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Anna Ross

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Articles

Recent activity by Anna Ross

  • 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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    • 1 follower
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    • 1 vote

  • 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 th...

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  • Importing and Hiding Transactions with Bank Integration

    Once your bank is connected, the Bank Integration screen becomes your hub for reviewing, coding, and importing transactions into your Aplos registers — and for hiding the ones that don't belong the...

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    • 1 follower
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    • 2 votes

  • 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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    • 1 follower
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    • 4 votes

  • 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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    • 1 follower
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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 Imp...

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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 lef...

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    • 1 follower
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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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    • 0 votes