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Set Up General Accounting Units for Allocations
Configure General Accounting Units to designate portions of gifts to multiple funds.
Allocations (sometimes referred to as designations) are used to designate portions of a donor's gift to multiple funds through General Accounting Units (GAUs). During setup, create GAUs for funds that are eligible to receive donations.
It's also very important that you edit your org's Default General Accounting Unit. GEM automatically assigns the Default General Accounting Unit to any Opportunity (and its Payments) that doesn't have Allocations.
- Create Your Own GAUs
Create a custom General Accounting Unit. - Update Default GAU
Set the default General Accounting Unit for your org.
Create Your Own GAUs
Create a custom General Accounting Unit.
To create a new GAU:
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From the App Launcher
, find and select General
Accounting Units. -
Click New.
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Give your GAU a name.
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Make sure Active is selected.
Don't worry about entering anything in the Allocation Information or Allocation Totals fields; NPSP fills these in automatically.
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Optionally, enter a Description.
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Click Save.
Update Default GAU
Set the default General Accounting Unit for your org.
Set the default GAU to match the GAU your org prefers to use.
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Go to the NPSP Settings tab.
Note If you don't see the NPSP Settings tab in your org, you can find it in the App Launcher. -
Click Donations, then click GAU Allocations.
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Click Edit.
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Under Default General Accounting Unit, select the name of the GAU that you want to receive all unallocated Payments.
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Click Save.
Or, you can simply rename the Default GAU record to something more descriptive for your institution.
