Managing Accounting In Aplos

Managing Accounting In Aplos

Course Content

Total learning: 10 lessons Time: 6 hours

This course is for those who are involved with the accounting, bookkeeping, and financial reporting in your organization. Whether you are new to accounting or you just need a refresher, this course will provide an overview of accounting, budgeting, and reporting, as well as best practices for how to use the various features in Aplos. If you don’t already have an Aplos account, start a free trial so you can follow along while you learn.

Lessons include:

Fundamentals Of Accounts, Funds, And Tags

Learn when and how to use accounts, funds, and tags in Aplos, and how to best organize your accounts to accomplish your reporting needs.

Setting Up Your Accounting

Learn how to set up the fund accounting for your organization and how to start accepting donations in Aplos.

Bookkeeping Basics

Learn basic bookkeeping techniques, tips, and best practices.

Accounts Payable And Accounts Receivable

Learn the basics of Accounts Payable and Accounts Receivable, and how to record them in Aplos.

Online Donation Management

Learn how to utilize online donation tools in Aplos and how online transactions are managed in the software. You’ll also see how to track your online donations in your accounting.

Tracking Liabilities, Mortgages, And Credit Cards

Learn the most common liabilities you may need to track in your accounting, and how to set up liabilities in your account structure and registers.

Tracking Fixed Assets

Learn about asset management and how to track fixed assets to demonstrate accountability in your organization.

Tracking Payroll In Your Accounting

Learn the common payroll entries you will need to post and how to track payroll in Aplos if you are using our partner, Gusto.

Intro To Financial Reports

Learn how your financial reports provide you with the information you need to make quality decisions for your organization.

Advanced Reporting: Financial Reporting Using Tags

Learn how to create and use accounting tags for granular reporting so you can get better insight into the financial health of your organization.