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Anna Ross

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Articles

Recent activity by Anna Ross

  • How to Generate 1099s If You Switch to Aplos Midyear

    If you switched to Aplos mid-calendar year without bringing in the full year’s worth of transactions, your 1099s will be incomplete in Aplos. You will need to backfill those vendor transactions to ...

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  • API Calls: Contacts

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/contacts Parameters: f_email: Any part of any email, case insensitive f_lastupdated: Last updated (created or modified). Forma...

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  • Groups & Teams: Event Tasks

    Within your Groups & Teams you have the ability to create and assign tasks to your members to complete. This is great for any event to communicate and follow up with your volunteer and staff on an...

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  • Streamlining Deposits: The Power of a Clearing Account

    The Clearing Account is a fundamental tool for non-profits that simplifies bank reconciliation by ensuring your internal Aplos register matches the lump-sum deposits on your bank statement. The Pro...

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  • How to Troubleshoot 1099s

    Having trouble generating a 1099 for one of your vendors, or seeing incorrect amounts listed on the 1099 report? Below are a couple of suggestions as to what could be causing these issues. Why is a...

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  • API Calls: Contributions

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/contributions Parameters: f_contact: Contact ID f_contactname: Any part of any contact name (first, last, and/or company), cas...

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  • Recording and Reconciling Transactions

    To generate the financial reports you need to manage your organization, first you need to accurately track your income and expenses. There are four primary entry screens available to enter your acc...

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  • API Calls: Funds

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/funds Parameters: f_accountnumber: The fund balance account number f_name: Any part of the name, case insensitive Headers: A...

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  • Groups & Teams: Assign Event Task to Members

    Assign specific tasks to any members. Click the Events icon on the navigation menu on the left. Locate any event that requires volunteers then click the dots to the right and click the Signup butt...

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  • Bank Integration Troubleshooting

    When using bank integration, you might find that your bank is not linking to our third party provider correctly and needs to be refreshed. There are steps that you can take to refresh your connecti...

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    • -13 votes