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Anna Ross

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Articles

Recent activity by Anna Ross

  • New & Improved: Your Guide to Updated Financial Reports

    We’ve updated several core reports to provide you with more flexibility, better data visualization, and alignment with standard accounting practices. This guide covers the key changes and "tips and...

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  • Enhanced Contact Visibility for Precise Bookkeeping

    We know that accuracy is the backbone of your accounting. Whether you’re managing a single vendor with multiple locations or dozens of contacts with similar names, selecting the right person shoul...

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  • New improvement: Personalize your navigation with bookmarks!

    We recently added the ability for you to add ‘Bookmarks’ to your navigation menu and reorder their appearance. This means you can create your own quick links to the pages you use most often. Whethe...

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  • Register Transaction Editing Update

    We’ve improved the way you add and edit transactions in the Register. Transaction editing is moving from the compact slide-out drawer to a new, full-screen editing view, designed to help you review...

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  • Managing PEX Transactions and Syncing to Aplos

    With your accounts prepared and the connector mapped, you’re ready to move into daily operations. Managing your PEX integration involves a simple rhythm of reviewing purchases, approving transactio...

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  • Connecting and Mapping PEX Tags to Aplos

    Once your Chart of Accounts is prepared, the next phase is to establish the technical link between Aplos and PEX. This process involves authenticating your credentials and configuring the mapping l...

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  • Preparing Your Chart of Accounts with PEX

    Before setting up the integration, create the accounts you wish to use in your chart of accounts in Aplos. These will be visible in PEX to assign to your transactions. Create an asset account for t...

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  • Navigating the New Aplos Menu

    Welcome to the new and improved Aplos experience! We’ve redesigned our navigation to give you a cleaner workspace and faster access to the tools you use most. While the core features you rely on h...

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  • Budget to Actual Report Guide

    Our Budget vs. Actual report is designed to move beyond simple bookkeeping and into strategic oversight. This guide explains how our core calculations work and the logic behind these choices we’ve ...

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  • Understanding the Comparative Income Statement

    The Comparative Income Statement is a powerful tool designed to help you track your organization's financial health over time. By placing different periods side-by-side, you can easily identify tre...

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    • -4 votes