Aplos Features
What are the features of Aplos?
General Ledger
- Journal Entries
- Tags / Dimensions
- Audit Trail
Accounts Receivable
- Invoice Customization
- AR Automation
- Collections Automation
Accounts Payable
- AP Automation
- Payment Processing
- Purchase Orders
Administration
- User Dashboard
- Donor Profiles
- Reporting
- Customization
Donor Management
- Acknowledgments & Communications
Interoperability
- Fund Accounting
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General Ledger
Journal Entries | Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. 38 reviewers of Aplos have provided feedback on this feature. | 90% (Based on 38 reviews) | |
Tags / Dimensions | As reported in 34 Aplos reviews. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. | 88% (Based on 34 reviews) | |
Audit Trail | As reported in 34 Aplos reviews. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record | 91% (Based on 34 reviews) |
Accounts Receivable
Invoice Customization | The layout of the invoice template is fully customizable and you can add or remove fields. 22 reviewers of Aplos have provided feedback on this feature. | 78% (Based on 22 reviews) | |
AR Automation | Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. This feature was mentioned in 21 Aplos reviews. | 80% (Based on 21 reviews) | |
Collections Automation | The system automates the dunning process to help drive collections This feature was mentioned in 18 Aplos reviews. | 78% (Based on 18 reviews) |
Accounts Payable
AP Automation | As reported in 24 Aplos reviews. Steamlines data entry by auto populating recurring or predefined vendor values | 87% (Based on 24 reviews) | |
Payment Processing | As reported in 25 Aplos reviews. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | 83% (Based on 25 reviews) | |
Purchase Orders | Based on 19 Aplos reviews. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process | 69% (Based on 19 reviews) |
Administration
Reporting | Reports on various important data and metrics. | Not enough data | |
Interaction Tracking | The ability to track each interaction with donors and maintain a record of their giving history. | Not enough data | |
Automation | Tools to automate a variety of processes such as email marketing and emailing receipts. | Not enough data | |
Donor Profiles | Profiles for each donor including contact information, interaction history, and giving history. | Not enough data | |
User Dashboard | Allows users to customize their home page to display the information relevant to their role and tasks. This feature was mentioned in 18 Aplos reviews. | 89% (Based on 18 reviews) | |
Donor Profiles | Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. 17 reviewers of Aplos have provided feedback on this feature. | 90% (Based on 17 reviews) | |
Reporting | As reported in 18 Aplos reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. | 90% (Based on 18 reviews) | |
Templates | Provides standard templates for letters and emails and/or allows users to create their own. This feature was mentioned in 16 Aplos reviews. | 83% (Based on 16 reviews) | |
Customization | Creates custom fields to track information about donors or gifts that is specific to an organization. This feature was mentioned in 16 Aplos reviews. | 81% (Based on 16 reviews) |
Fundraising
Campaign Management | The ability to plan and execute fundraising campaigns based around specific goals. | Not enough data | |
Online Donation Portal | The ability to accept donations online via a website, social media, or mobile device. | Not enough data | |
Event Planning | Tools to plan fundraising events, including ticketing, registration, and attendance tracking. | Not enough data | |
Recurring Donations | The ability to set up recurring donations of a specific amount at a chosen interval. | Not enough data | |
Peer-to-peer Fundraising | The ability to create social media fundraising pages that are shareable and leverage social networks. | Not enough data | |
Mobile Capabilities | The ability to use mobile devices to collect in-person donations at an event or kiosk. | Not enough data |
Marketing
Email Marketing | Tools to create, customize, and send out mass marketing emails to specific donor groups. | Not enough data | |
Direct Mail Tools | Tools to create paper flyers and other mailings to be sent via direct mail. | Not enough data |
Donor Management
Moves Management | Tracks action steps and notes for each prospective donor in the donor pipeline. This feature was mentioned in 15 Aplos reviews. | 82% (Based on 15 reviews) | |
Pledge Tracking | Based on 15 Aplos reviews. Records gift pledges and updates remaining amount based on installments. | 72% (Based on 15 reviews) | |
E-Document Storage | Allows electronic files to be uploaded and stored within donor profiles. This feature was mentioned in 15 Aplos reviews. | 74% (Based on 15 reviews) | |
Acknowledgments & Communications | As reported in 16 Aplos reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. | 81% (Based on 16 reviews) |
Interoperability
Event Tracking | Stores event registration and ticketing information collected through online forms or manual data entry. 15 reviewers of Aplos have provided feedback on this feature. | 70% (Based on 15 reviews) | |
Gift Tracking | Based on 15 Aplos reviews. Downloads gift information from integrated fundraising tools into donor profiles. | 74% (Based on 15 reviews) | |
Fund Accounting | Based on 18 Aplos reviews. Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. | 96% (Based on 18 reviews) |
Constituent Management
Constituent Profiles | Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. | Not enough data | |
Online Portal | Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders. | Not enough data | |
Donor Communications | Enables gift acknowledgment and letter and electronic communications with constituents. | Not enough data |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. | Not enough data | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | Not enough data | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | Not enough data | |
Marketing ROI Analytics | Analyzes effectiveness of an organization's various marketing activities | Not enough data |
Workflow Automation
Donor Prospecting | Automates activities and reminders for each of your prospects to help move them along the donor pipeline. | Not enough data | |
Data Entry | Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. | Not enough data | |
Task Delegation | Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. | Not enough data |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. | Not enough data | |
Dashboards | Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) | Not enough data | |
Automated Reports | Allows users to schedule automated reports to be pulled at a specified day and time. | Not enough data |
Integrations
Accounting | Provides fund accounting support to track payments receivable and pending. | Not enough data | |
Fundraising | Supports online donation and event registration processing and imports fundraising data into records. | Not enough data | |
Grant Management | Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. | Not enough data |
Platform Customizations
Templates | Provides ready-made templates for simplified church website creation. | Not enough data | |
Drag and Drop | Allows users to drag-drop items and content to customize their church or ministry's site. | Not enough data | |
HTML Input | Permits HTML administration to input code to uniquely customize the website for the curch. | Not enough data | |
Domain Name | Offers the ability to purchase a unique domain name that can be related to the church. | Not enough data |
Platform Content
Communication Integrations | Allows for the integration of email, text and calls in their website for users to field communication within the church community. | Not enough data | |
Content Management | Manages church specific content such as blogs, sermons, marketing tools, newsletters, etc. | Not enough data | |
Church Specific Content | Provides the ability to create church specific features such as sermon sharing, donation giving, memebrship sign ups, worship schedules and more. | Not enough data | |
Permissions | Allows administrators to creatae role or password-based permission to ensure users see only what is what is allowed of them to see. | Not enough data |
Platform Support
Customer Support | Provides a built in ability for customer support in case website features do not work or if the website itself crashes. | Not enough data |