To track all donations that go to a specific, designated fund, the consultant should create a GAU Allocation record for the designated fund. Here's how to set it up:
Create GAU Records:
Navigate to the App Launcher and search for "General Accounting Units".
Create a new GAU record for each designated fund.
Link Donations to GAUs:
When entering or importing donations (Opportunities), use the GAU Allocation section to allocate the donation amount to the relevant GAU.
Specify the amount or percentage of the donation that should be allocated to each GAU.
Set Up GAU Allocation:
In the Opportunity record, scroll to the GAU Allocations related list.
Click "New" to create a new GAU Allocation.
Select the appropriate GAU and enter the allocation amount.
Reporting on GAUs:
Create reports to track donations by GAU.
Use the GAU Allocation object in your report to filter and summarize donations by designated funds.
By using GAU Allocations, the nonprofit can effectively manage and report on restricted funds, ensuring that donations are tracked according to donor intent.
Reference:
Salesforce NPSP Documentation: General Accounting Units (GAUs)
Salesforce Trailhead: Manage General Accounting Units (GAUs)