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Apply Last Year's Billing Amounts

🚀 Quickstart​

  1. Go to the current year's General Accounting Unit record.
  2. Click Edit Prior Year General Accounting Unit.
  3. Set the Prior Year General Accounting Unit field to the corresponding GAU from the previous year.
  4. In the Mass Billing Wizard, choose Last Year from the GAU dropdown.
  5. Save and proceed with billing.

Apply Last Year’s Billing Amounts

This guide walks through how to link this year's billing GAU to last year's GAU so that mass billing can reuse the prior year’s totals.

Overview​

To reuse billing amounts from the previous year, your current GAU must be explicitly linked to last year’s GAU. This link enables the Mass Billing Wizard to apply charges using the total assessed from the previous year.

The amount used for each account is the total of the Assessed_Amount__c field across all invoices linked to the prior year GAU. This serves as the default charge when the "Last Year" option is selected in the Mass Billing Wizard.

If the prior year GAU is not set, the system will return an error and block billing.

Prerequisites​

  • You must have edit access to the General Accounting Unit object.
  • The GAU for last year must already exist and be associated with finalized invoices from the previous billing cycle.

Steps​

  1. Open the current GAU record
    Navigate to the General Accounting Unit for this year.

  2. Click “Edit Prior Year General Accounting Unit”

  3. Set the prior year link
    In the Prior Year General Accounting Unit field, select the GAU from last year.

  4. Click Save

  5. Go to the Mass Billing Wizard
    Open the Account Mass Billing Wizard tab in Salesforce.

  6. Select “Last Year” from the GAU options
    In the GAU dropdown, choose Last Year to load amounts based on prior year billing.

  7. Verify successful load
    If the prior year GAU is not set, an error will appear:
    “No Prior Year Designation set for GAU Allocation Id…”
    If this occurs, return to the GAU record and make sure the prior year is correctly configured.

  8. Click Save to apply and proceed with billing.

Troubleshooting​

  • Error Message: “No Prior Year Designation set for GAU Allocation Id…”
    → This means the prior year GAU has not been assigned. Return to the GAU record and set the Prior Year General Accounting Unit field.

  • Charge Templates Not Loading or Amount is $0
    → Confirm that last year’s GAU is associated with invoices that have values in the Assessed_Amount__c field.