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Perri

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Articles

Recent activity by Perri

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 5 votes
  • 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 ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Accounting Tags

    What are Tags? Aplos Tags are an optional, powerful add-on feature that extends the capabilities of your chart of accounts and fund accounting structure. They are designed to give you further categ...

    • Updated
    • 2 followers
    • 0 comments
    • 1 vote
  • Bill Pay: Banking Center Setup Guide

    How to Set up the Banking Center and Manage Your Stripe Account With Aplos, your organization can securely process and send ACH payments to pay your bills online within Aplos. These payments are pr...

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    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Accounts Receivable Overview

    The Accounts Receivable screen of Transactions allows you to create and track invoices you need to issue. From here, you can quickly create a customizable invoice, record payments received on the i...

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    • 1 follower
    • 0 comments
    • -4 votes
  • 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...

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    • 1 follower
    • 0 comments
    • -1 votes
  • 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...

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    • 1 follower
    • 0 comments
    • 1 vote
  • Tracking Payroll In Aplos

    This article goes over how to manually enter your payroll information in Aplos. If you're looking for a payroll solution, Aplos works with Gusto. With this partnership, you can process payroll and...

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    • 1 follower
    • 0 comments
    • 2 votes
  • How to Track Petty Cash

    What is Petty Cash? Petty cash is an accessible store of money to be spent on small expenditures. While each expense won't show up on your bank statement, you do need to still track it in your acco...

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    • 1 follower
    • 0 comments
    • 2 votes