Video library
June 28, 2022
Have you ever wondered if you made the right decision when handling a bookkeeping question?
May 25, 2021
This session will help you understand the difference between accounts, funds, and tags and the benefits of each.
October 7, 2021
We will take a deeper dive into how bookkeeping is intended to reflect the reality of your organization’s financials.
March 8, 2022
In this session, learn the basics of Accounts Payable so you can enter and pay bills.
September 28, 2021
Learn the basics of Accounts Receivable so you can create and send invoices, receive payments, and prepare statements.
August 26, 2020
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.
April 13, 2021
Organizations frequently have staff and volunteers make approved purchases, but that can create complications in your accounting system when processing expense reimbursements.
May 24, 2022
Our new partner, PEX, will join us to give you all the answers you need to implement prepaid cards in your organization.
April 5, 2022
Join us as we review helpful tasks to complete at the end of each month and quarter to keep your bookkeeping up to date.
January 18, 2022
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.
January 6, 2022
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.
September 21, 2021
Aplos offers an array of features that you can use to maximize your account. Join us as we walk through Aplos’ advanced accounting features.
June 24, 2021
There are times when it is best to enter certain transactions as journal entries rather than in a register.
July 20, 2021
Using a journal entry allows for even the most complex financial situations, which makes it a powerful accounting tool that can help you keep your books balanced.
September 15, 2022
Join us for our webinar introducing you to our new feature, Bill Pay! With Bill Pay, you can review and approve expenditures for your organization.
June 16, 2022
Join us for our webinar introducing you to our new feature, Bill Pay! With Bill Pay, you can review and approve expenditures for your organization.
April 14, 2022
Receiving a grant can be a great opportunity for nonprofits. But what happens after your organization is awarded a grant?
June 15, 2021
Payroll can be tricky to ensure your salary, withholdings, and tax payments are logged correctly in your bookkeeping.
June 3, 2021
Review the most common liabilities you may need to track in your accounting.
September 3, 2020
Whether your organization is large or small, it likely has some fixed assets. Therefore, it’s important to know the requirements for tracking those assets.
July 29, 2021
A financial audit can feel intimidating, but reviewing your financial reports is an important process to verify that your organization is following accounting best practices, and demonstrating financial stewardship and health.
January 18, 2018
A key difference in for-profit and nonprofit accounting is the concept of fund accounting, which focuses on transparency rather than profitability.
May 18, 2021
Financial statements are an overview of your accounting. They provide you the information you need to make quality decisions for your organization.
February 8, 2022
Every organization undergoes changes, and they often occur at the beginning of the fiscal year.
November 2, 2021
If you are hoping to get better insight into the financial health of your programs, locations, or departments, join this coaching session for an overview on how to create and use accounting tags.
August 31, 2021
You likely view your Income Statement and Balance Sheet regularly, but there are many other financial reports that can provide valuable information to help you manage your organization.
March 4, 2021
One of the more complicated and nuanced topics for Aplos customers is that of multisite fund accounting.
April 29, 2021
Learn how to review your financial reports at the end of a quarter to monitor your organization’s financial health.
January 5, 2021
Learn how to review your financial information and financial reports as you complete your fiscal year.
April 15, 2020
Who is eligible to file
Information you will need
The Process to E-file your 990EZ in Aplos
April 15, 2020
Who is eligible to file
Information you will need
The Process to E-file your 990N in Aplos
March 17, 2020
Join CPA and Aplos accounting expert, Alex Acree, for our recorded webinar which will go over the essential reports your nonprofit needs, as well as the fundamentals of fund accounting.
February 10, 2021
Raising the funds to meet the mission and ministry needs of churches is becoming increasingly more challenging.
May 4, 2021
Learn how to monitor the financial health of your church with metrics that fit your church’s mission.
March 3, 2021
One of the more complicated and nuanced topics for Aplos customers is that of multisite fund accounting.
March 10, 2020
Join CPA and Aplos accounting expert, Alex Acree, for our recorded webinar which goes over the essential reports your church needs, as well as the fundamentals of fund accounting.
June 10, 2020
Walk through the basics on how to create and manage your budget in Aplos and review your budget to actual financial reports.
October 19, 2020
Preparing for the new year also means preparing a new budget. Learn different budget types and how to develop your organization’s budget.
February 16, 2021
Learn how to build and import your next budget, make a budget for a specific fund, and break out your organization’s budget across departments, ministries, or locations—all with Advanced Budgeting.
June 15, 2020
Now is the perfect time to review your financial position and update your budget so you end the year in a healthy position. We will look at some budgeting best practices so you can grow your skills in budget management and review your financial reporting.
November 9, 2021
Making a budget is a great planning tool for the next year, but it can also be a practical financial report that helps you track your progress. In this webinar, we will cover the basics for how to create your budget in Aplos and review your Budget to Actual financial reports.
