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Lessons include:
This is a quick introduction to the training course.
Learn how to set up a customized chart of accounts.
Learn how to enter transactions in your accounting, import transactions using bank integration, create recurring transactions, and track payroll with the help of our partner, Gusto.
Learn how to view and enter bills, and record payments in Accounts Payable. Learn how to use Accounts Receivable to create, print, and email invoices, and record payments.
Learn how to perform a bank reconciliation to make sure your books are accurate. Then learn how to use Period Close to lock down an accounting period.
Learn how to create a budget in Aplos to better steward your financial resources.
Learn how to create and link donation purposes, and track donations in your accounting.
Learn how to create donation forms and widgets so your organization can start accepting online giving. We will also go over how your organization can use Text to Give to accept donations.
Learn how online transactions are managed in the software. You’ll also see how to track your online donations in your accounting.
Learn how to generate reports and customize them for your organization.
Learn common tasks and best practices to manage people affiliated with your organization.
Learn about the various communication tools in Aplos and how to use them to reach the right people at the right time.
Learn how to manage events and registration in Aplos.
Learn how to manage your subscription, upgrade features, and customize your account.