WePay Withdrawal Overview
Aplos automatically integrates the online donations you receive from your online forms in your WePay register. This builds the balance of your WePay account, which needs to be transferred to your checking or deposit account periodically to keep the balances correct. You are able to post these transfers manually or Aplos can build them for you.
If you have been using WePay with Aplos for a while and would like to use this feature, please consult this article to ensure your account is caught up.
How To Start An AplosPay Withdrawal From WePay
To start your withdrawals, select Fund Accounting from the navigation menu. Then click “Transactions” and “Registers.” Next, change your Account Register to your WePay Register. When in your WePay Register, click “AplosPay Withdrawals” to the right of the screen:
On this page you will see two tabs: Pending and Historic.
“Historic” will show all transfers between WePay and your deposit account. You can choose to unhide any of these to bring them back into pending, but please double-check to make sure they have not been recorded already.
“Pending” will show all transfers between WePay and your deposit account that are ready to be imported. Check the box next to a transfer, and then click “Import” or “Ignore.” “Import” will post the transfer between your WePay and deposit account in Aplos. “Ignore” will remove the transfer from this screen and add it to the Historic page. You can also click on a transfer to see what donations are included within it.
Items To Consider
A couple of things to keep in mind regarding this feature of Aplos:
- Aplos builds the transfers using recent donations correlating to actual WePay transfer amounts.
- These transfers should be split across the proper funds, but we will always recommend double-checking this to ensure your fund balances are correct.
- Your purposes must be linked to your accounting for the donations to properly post in the WePay register. If the donations are not properly posting in the WePay register, the transfers will be incomplete.
If you have any questions, please don’t hesitate to reach out to email@example.com.