Managing Accounting In Aplos

Managing Accounting In Aplos

Course Content

Total learning: 17 lessons Time: 65 minutes

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:

Accounting Setup

  • Setting Up Your Chart Of Accounts And Funds
    Learn how to set up your chart of accounts and create your funds in Aplos.
  • Setting Your Starting Balances
    Learn which accounts need starting balances and how to set the starting balances for your accounts.
  • Setting Up Accounting Tags
    Learn how to create accounting tags that allow you to further categorize your transactions in order to see more detailed information on your reports.

Accounting Basics

  • Entering Transactions In Your Account Register
    Learn how to enter deposits and payments in your account register.
  • Entering Transactions Using Journal Entries
    Learn how to enter transactions using the journal entry screen.
  • Setting Up Bank Integration
    Learn how to set up bank integration to import transactions directly into Aplos.
  • Accounts Payable
    Learn the basics of Accounts Payable and how to track your bills in Aplos.
  • Accounts Receivable
    Learn the basics of Accounts Receivable and manage invoices in Aplos.
  • Reconciling And Closing Your Books
    Learn how to identify any discrepancies in your books by performing a bank reconciliation, and lock down an accounting period so changes can no longer be made.
  • Managing Donations
    Learn how to track both online and offline gifts, and easily generate contribution statements for individuals or households.

Financial Reporting

  • Generating Financial Reports
    Learn how your financial reports provide you with the information you need to make quality decisions for your organization.
  • Creating Budget Reports
    Learn how to create budgets for your various accounts, and run budget reports to see if your spending and revenue are matching your goals.
  • Advanced Reporting Using Accounting 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.

Other Common Accounting Tasks

  • Tracking Mortgages, Liabilities, 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 how to track payroll expenses and liabilities using journal entries or an account register.