users for electronic...

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  • Event Registration Custom Fields

    Event Fields For Event Registration And TicketingIf you are using Event Registration for your next event and need to collect data for your event attendees, you can add custom fields to your registr...

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  • Importing Data Into Aplos

    If you want to learn how to bring in historical data, quickly bring in donations from a different payment processor, track more of your contacts, or get caught up on your bookkeeping faster because...

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  • Tracking Soft Credits in Aplos

    What are Soft Credits?Soft Credits in Aplos let you assign credit for a donation to someone who is not the direct donor but might have influenced that donation. For example, you might receive a don...

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  • Set Default Currency

    Note: This article is for use by Administrators or users who handle billing and invoices. 1. From your Dashboard, click on the Settings and select Org Info. 2. Once the My Organization page, click ...

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