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
Setting Up Your Chart Of Accounts
Your chart of accounts is the foundation of any accounting or bookkeeping system. We’ll show you how to set up a customized chart of accounts for your organization. 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 your chart of accounts with all of your funds. The categories you create will be tied to your transactions and shown on your reports. Go to your chart of accounts in Aplos. View the resource on setting up your chart of accounts.
- There are five different categories of accounts when it comes to accounting: assets, liabilities, income, expenses, and equity (fund balances).
- Track how money is coming in, moving through, and going out of your organization with fund accounting. Funds in Aplos are the categories that represent your donor-designated or self-designated balances, such as a general fund, building fund, or grant fund.
