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
Account Settings
In this lesson, we will walk through your account settings and show you how to manage your subscription, upgrade features, and customize your account. 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.
- Update your organization’s information and communication settings in Aplos, and add your logo.
- Add or change users associated with your Aplos subscription, and edit their role permissions.
- View and update your Aplos subscription, and add or remove additional features.
- Review the activity log in Aplos to monitor user activity and identify discrepancies.
- Use the email configuration to send emails through Aplos from a custom domain.
- Utilize the Filebox to upload receipts, images, or other documents.
- Link your account to one of our integrated partner apps. Go to the partner apps in Aplos. View the resources for our partners and integrations.
- Set up notifications for when specified fund or tag balances go over or under a certain amount. Notifications are an optional upgrade in Aplos. View your subscription. Go to your balance notifications in Aplos. View the resource on balance notifications.
- If you have any more questions as you get started with your Aplos subscription, check out the Support Center.
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Event Registration
