Course Content
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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
Managing Donations
Learn how online transactions are managed in the software. You’ll also see how to track your online donations in your accounting. 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.
- Review all the donations your organization receives online. Go to your online donations in Aplos. View the resource for the Online Donations screen.
- Keep track of the recurring donations people have set up to give to your organization, disable or re-enable recurring giving based on a donor’s request, and set up notifications for new recurring donations or failed donations. Go to your recurring donations in Aplos. View the resource for recurring donations.
- When someone makes an online donation to your organization, it will appear as a contribution as well as an accounting deposit in Aplos. Review the details of those transactions in your register, on the Contributions screen, and on the Deposits screen. View the resource for the Contributions and Deposits screens.
- Automatically track online donations by linking them to your accounting and posting a withdrawal. Configure your accounting in Aplos. View the resource for online donation transactions.
