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Anna Ross

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Articles

Recent activity by Anna Ross

  • 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."   Creati...

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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 electroni...

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  • Event Registration Custom Fields

    Event Fields For Event Registration And Ticketing If 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 regi...

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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...

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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 icon and select Org Info. 2. Once the My Organization page...

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  • Groups & Teams: People Screen

    The People screen allows you to manage members who may be associated with your organization. Notes: New members will be added to your contact list.   PEOPLE SCREEN The first thing you will notice i...

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  • Donorelf Integration Setup

    You’ve been using some of the best systems in the nonprofit technology space— Now let’s get them synced up! This integration allows users to maximize efficiency by avoiding the need to wait long ho...

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