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Anna Ross

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Articles

Recent activity by Anna Ross

  • Entering Transactions in Your Register

    You can easily enter new income, expenses, or contributions from your asset register screen. To add a new transaction, simply click the Add New dropdown in the top right corner and fill in the nece...

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  • API Calls: Partners

    Verify HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/partners/verify Parameters: api-client-id: [ACCOUNT ID]The Aplos account (organization) for which you are verifying access Headers: ...

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  • Groups & Teams: Event Volunteer Positions

    Create Event Volunteer Positions   This article will show you how to add volunteer positions to an event in your group portal. Adding volunteer positions to an event helps your members to easily...

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  • Using the Liability Register for Credit Cards

    While the Aplos Register is a great tool for managing your bank accounts (assets), it functions a bit differently when you're tracking a liability, such as a credit card. The liability register is ...

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  • API Calls: Purposes

    List/Search HTTP Method: GET URL: https://app.aplos.com/hermes/api/v1/purposes Parameters: f_enabled: Whether the purpose is enabled: y, n f_name: Any part of the name, case insensitive Headers: ...

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  • Managing Your Register Transactions

    If you ever need to make changes to a transaction, you can do so by selecting the three dots to the right under the actions column. Actions available on a transaction include: move, edit, duplicate...

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  • Searching, Filtering, and Sorting Your Aplos Register

    The Aplos Register screen is designed to be more than just a list of transactions; it's a powerful tool for finding exactly the information you need, right when you need it. Here's a guide on how t...

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  • Groups & Teams: Document Area Overview

    The document area within a group or team page is a file manager that is available to house relevant documents. You can upload important documents and compile them into different sub-folders. This ...

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  • Groups & Teams: Create a New Folder in the File Manager

    Organize and easily access files by creating new folders and subfolders. If your group or team has many documents on the website, creating folders and subfolders will help to keep your documents or...

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  • Fund Transfers in Aplos

    Transferring money between Funds in Aplos re-allocates money that has been dedicated to different purposes within your organization. The method you use depends on how you want the transfer to be t...

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