Course Content
-
Aplos Fundamentals
- Welcome To Aplos Fundamentals
- Setting Up Your Chart Of Accounts
- Entering Transactions
- Accounts Payable And Accounts Receivable
- Reconciling And Closing Your Books
- Creating A Budget
- Setting Up Donation Purposes And Tracking Donations
- Creating Donation Forms And Widgets
- Managing Donations
- Generating Reports
- Managing Your People Database
- Sending Letters, Emails, And Texts
- Event Registration
- Account Settings
Generating Reports
In this lesson, you will learn how to generate reports and customize them for your organization. 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.
Links to the specific areas of the software we will cover and resources from our Support Center are below if you want to learn more.
- Run financial reports for your organization, such as an Income Statement, Income Statement by Fund, Balance Sheet, Balance Sheet by Fund, and Budget to Actual (available with Aplos Core and Aplos Advanced Accounting). Go to your reports in Aplos. View the resource on generating reports.
- Email or print contribution statements for everyone who donates to your organization. Go to the Donations by Contact report or Donations by Household report in Aplos to prepare your statements. View the resource on generating contribution statements.
