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Assign Default GAU Allocations to a Campaign

🚀 Quickstart​

  1. Go to the Campaigns tab and open your billing campaign.
  2. Click Charge Template to define default GAU allocations.
  3. Add each charge: select the GAU, enter a description and amount, then click Save.
  4. Open the Billing Wizard and go to the Edit GAU Allocations page.
  5. Click Next, choose Default as the assignment method, and click Save.

Assign Default GAU Allocations to a Campaign

This guide shows how to set up default GAU (General Accounting Unit) allocations on a campaign and apply them to all campaign member accounts using the Billing Wizard.

Overview​

Billing campaigns are used to set up mass billing by applying GAU allocations as charge templates to the accounts of campaign members. This ensures each member’s account is billed consistently and accurately.

Prerequisites​

  • A billing campaign has been created.
  • You have permission to edit campaigns and add charge templates.
  • General Accounting Units (GAUs) are active and configured.

Step-by-Step Instructions​

1. Open the Campaign​

  1. Go to the Campaigns tab.
  2. Find and open the billing campaign you want to configure.

2. Add Default Charge Templates​

  1. On the campaign record, click the Charge Template button.
  2. For each fee you want to assign:
    • Click + New or the add icon.
    • Select a GAU from the General Accounting Unit field (e.g., “Preschool Lunch Fee”).
    • Enter a clear Description (e.g., “Preschool Lunch Fee 2025–2026”).
    • Specify the Amount (e.g., “1500”).
    • Click Save.
  3. Repeat this process for all charges you wish to apply (e.g., Extended Day, Materials).

3. Assign GAU Allocations to Campaign Members​

  1. Open the Billing Wizard from the campaign.
  2. Navigate to the Edit GAU Allocations page.
  3. Click Next to begin the assignment process.
  4. Select the Default assignment option to apply the predefined amounts to each campaign member.
  5. Click Save to complete the allocation.

Troubleshooting​

  • Missing GAU options: Ensure your GAUs are active and properly configured.
  • No charges applied to member accounts: Confirm members have been added to the campaign before assigning allocations.
  • Wrong or outdated charge amounts: Update the charge template and reapply allocations.