Using Aplos

Import transactions

• If done weekly or close to it this is really fast

• Open aplos.com

• Click "Log In" in the top right-hand corner

• Log in with adam@cubridge.church

• Click "FUND ACCOUNTING" in the top center of the page

• Hover over "Transactions"

• Select "Bank Integration"

• Under "Source" on the left click "RETRIEVE TRANSACTIONS"

• Select the transaction Account in the middle column

  1. Most deposits are "Tithe Income"

  2. $575 is usually "Rent"

  3. most restaurant expenses are "Food/Catering"

  4. Most web products like Planning Center have a category named for them

  5. Marketing is for things to advertise the church

  6. Print materials are things like shirts

  7. Things for the kids usually fall under "General Supplies"

  8. The women's bible study has its own category

  9. Anything for the coffee center goes under "Coffee"

• Select the "Fund", most things are "General Operating Fund" except kid's stuff

• Click "Import"

Link receipts to transactions

• Click on "FUND ACCOUNTING"

• Hover over "Transactions" and click "Registers"

• Select the desired transaction

• Click the paperclip on the right side just above the Submit/Cancel buttons

• Click "CHOOSE FILE"

• Select the file from the computer

• Click "ATTACH"

• Click "SUBMIT"