GAU Allocations comes with a series of rollups that help you track the allocations you assign to your GAUs. You can find these GAU rollups by clicking the General Accounting Unit tab in Salesforce, and then selecting the GAU name. The rollups come with pre-defined settings that an admin can update as needed.
How to automate Gau allocation in Salesforce nonprofit Cloud?
Salesforce Nonprofit Cloud gives us a couple of ways to automate this by setting a default GAU which will automatically create an allocation for every opportunity -or- Setting up a mapping from Campaign to GAU so that if a donation is linked to a campaign, a GAU allocation will be automatically created to that GAU.
Which Gau should I use for default allocations?
NPSP comes with a standard GAU named General Fund. You can select the General Fund GAU as your default when you enable Default Allocations. Create a General Accounting Unit that you want to use for default allocations.
How do I create Gau allocations in NPSP?
NPSP automatically creates GAU Allocations for Opportunities when default GAUs are enabled in NPSP Settings and when you set a GAU Allocation on a Recurring Donation or a Campaign. You can also manually create Allocations through NPSP Data Import, Gift Entry, and Salesforce.org Elevate.
What is a Gau in nonprofit success pack?
A general accounting unit (GAU) in Nonprofit Success Pack (NPSP) is a way to designate funds for a specific use or meet restrictions set by a donor, grantmaker, governing agency, or the law. For example, you may have a GAU for gifts to a particular program or for a restricted-use grant.
What is the GAU allocations button?
When you assign allocations to a campaign, any opportunities or related payments created as part of that campaign will automatically receive those allocations. You use the Manage Allocations button on a campaign's GAU Allocations related list to create and manage allocations for your campaigns.
What is a GAU fund?
A GAU is a fund where you can account for money set aside for a specific use or to meet restrictions set by the donor, grant authority, governing agency, or required by law.
How to find GAU rollups?
You can find these GAU rollups by going to the App Launcher ( ) and finding and selecting General Accounting Units.
Does NMH have a GAU fund?
As such, it has a GAU fund allocated specifically for what they call “women's programs.”. Donors can designate part or all of their donation for this fund, knowing that their money will go specifically toward that purpose.
Can you use GAUs in multiple currencies?
The GAU allocations feature supports multiple currencies. You can set GAUs to any currency and rollup fields will respect the currency conversion of the aggregated allocations. Just remember that allocations inherit the currency of the opportunity, campaign, or recurring donation with which they are associated.
Create Your Own General Accounting Units
From the App Launcher ( ), search for and select General Accounting Units.
Update the Default General Accounting Unit
Set the Default General Accounting Unit to match the GAU that your org prefers to use.
Enable Payment Allocations
After you configure General Accounting Units, enable Payment Allocations.
How to find GAU allocations?
You can find these GAU rollups by clicking the General Accounting Unit tab in Salesforce, and then selecting the GAU name. The rollups come with pre-defined settings that an admin can update as needed.
What is a GAU for a non profit?
For example, a scholarship GAU is a fund allocated specifically for scholarships. Donors can designate part or all of their donation for the scholarship fund, knowing that their money will go specifically toward that purpose.
Can you change the currency of an allocation?
Changing the currency of an Opportunity, Campaign, or Recurring Donation will automatically change each allocation's currency. You cannot change an allocation's currency individually.
Can you use Salesforce to manage donations?
You can also use Salesforce Campaigns to manage a group of donations so that when you enter opportunities as a part of that Campaign, Salesforce allocates them to the defined GAUs at pre-determined percentages or dollar amounts.
Learning Objectives
Understand General Accounting Units and Allocations
- Many nonprofits use fund accounting and general accounting units (GAUs) to track donations. A GAU is a fund used to set money aside for a specific use or to meet restrictions set by the donor, grant authority, governing agency, or regulators. The GAU allocation features in Nonprofit Success Pack (NPSP) give you the ability to split gifts and revenu...
Manage Allocations For Opportunities
- NMH has a few campaigns to raise money for only its food pantry. As such, it has a GAU record named Food Pantry Programs. Donors can designate all or part of their donation to this fund, knowing their money will go toward only the food pantry. NMH Development Associate Sofia just created an opportunity record for a $100 donation from Candace Evans, who requested that 50…
Manage Allocations For Recurring Donations
- Creating allocations for recurring donations is similar to the process for one-time donations, except NPSP automatically assigns allocations to any opportunity or payment record created as part of that recurring donation. Like one-time donations, use the Manage Allocationsbutton on a recurring donation's GAU Allocations related list to create and manage allocations for your recur…
Manage Allocations For Campaigns
- When you assign allocations to a campaign, any opportunities or related payments created as part of that campaign will also automatically receive those allocations. As with individual opportunities and recurring donations, you use the Manage Allocationsbutton on a campaign's GAU Allocations related list to create and manage allocations. A few important things to remember about GAU all…
Review Allocation Rollups
- Each GAU record includes a series of rollup fields to help you track allocations. You can find these rollup fields by finding and selecting General Accounting Units in the App Launcher (). From the list view, select a GAU record to review. The GAU record contains rollup information from allocations assigned to opportunities (or possibly payments depending on your configuration) i…
Resources
- Documentation: Allocations Overview
- Video: NPSP How-To Series: Create or Modify GAU Allocations
- Documentation:Create Allocations for Recurring Donations
- Trailhead: Accounting Subledger for Nonprofits and Educational Institutions