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Introductory Accounting

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June 28, 2022

Fundamentals of a bookkeeping system

Have you ever wondered if you made the right decision when handling a bookkeeping question?

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May 25, 2021

Fundamentals of accounts, funds, and tags

This session will help you understand the difference between accounts, funds, and tags and the benefits of each.

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October 7, 2021

Bookkeeping basics

We will take a deeper dive into how bookkeeping is intended to reflect the reality of your organization’s financials.

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March 8, 2022

Accounts payable basics

In this session, learn the basics of Accounts Payable so you can enter and pay bills.

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September 28, 2021

Accounts receivable basics

Learn the basics of Accounts Receivable so you can create and send invoices, receive payments, and prepare statements.

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August 26, 2020

Accounts payable and accounts receivable

In this session, your coach will review the basics of how to enter and pay bills, create and send invoices, receive payments for invoices online, and prepare statements.

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April 13, 2021

Expense reimbursements and prepaid card tracking

Organizations frequently have staff and volunteers make approved purchases, but that can create complications in your accounting system when processing expense reimbursements.

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May 24, 2022

Using PEX for expense management

Our new partner, PEX, will join us to give you all the answers you need to implement prepaid cards in your organization.

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April 5, 2022

Monthly and quarterly closing procedures

Join us as we review helpful tasks to complete at the end of each month and quarter to keep your bookkeeping up to date.

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January 18, 2022

Year-end closing checklist

Learn what you need to close your books at the end of the fiscal year. Hosted by Alex Acree, Head of the Customer Success Team.

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January 6, 2022

Compliance: 1099s in Aplos

The IRS Form 1099 is a required filing that is due on January 31. Get ready to create and generate your 1099s within Aplos. Hosted by Alex Acree, Head of Customer Success at Aplos.

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