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Anna Ross

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Recent activity by Anna Ross

  • Printing Checks in Aplos

    This guide walks you through printing checks in Aplos, including setting up accounts, configuring print settings, and managing dismissed transactions for efficient financial oversight. Navigate to ...

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    • -4 votes

  • API FAQs

    What is the difference between a Contribution and a Transaction? A Contribution is a donation record. A Transaction is an Accounting transaction. Either of these can exist independent of the other....

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  • 6 Tax Exemptions and Reimbursements for Ministers and Clergy

    Navigating the financial landscape as a minister or clergy member can be complex, but there are some wonderful tax exemptions and reimbursements designed to ease the burden. Here’s a friendly guide...

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    • 4 votes

  • Groups & Teams: Message Hub Overview

    Message Hub The Message Hub is a central way to communicate with all members. New messages are shown on your start page so you’ll always be up to date with the latest announcements.     This...

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  • Mapping Your Chart of Accounts in Sage Payroll

    You’re now a Sage and Aplos user, congratulations! Now let’s help you get started tracking your payroll. First, you’ll need to login to your Aplos Account, and go to your Journal Entry Screen found...

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  • Creating Your Annual Budget In Aplos

    In Aplos, you can create and track your annual budget for your income and expense accounts, and create Budget to Actual financial reports. The most common form of budgeting is creating an organizat...

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  • Bank Reconciliation Overview

    Why Do Bank Reconciliations?Bank reconciliation is an essential tool for every account system for two primary reasons. First, bank reconciliation helps ensure that your bank balance matches your bo...

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    • 10 votes

  • API Calls: Accounting Payables

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/payablesParameters: f_accountnumber: Account number of any line in the payable f_amount: Total amount of the payable (always a...

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  • Gusto: Mapping Multiple Reimbursement Expenses

    Gusto pulls out and distributes reimbursements on behalf of their customers, in order to make running an organization that much easier for the customer. However, the data imported into Aplos from G...

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  • How to Import Sage Payroll

    Using the Aplos Journal Entry Screen, you can upload payroll files to keep your information up to date. When you run payroll using Sage software services, you will be provided a file that you can u...

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