Aplos Not for Profit Accounting Software

Aplos Not for Profit Accounting Software

Aplos Not for Profit Accounting Software

Learn to use Aplos, a software specifically designed for Not for Profit Organizations, from a practicing CPA

Language: english

Note: 4.1/5 (25 notes) 22,448 students

Instructor(s): Robert (Bob) Steele

Last update: 2020-04-09

What you’ll learn

  • How to set up Aplos, accounting software designed for Not for Profit Organizations
  • How to use free resources to optimize learning
  • How to use fund and tag tracking to generate Not for Profit reports
  • How to enter and track restricted resources
  • How to enter month end adjusting entries
  • How to allocate expenses to programs and administrative categories
  • How to record net assets released from restriction
  • How to generate, analyze, memorize, & export to Excel financial reports

 

Requirements

  • None – Aplos generally has a free 15 day trial (great tool for us)

 

Description

Learners will understand how to set up Aplos, software specifically designed for Not for Profit Organizations.

The course will show how to use free resources to optimize learning.

We will demonstrate the use of funds and tags to generate Not for Profit reports.

The course will demonstrate how to enter and track restricted resources.

We will enter month end adjusting entries.

Learners will see how to allocate expenses to programs and administrative categories.

We will record net assets released from restriction.

The course will show how to generate, analyze, memorize, & export to Excel financial reports.

 

Who this course is for

  • Anybody how wants to learn Not for Profit accounting in a practical way

 

Course content

  • Introduction
    • 105 Aplos – Set Up Free Trial
    • Documents To Download
  • Turn On Class Tracking Feature and Add Classes
    • 120 Set up Funds & Tags
    • 121 Fund Raising Purposes
  • Record Donations & Pledges
    • 125 Office Space Donated
    • 130 Cash Donation
  • Enter Pledges & Track Restricted Items
    • 135 Pledge
    • 140 Government Grants
    • 145 Salaries Expense
    • 150 Donor Pledge for Construction Project
  • Purchase & Donation of Fixed Assets & Recording Expenses
    • 155 Donation & Purchase of Furniture
    • 160 Month End Expenses Part 1
    • 162 Month End Expenses Part 2
  • Enter Month End Adjusting Entries
    • 165 Adjusting Entries
  • Allocation of Expenses Using Classes
    • 170 Allocate Expenses to Categories Par 1
    • 171 Allocate Expenses to Categories Part 2
  • Recording Net Assets Released from Restriction & Closing Process
    • 172 Net Assets Released From Restriction
    • 175 Closing Entries
  • Generating and Analyzing Financial Statements
    • 185 Statement of Activities Formatting
    • 186 Statement of Activities Export
    • 187 Expenses by Nature & Function
    • 190 Restricted Net Asset Detail Report
    • 192 Format Statement of Financial Position
    • 194 Statement of Financial Position
  • Example Problem In Excel
    • 14nn Not-For-Profit Part 1 Transactions
    • 14nn Not-For-Profit Part 2 Expense Allocation
    • 14nn Not-For-Profit Part 3 Closing Entries
    • 14nn Not-For-Profit Part 4 Statement of Financial Position
    • 14nn Not-For-Profit Part 5 Statement of Activities
    • 14nn Not-For-Profit Part 6 Statement of Cash Flows
    • 14nn Not-For-Profit Part 7 Reporting of Expenses by Nature and Function

 

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