October 13, 2021
It takes a lot of time, energy, effort, and planning to organize events, but they can bring in needed money and support for your organization.
July 7, 2017
Many nonprofits view the thank you letter to donors as no more than a tax receipt. Strong nonprofits, however, recognize the donor acknowledgment letter as a critical component of the stewardship phase of the fundraising lifecycle.
June 7, 2018
Monthly giving is considered one of the holy grails of fundraising. Imagine having a program in place where donors send you a monthly check.
January 11, 2019
Nonprofits spend large sums of money acquiring new donors, yet they tend to lose more than they keep.
November 15, 2022
Learn how you can monitor your online donations, help your donors manage their gifts, and track online donations in your accounting for accurate financial statements.
June 22, 2021
Review how you can monitor your online donations, help your donors manage their gifts, and track online donations in accounting for accurate financial statements.
June 8, 2020
In this session we will walk through how to use purposes, tips to make donation entry faster, and how to create a deposit for your accounting. We will also cover common tasks like pledge statements, in-kind gifts, and sending giving statements.
January 13, 2022
Giving statements are due on January 31. Learn how to generate contribution statements for your donors using Aplos.
September 14, 2021
Join this coaching session so you will have a plan in place for managing your pledges, tracking their fulfillment, and making it simple for donors to give toward their pledge.
February 9, 2022
In this session, we will walk through how to use purposes, provide tips to make donation entry faster, and show you how to create a deposit for your accounting.
May 18, 2020
Your people database is the backbone of your organization, so it is essential you take a little time before your fall initiatives to import your newest contacts, remove duplicates, and verify that addresses are up to date.
May 18, 2020
Keeping your people connected is a key element of church management. In this coaching session we will review three common ways churches use Groups and Teams.
March 24, 2022
Join us as we walk through the basics of church event registration, selling tickets, and utilizing customizable options to capture the information you need at your next event, whether it is virtual or in person.
August 25, 2022
Mike Santiago, Lead Pastor of Focus Church and founder of break200.com, will join us to share what you’ll need to have in place so your church can grow, particularly if you are looking to break the 200-person weekly attendance barrier.
August 24, 2021
Pastors have unique options that can add complexity to running payroll, withholding taxes, and tax planning. Alex Acree and Jeff Bergman will start with the basics and walk through an overview so you know what to expect and what to ask your accountant.
March 28, 2018
There is a big difference between pastors and typical employees, which leaves many stuck with a large amount due on tax day. This webinar explores the fundamentals of pastoral taxation, the most common mistakes made, and some tips to help pastors know how to ensure theirs are done correctly.
September 3, 2020
Walk through some of the most popular digital tools in Aplos that churches are using for their services and events.
August 23, 2022
Dan Kimball, nonprofit consultant and fundraising expert, joins us to share five essential strategies to help make your next event a success.
June 10, 2021
Join us for a quick walk through of the online giving tools in Aplos with a tutorial on steps to get started, customize your donation form, and start sharing it with your supporters.
February 9, 2021
For many nonprofit organizations, raising money can be one of the most challenging issues they face. Finding the donors and the dollars to advance your mission and grow your organization requires planning and follow-through.
October 13, 2021
Online event registration makes it simple to manage sign-ups for any event. Join us as we discuss how to create your next event in Aplos so you can capture the information you need, sell tickets, and start collecting registrations.
September 24, 2020
Don’t miss out on a donation just because your donation form wasn’t optimized. We will walk through the best practices to keep in mind to ensure you build trust with your donors as you launch your campaigns.
March 31, 2020
Walk through the basics of how Text to Give works and what your supporters will see when they start to give. We will also show you how you can successfully launch your Text to Give for your next campaign.
December 14, 2021
You have inspired your donors by your mission, so make sure year-end giving is a breeze for them. We will walk through best practices to keep in mind to ensure that you build trust with your donors while making year-end giving quick and simple.
October 27, 2021
Preparing ahead can help your organization maximize its impact on Giving Tuesday. Learn what you need to get started, along with tips and tools to make your campaign more successful.
September 17, 2020
While COVID-19 is causing in-person events to be canceled, your fundraising campaign doesn’t need to be. Get some inspiration from organizations that are going digital with their fundraising efforts, and review some of the tools you can use to launch your next campaign.
December 14, 2021
Maximize your fundraising campaigns by reaching the right donors with the most relevant message. We will walk through how to build the most successful donor lists and the strategies you can use to thank your donors, engage them, and ask for donations.
August 28, 2017
Join us as Jay Frost shares some of the best ways to build a major gifts program that is right for you and your donors. Recognized as one of “America’s Top 25 Fundraising Experts,” Jay has worked with thousands of organizations to identify billions in support over the last 30 years. Find out how you can take your major gift fundraising effort to the next level.
October 21, 2021
Encourage generosity in your congregation with easy-to-find giving options. Lower the stress on your staff during the final weeks of the year by planning ahead for year-end giving.
