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Bulk Add or Remove Draft GAU Allocations for Multiple Accounts

🚀 Quickstart​

  1. Open the relevant Billing Campaign
  2. Click Billing Wizard and select the accounts to update
  3. Click Edit GAU Allocations
  4. Remove any default allocations if needed
  5. Click Add New GAU Allocation and apply new amounts
  6. Click Confirm and Proceed to finalize

Bulk Add or Remove Draft GAU Allocations for Multiple Accounts

Use this process to modify how multiple accounts are billed — starting from a shared billing template but customizing GAU allocations for a subset. Common use cases include assigning alternate fees or programs to specific account groups.

Overview​

Billing campaigns are used to set up mass billing by applying GAU allocations as charge templates to the accounts of campaign members. The GAU Allocation Editor allows you to override or customize these allocations in bulk — before generating charges.

This is especially useful when billing different groups for different purposes while starting from the same base campaign.

Prerequisites​

  • A billing campaign has been created
  • Accounts have been added as Campaign Members
  • You have access to the Mass Billing Wizard

Steps​

1. Open the Billing Campaign​

  • Navigate to the Campaigns tab
  • Open the billing campaign you want to modify

2. Launch the Billing Wizard​

  • Click Billing Wizard
  • Select the subset of accounts you want to update

3. Open the GAU Allocation Editor​

  • Click Edit GAU Allocations to launch the editor for the selected accounts

4. Remove Default GAU Allocations (Optional)​

If you need to replace the default GAU:

  1. Locate the default GAU allocation in the list
  2. Click the trash can icon to remove it from all selected accounts

5. Add and Assign a New GAU Allocation​

  1. Click Add New GAU Allocation
  2. Select a General Accounting Unit from the dropdown
  3. Enter the Custom Amount (e.g., 125)
  4. Choose one of two methods:
    • Use the GAU Allocation Card to apply the same amount to all selected accounts
    • Or, edit allocations individually in the Account Allocation Table
  5. Click Save

🔍 Example: To bill select families for a school program, choose a GAU like School Program, enter $125, and save it as a custom allocation.

6. Review and Finalize Allocations​

  1. Click Confirm and Proceed
  2. Review the allocation summary
  3. Click Confirm and Proceed again to generate Opportunities
  4. A confirmation message will indicate successful creation

Troubleshooting​

  • GAU not saving? Check that both the GAU and amount fields are filled and valid
  • Default still applying? Confirm you removed the default GAU before proceeding and clicked Save