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Anna Ross

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Articles

Recent activity by Anna Ross

  • Paying the NY SDI, HI Temporary Disability Insurance, and NY Family Leave Insurance

    If you’re using Gusto for payroll in New York, it’s helpful to understand how the New York State Disability Insurance (DBI) and Paid Family Leave (PFL) Insurance work. These programs support your e...

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  • Period Close

     Period Close is a helpful feature that will allow you to lock down an accounting period. You may have reconciled your books for a certain year and want to ensure that changes cannot be made. With ...

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  • Recording your Expense Reimbursement from Expensify

    If you're using Expensify to track expense reimbursements, it is easy to record these in your accounting within Aplos. You will use Expensify to track these reimbursements by employee or vendor, an...

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  • Tags Set Up and Management

    When logged into Aplos, go to Fund Accounting > Accounts > Tags. Here you will see 5 types of tags: Fundraisers, Projects, Departments, Custom, and 990. If the tag layer is not enabled, you will se...

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  • API Calls: Accounting Tags

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/tags Parameters: f_tagname: Any part of the tag name, case insensitive Headers: Authorization = Bearer: [ACCESS TOKEN]The ac...

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  • Groups & Teams: Assign Meeting Responsibilities

    Click the Meetings icon on the navigation menu on the left.​  Choose a meeting to assign responsibilities and click the title to make changes. Locate the responsibility or meeting assignment to be...

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  • Linking Your Partner Integration Purposes

    Understanding Purposes in Aplos Purposes are used to track different types or categories of donations received. When using partner integrations, the purposes seen in Aplos reflect how donations wer...

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  • Recording a Refund

    Whether you need to record a refund you received or a refund you issued, you can enter these transaction in the Register screen in the Fund Accounting area. If you have received a refund for an exp...

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  • Entering Transactions with Tags

    Tag Transactions in a RegisterNow that Tags have been enabled you will notice a new field when entering transactions. This is an optional field, in which you can select one of the Tags you have set...

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  • API Calls: Tax Tags

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/taxtags Parameters: f_taxtagname: Any part of the tax tag name, case insensitive Headers: Authorization = Bearer: [ACCESS TO...

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