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Anna Ross

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Articles

Recent activity by Anna Ross

  • 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.   Th...

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    • 2 followers
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    • -1 votes

  • 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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    • 1 follower
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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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    • 1 follower
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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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  • API Calls: Individual Contributions

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

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    • 1 follower
    • 0 comments
    • -1 votes

  • Groups & Teams: Add Sign-up Button for an Event

    Need volunteers to your event? You can assign volunteer tasks and allow Groups & Teams members to sign up for them. Remember, a Groups & Teams member can’t sign up for a volunteer position if it ha...

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