April 15, 2020
Join us for a quick walkthrough of the online giving tools for churches in Aplos with a tutorial on steps to get started, customize your donation form, and start sharing it with your supporters. We will also walk through how to launch Text to Give for mobile giving.
September 10, 2020
Walk through the essential steps your church can follow to successfully launch digital giving so your people can continue to give tithes and offerings with confidence from their phones, tablets, or computers.
April 15, 2020
Walk through the basics of how Text to Give works and what your supporters will see when they start to give. We will also show you how you can successfully launch your Text to Give during your service.
April 28, 2022
We will discuss how to create a letter template with dynamic fields for a mailer, prepare your mailing list, and improve the success of your mailing.
May 17, 2022
Whether you have to make an important decision for your organization or simply create an additional way to touch base outside of meetings, the Groups & Teams tool can help you create and manage groups of people within Aplos.
October 6, 2021
We will learn how to create a letter template with dynamic fields for a mailer, prepare your mailing list, and improve the success of your mailing. We will also cover how to build email campaigns for a custom list of people or send an email to an individual.
July 15, 2020
Whether your next event is socially distant or virtual, we will walk through how to manage registrations, track your event participants in your database, send reminders to your attendees through email or text, and use check-in.
August 25, 2021
We will walk through best practices and show you the steps you can take to build a dynamic website that showcases your organization’s mission, giving options, and important programs. No coding experience is required.
August 26, 2021
You have a number of communication tools available, so learn how to use them to reach the right people at the right time. You will learn how to create a letter template with dynamic fields for a mailer, prepare your mailing list, and improve the success of your mailing.
May 11, 2022
Bulk Texting allows you to communicate important information with your people when you need to make sure a message is seen right away and won’t get lost in an email inbox.
September 29, 2020
Review on how making your year-end campaign letters and emails are more important than ever. Make sure your communication catches the attention of your supporters, tells your story, and inspires them to action.
December 15, 2020
Your people database is the backbone of your organization, so it is essential you take a little time before your next campaign to import your newest contacts, remove duplicates, and verify that addresses are up to date.
November 17, 2021
Your people database is the backbone of your organization, so it is essential that you take a little time before sending contribution statements to import your newest contacts, merge duplicates, and verify that addresses are up to date.
August 27, 2020
Maximize your fall fundraising campaigns by reaching the right donors with the most relevant messages. We will walk through how to build the most successful donor lists, and the strategies you can use to thank donors, engage them, and ask for donations.
March 21, 2022
If you’re considering Aplos as the software solution for your nonprofit or church, then this is a great place to start! During this tour, we’ll go over features at a high level so you can understand how Aplos can help simplify your tasks.
October 27, 2021
Switching to a new accounting system may sound daunting, but it doesn’t have to be. Members of our implementation team will walk through the key areas of an accounting system that you will want to set up so you can start fresh in Aplos for a new fiscal year.
December 16, 2021
Switching to a new accounting system may sound daunting, but it doesn’t have to be. We will walk through the key areas of an accounting system that you will want to set up so you can start fresh in Aplos for a new fiscal year.
April 15, 2020
For those who have recently started with Aplos, this is a great place to learn the basics of what to set up first in your account. During this tour, we’ll go over Aplos Getting Started Checklist at a high level so you can understand the areas you’ll want to tackle first within your Aplos account.
June 17, 2021
January is a busy time of year, so it can be tough to wrap up your finances and switch to a new system at the same time. However, switching mid-year is easier than you think.
March 17, 2021
Your organization has various roles with varying responsibilities. Aplos makes it easy to customize user roles so people have access to the parts of the software that are relevant to each role. Join us as we explore how you can create custom user roles.
March 2, 2022
You have inspired your people with your mission, so make sure giving is a breeze. We will walk through best practices for you to keep in mind to ensure you build trust with your people and make giving quick and simple.
October 30, 2020
Our payroll partner, Gusto, will join us to give you all the answers you need to make the switch to a new payroll system.
September 1, 2016
Is your board equipped to help your nonprofit accomplish its goals? Are there talent gaps you need to fill? During this webinar, you will learn how to find, recruit, and train board members with the skills your organization needs.
June 7, 2018
One of the primary roles of a nonprofit board of directors is to provide fiscal oversight for the organizations they serve. However, there are different approaches to financial oversight by boards.
April 15, 2020
Únase a nosotros mientras proveemos una revisión detallada de las técnicas básicas de contabilidad, consejos y mejores prácticas. Vamos a profundizar en cómo la contabilidad está destinada a reflejar la realidad de las finanzas de su organización.
March 27, 2020
Acompáñenos para una demostración rápida de las herramientas de donación y donación móbil (Text to Give) en Aplos.
Get helpful resources on nonprofit or faith-based management, accounting, budgeting, fundraising, and more.