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Accounting Setup

Set up your starting balances, chart of accounts, and account tags to customize financial reporting.
  • Quick Start Guide For Accounting And Finances

    We’re happy you are part of the Aplos family, and we are here to help you get started. Below are...
  • Setting Up Your Chart Of Accounts In Aplos

    Your chart of accounts is the backbone of your organization’s finances. Since every organization is different, your chart of accounts...
  • Setting Your Starting Balances

    After you have set up your chart of accounts in Aplos, the next step would be to input your starting...
  • Set Default Currency

    Note: This article is for use by Administrators or users who handle billing and invoices. 1. From your Dashboard, click...
  • Generating Reports In Aplos

    Aplos provides an easy-to-use reporting platform that allows you to quickly generate the reports you need to print, download, or...
  • Importing Accounts Payable Entries In Aplos

    The Accounts Payable import tool can assist with creating a batch of new payables or bills to save time with...
  • Importing Accounts Receivable Entries In Aplos

    The Accounts Receivable import tool can assist users who wish to create a large volume of new receivables, such as...
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