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Perri

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Recent activity by Perri

  • Pledges Overview

    Pledges are commitments made by potential donors stating that they plan to donate a set amount of money, either through a one-time donation or through installments over a period of time.   Aplos p...

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  • How To Start Using Gusto

    What Is Gusto? Gusto is an all-in-one payroll platform made for organizations like nonprofits and churches that don’t have a payroll background. Employees can also use it to manage some tasks on th...

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  • Budgeting by Tag

      With Advanced Budgeting, you can build a budget for each of your advanced tag layers and, subsequently, each tag, which means you can create a single budget and filter between each tag. Tags are...

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  • 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 Template   Navigate to t...

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  • Generate an individual contribution statement

    Individual contribution statements can be generated from a donor’s contact card in your Contact List.   To do this you'll go to your Contact List, then search for and select that contact. Next, cli...

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  • 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...

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  • 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...

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  • 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...

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  • Generate Bulk contribution statements for all donors

    You can generate contribution statements for all of your donors from the Donations by Contact report.  Be sure the date range at the top of the page is correct for the statements you'd like to gene...

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  • How To Add Off-Cycle Payruns

    An off-cycle pay run might be necessary for various reasons, such as when an employee leaves between pay periods or if there’s an error that needs correcting on a previous paycheck. If you process ...

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