Course Content
-
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
Setting Up Donation Purposes And Tracking Donations
Learn how to create and link donation purposes, and track donations in your accounting. 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.
- Purposes are used to track the different types of contributions your organization receives. Set up purposes for the donations you plan to accept. You can manually create your purposes or import them from another system, and then link them to your accounting, if desired. Go to your purposes in Aplos. View the resource for how to set up purposes.
- Once purposes are created, you can begin using them to record contributions and track them in your accounting. You can enter contributions manually or import them from another system. Go to your contributions in Aplos. View the resource on contributions.
- You can create batch deposits from multiple contributions. Go to your deposits in Aplos. View the resource on deposits.
