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Creating an additional General Accounting Unit (GAU)How to split an allocation between multiple GAUs on one Opportunity How to find information related to a specific GAU.
Training Documentation
A General Accounting Unit (GAU) is a feature that allows FSHA to categorize and manage funds received from donations and grants according to specific purposes or projects. This helps allocate resources accurately, track the financial health of various programs, and ensure compliance with donor restrictions, thereby enhancing financial transparency and accountability. To create a new designated giving category, follow the steps below.
In the case when a donor wants to make a single donation designated to multiple projects, Salesforce can handle this with ease by splitting the allocation across multiple GAUs.
It is not enough to assign opportunities to GAUs. Knowing the total allocations for a GAU is crucial for nonprofits to ensure accurate budgeting and financial planning, as it provides a clear picture of available resources for specific projects or purposes.
Additionally, being able to find which opportunities are tied to a specific GAU is important for tracking the source and use of funds, ensuring compliance with donor restrictions, and providing detailed reporting to stakeholders, which ultimately supports transparent fund management and effective donor cultivation.
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