User

Perri

Member since
Total activity 20
Last activity
Following 0 users
Followed by 0 users
Votes 0
Subscriptions 0

Activity overview

Latest activity by Perri

  • Perri created an article,

    How to Start Using FACTS Management

    The accounting integration between FACTS Management and Aplos Software offers several notable benefits to educational institutions. By seamlessly connecting FACTS Management's administrative softwa...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Perri created an article,

    Importing Pledges

    If you have pledges you wish to import into Aplos instead of manually entering them, you can import them using an Excel template.  Step 1: Download The Pledge Import TemplateNavigate to the Pledges...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Perri created an article,

    ACH File Export

    How ACH File Exports WorkACH File Export makes payments through your bank faster by exporting a payments file in NACHA format for outstanding Accounts Payable. This pre-formatted file can then be u...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote
  • Perri created an article,

    Managing AplosPay Donations in Your Accounting

    Aplos offers multiple ways to collect payments or donations remotely: Online Forms, Website Widgets, Text to Give, Accounts Receivable, and Event Registrations. You can view and manage all processe...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Perri created an article,

    Payroll Clearing Register

    This is a process that allows Aplos users to input, or import, payroll entries and also ensure their register lines up with actual bank transactions. This is typically needed when Aplos customers a...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • -2 votes
  • Perri created an article,

    Account List: Setting up Accounts

    Within the different account types there are a few additional options and things to keep in mind. Let's go through each account type and the options they offer Setting Up FundsFunds are listed at t...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • -8 votes
  • Perri created an article,

    Donations by Household Report

    Once you've created your households, you can run contribution statements at the household level. This would take the donations recorded to each individual member of the household and generate a sin...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Perri created an article,

    Using Bill.com

    Bill.com eliminates the hassle of paying bills. Simply take a screenshot of your bill, upload it to their platform, and they handle the rest. They will either process payments electronically via AC...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes
  • Perri created an article,

    Gusto: Individual Employee Mapping

    By now, you've already set up your global mapping for importing payroll from Gusto. However, in some cases, you may need to assign a different account to a specific employee's salary or benefits th...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Perri created an article,

    Tracking Stock Donations and Sales in Aplos

    While organizations typically receive donations in the form of cash, every once in a while they may be given a non-cash item. In this article, we will go over how to properly record the donation of...

    • Perri
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote