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Oversight

If you manage multiple clients or organizations, here is how to manage using Aplos Oversight.
  • Using International Currencies in Aplos

    Using International Currency Aplos can be used in any country, and we even have different currency symbols that you can...
  • Period Close

    Period Close is a helpful feature that will allow you to lock down an accounting period. You may have reconciled...
  • Adding Organizations and Users to Oversight

    To sign up, go to Aplos.com and click Multiple Organizations at the bottom of the web page. This will take you to...
  • How to Create a Chart of Accounts in Oversight

    Before You Get Started It is important to know that once you create a Chart of Accounts (referred from now...
  • Setting Up An Oversight Account

    To set up an Oversight account, go to www.aplos.com/accountants, then click on the “Try it” button at the top of...
  • How To Add Roll-Up Reports & Exchange Rates

    Roll-Up Reports From your Oversight dashboard, you will see your list of organizations. You will need to checkmark the ‘Roll-up...
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