A finance associate needs to track specific funds associated with gifts from individuals and organizations.

To track specific funds associated with gifts from individuals and organizations in NPSP, the consultant should create General Accounting Unit (GAU) records for each of the funds and associate them with the Opportunity by GAU Allocation record amounts.

Steps:

Log in to Salesforce: Access the Salesforce org with NPSP installed.

Create GAU Records:

Navigate to the App Launcher and search for "General Accounting Units".

Click "New" to create a new GAU record for each fund.

Fill in the necessary details such as GAU Name, Description, and any other relevant information.

Save the GAU records.

Associate GAUs with Opportunities:

Navigate to the Opportunity related to the donation.

In the Opportunity record, find the "GAU Allocations" related list.

Click "New" to create a new GAU Allocation.

Select the appropriate GAU record from the lookup field.

Enter the allocation amount and any other necessary details.

Save the GAU Allocation record.

Reporting: Use standard or custom reports to track and report on GAU Allocations for reconciliation with the finance system.