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Anna Ross

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Articles

Recent activity by Anna Ross

  • Groups & Teams: Edit Images in the File Manager

    You can edit images directly from the file manager of your assigned group or team. This option makes it easy for you to crop, rotate and rename your pictures and more. Click the Documents icon on ...

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  • Connecting to Bank Integration

    Looking to streamline the process of entering your transactions? You can link your bank in Aplos to pull in a list of your most recent transactions using Bank Integration. Navigate to Bank Integrat...

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  • Importing Transactions with Bank Integration

    Once your bank is successfully connected, the Bank Integration screen becomes your hub for coding and importing transactions into your Aplos accounting registers. Setting Up the TargetBefore retrie...

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  • Handling Hidden Bank Integration Transactions

    Sometimes a transaction pulled in by the integration should not be imported into the accounting register. You have the option to Hide these items. Reasons to Hide a Transaction:Donations/Contributi...

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  • Completing a Bank Reconciliation

    Bank Reconciliation is specifically designed for the purpose of reconciling your bank statement with the information in Aplos. See the step-by-step instructions below: Start a New Bank Reconciliati...

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  • Change Completed Reconciliation

    While the goal of accounting is always accuracy, sometimes circumstances require adjustments to past financial records. In Aplos, performing a bank reconciliation is a critical step that effectivel...

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  • Importing Accounts Payable Entries In Aplos

    The Accounts Payable import tool can assist with creating a batch of new payables or bills to save time with manual entry. To import payables, you will format the batch using the provided Aplos Im...

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  • Groups & Teams: Update User Profiles

    Users can update their own profile information in Groups and Teams. Administrators can also edit other user information. For security purposes, a user without administrator privileges cannot edit a...

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  • Groups & Teams: Edit Member Profile

    Encourage members to edit and update their own profile. However, group administrators can also update member information from the group page.   Click the People icon in the navigation menu on the ...

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  • Groups & Teams: How to Change a Time Zone Set in a Profile

    To check the current time zone settings for your profile, please go to 'Me' > 'View Profile'. Time Zone can only be edited by club Administrators, when you notice your time zone is incorrect, pleas...

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