A specialized financial platform for nonprofits and churches can be a dynamic tool for your clients, especially with the assistance of a trusted accountant to advise them. Therefore, this webinar serves as an in-depth guide for using Aplos to manage your clients. We’ll discuss setup, customized reporting, client management options, and more. This session is ideal for professional accountants and bookkeepers who are considering managing clients in Aplos. It also helps to have at least a basic understanding of fund accounting principles and bookkeeping tasks.
- Look at Aplos as a specialized solution for nonprofits and clients, and a management platform available for professional accountants and bookkeepers.
- Review common chart of accounts structures for nonprofit and churches. Understand customization and administration options for streamlined chart of accounts setup and roll-up reporting.
- Gain advanced knowledge to implement dimensional reporting using tags. Create popular customizations for specialized nonprofit financial reporting, including generating a Form 990 report.
- Understand how to improve efficiency, including time tracking, task tracking, currency conversion, importers, automated transactions, and allocations.
Alex Acree, Head of the Customer Services Department of Aplos Software, has worked with hundreds of nonprofits and churches to set up their accounts and build the reports they require. He will give a detailed lesson on how to accomplish this for your nonprofit and church clients.
CPE Credit Eligibility Statement
Standards for CPE Program Presentation
Instructional delivery methods: Group Internet Based
Field of Study Category: Computer Software & App
CPE Credit: 2 credits
Program level: Basic
Advance preparation: None required
Program Content Updated: 1/15/18
Aplos Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. You can submit any complaints regarding registered sponsors to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Requirements for CPE Credit
Continuing education credits for webinars delivered in real-time can only be awarded to participants who have registered for and are logged in to the webinar as themselves, participated during the webinar, and submitted the evaluation form upon webinar completion. In the event of a technical failure where these requirements are not met, CPE credit will not be issued.
If registered attendees have complaints or concerns about the webinar or their CPE certificate, submit these inquiries to the Aplos education coordinator at email@example.com. Responses to complaints or concerns by registered attendees will occur within three business days.
In the event of any date or time scheduling changes or cancellations made to a webinar, all registered attendees will receive an email prior to the time of the webinar.
All group internet-based courses are offered at no charge, so they are not eligible for exchange for cash value or refund.