GAU Allocations in Apsona’s Batch Gift Entry tool allow users to allocate portions of a gift to multiple General Accounting Units (GAUs). This feature is available only for organizations using Salesforce’s Nonprofit Success Pack (NPSP) and is not compatible with Nonprofit Cloud (NPC).
Setup Requirements:
The user’s Salesforce profile must have full Create, Read, Edit, and Delete (CRUD) access to:
General Accounting Unit
GAU Allocation
Payment (for Payment-level allocations)
“View All Custom Settings” must be enabled in the user’s profile under System Permissions (required for Payment-level Allocations).
Note: Apsona does not recognize permissions granted through Permission Sets—only those granted directly via the profile.
Go to Settings > Configurations.
Select or clone the default configuration.
Choose the relevant Salesforce profile from the "For profile" dropdown.
Move General Accounting Unit and GAU Allocation from the non-visible to the visible object list.
Click Next twice, then Save.
Go to the Batches menu > Configure.
Ensure “Show Fund Allocations” is checked.
Navigate to Settings > Clear cache after any configuration or permission changes to reflect updates.
Adding Additional Fields:
Fields must be included in both the Salesforce profile and the Apsona object configuration to appear in the Allocation pane.
Fields added via Set Columns will be visible in the Batch Item interface but won’t be included in exports unless added during initial batch field mapping.
Performing GAU Allocations:
Open All Batches via the Batches menu.
Create or edit a batch item.
Scroll to the Funds/Allocations pane at the bottom of the entry screen.
Add or modify fund allocations.
If the associated Opportunity has default allocations from a Campaign, they will be pre-filled and editable.
Upon committing the batch, the allocations will be saved in the NPSP’s GAU Allocation object.