In this lesson, we will walk through how to track your donations in Aplos and generate the donation reports your organization needs. For best results, log in to your account in a separate window and follow along. Don’t have an account yet? Start a free trial.
Topics we will cover include:
Purposes are used to track the different types of contributions your organization receives. Once they are created, you can begin using them to record contributions. You can manually create your purposes or import them from another system. Go to your purposes in Aplos. View the resource on purposes.
Enter contributions and track them in your accounting. You can enter them manually or import them from another system. Go to your contributions in Aplos. View the resource on contributions.
Create batch deposits from multiple contributions. Go to your deposits in Aplos. View the resource on deposits.
Enter pledges and record payments so people can give a set amount of money through installments over a period of time. Go to your pledges in Aplos. View the resource on creating pledges.
- My Aplos
See what it looks like when people log in to Aplos to view their contributions or pledges, make changes, or give additional contributions. Go to My Aplos. View the resource for My Aplos.
- Donation Reports
Generate donation reports, including Contributions by Purpose, Pledges by Contact to send pledge statements, and Donations by Contact or Household to send contribution statements. Go to your reports in Aplos. View the resource for generating reports.