User

Anna Ross

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Articles

Recent activity by Anna Ross

  • About DMARC and Email Deliverability

    Why aren’t my emails from my free email account being received? Email domains have policies in place that determine whether incoming messages should be accepted or rejected. DMARC (Domain-based M...

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    • 1 follower
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    • 1 vote

  • My Aplos Donor Account: Managing your Text to Give Donation

      After logging in to My Aplos, click the Text to Give tab. You’ll have a list of your Text to Give donations in Aplos as well as the payment method and chosen purpose.  Updating Your Text to Give ...

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    • 1 follower
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  • How to Delete Contributions and Deposits

    You may find yourself in a situation where you need to delete a donation due to a duplicate or a check bouncing. There are a few ways to go about this depending on what you are needing to remove. Y...

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    • 1 follower
    • 0 comments
    • -4 votes

  • Editing the Income Statement Report

    One of the most used reports in Aplos is the Income Statement Report. In this guide, learn how to manage and edit your Income Statement Report in Aplos.   You can find your Income Statement by cli...

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    • 1 follower
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    • -26 votes

  • API Calls

    Accounts Payables Accounts Receivables Accounting Tags Accounting Tax Tags Accounting Transactions Accounts Contacts Contribution Records Funds Individual Contributions Part...

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    • 1 follower
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    • 0 votes

  • Mandatory MFA is coming to Aplos

      Starting February 25, 2025, multi-factor authentication (MFA) will be a requirement for all users on Aplos. This means that all users will need to enable MFA when logging into their Aplos accoun...

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    • 1 follower
    • 0 comments
    • 20 votes

  • Email Delivery Requirements as of 2024

    Gmail and Yahoo have requirements that email senders must meet so their bulk email will be properly delivered.   Senders that don't meet the requirements will experience errors occurring in the ...

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    • 1 follower
    • 0 comments
    • 0 votes

  • Accounts Payable Overview

     Getting StartedThe Accounts Payable screen under Transactions is where you can enter and pay your bills. From there, you’ll be able to record when you receive a bill and when you make payments on ...

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    • 1 follower
    • 0 comments
    • -6 votes

  • Bill Pay: Managing Pending Bills

    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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    • 1 follower
    • 0 comments
    • -2 votes

  • Manage Contact Details For An Individual Or Company

    Viewing Contact Details On A Contact Record  The Contact Record holds all information about a specific contact, including their details, donation history, accounting transactions, and relationshi...

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    • 1 follower
    • 0 comments
    • 0 votes