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
Creating Donation Forms And Widgets
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. Text to Give is an optional upgrade in Aplos. 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.
- Set up AplosPay to manage payment processing. Payments are processed by our trusted partner, Stripe. Go to the AplosPay Merchant Center in Aplos. View the resource for setting up AplosPay.
- Create and customize forms and/or widgets for online donations. Set up branding, required fields, purposes, default amounts, and giving options. Go to your online forms and widgets in Aplos. View the resource for online donations.
- People can log in to My Aplos, a secure online portal, to view their contributions or pledges, give additional contributions, and manage their recurring giving. Go to the My Aplos dashboard. View the resource for My Aplos.
- Set up Text to Give to allow people to send their gifts straight from their phones by texting your organization’s unique toll-free number. Go to your Text to Give in Aplos. View the resource on Text to Give.
