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  2. Using Aplos
  3. Donations
  4. Purposes in Aplos
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  2. Getting Started
  3. Purposes in Aplos
  1. Home
  2. Using Aplos
  3. Purposes in Aplos
  1. Home
  2. Donor Management
  3. Purposes in Aplos

Purposes in Aplos

Purposes are used to track the different types or categories of donations that you receive. If needed or desired, you can set up Purposes to be linked to an income account and fund so that the donations you record can also be linked to your Accounting. You can set up as many Purposes as you need.

Managing Purposes:

Purposes are a way of keeping track of donations in Aplos. To manage your organization’s Purposes, log in and click Donations and then Purposes.

A Purpose is a way your organization receives money through donations. You will want to create a Purpose for every way you will be receiving a donation, for instance Missions, General, Building, In-Kind, Fundraiser, etc.

You can see and manage your Purposes from this screen, as well as donation details for each. Click the green + button to create a new Purpose for your organization.

Once a Purpose is created you can begin using them to record donations. Either assign a Purpose to an online form, or select it when manually entering donations.

Accounting Integration:

Purposes are unique to Aplos Donor Management. If you also decide to use Aplos Accounting for your organization, you can assign an income account, fund, and custom tag to a Purpose so that it automatically integrates with your accounting records when used. Of course you can also choose to leave these un-integrated, so that they will not automatically post into your Accounting records.

When creating a new purpose, or editing an existing, simply assign an income account, fund, and a tag (if applicable) to the Purpose and click ‘Save’. This will ensure that any donation recorded using this Purpose will also post as a deposit in your Accounting records.

When viewing your Purposes, there will be a link icon indicating the Purpose has been linked to Accounting.

Updated on December 17, 2019

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