Gift Transaction Fields

Object API name: GiftTransaction

A Gift Transaction is a Nonprofit Cloud record for a single gift or payment. Dryad Receipting adds fields that decide whether the gift can be receipted, how much can be receipted, which template to use, and which receipt it last received.

How to read the field tables: the Field column shows the label you see on screen, with the field's API name (the name used by admins, reports and integrations) underneath it. The Data Type column uses Salesforce's own terms. A type that starts with "Formula" is calculated automatically and can't be edited. Some fields carry a tag, explained in Tags Used on This Page.

Topics referred to with "see" (for example, Eligibility Statuses or Defaults and Overrides) are explained in the Core Concepts article.

Tags Used on This Page

• Special case – The field only matters in particular situations, for example for organizations, for gifts in kind, or when you issue receipts for several charities. The description says when.

Receipting Status

Field	Data Type	Purpose
Receipt Status dryad__Receipt_Status__c	Formula (Text)	Whether the gift can be receipted, and if not, why. Receipt creation only picks up gifts whose status starts with "Eligible". See Eligibility Statuses.
Receipt Type dryad__Receipt_Type__c	Formula (Text)	"Acknowledgment" when "Acknowledgments Only" is the Do Not Receipt Reason on this gift, its gift commitment or the donor. Otherwise "Donation". See Receipt Types.
Do Not Receipt dryad__Do_Not_Receipt__c	Checkbox	Tick to stop a tax receipt being issued for this gift. A reason or comments are required. New gifts in a gift commitment take this from the commitment.
Do Not Receipt Reason dryad__Do_Not_Receipt_Reason__c	Picklist	Why the gift isn't receipted. Choosing "Acknowledgments Only" sends a thank-you acknowledgment instead of a receipt. Choosing "Other" requires comments. Can only be chosen when Do Not Receipt is ticked.
Do Not Receipt Comments dryad__Do_Not_Receipt_Comments__c	Text Area	Notes explaining why the gift isn't receipted.
Last Receipt dryad__Last_Receipt__c	Lookup (Receipt)	The most recent receipt issued for this gift. Set automatically when a receipt is created.
Last Receipt Issue Date dryad__Last_Receipt_Issue_Date__c	Formula (Date)	The issue date of the last receipt, for reports and list views.
External Receipt # dryad__External_Receipt_Num__c	Text	Special case If the gift was already receipted in another system, enter that receipt number. The gift then counts as "Receipted". See Voids and Replacements.

Amounts and Tax Rules

See Amounts and Tax Rules for how these work together.

Field	Data Type	Purpose
Receipt Eligible Amount dryad__Receipt_Eligible_Amount__c	Currency	Optional. The part of the gift that can be receipted, if it's different from the gift amount. Leave it blank to use the gift's Current Amount.
Receiptable Amount dryad__Receiptable_Amount__c	Formula (Currency)	The amount that will appear on the receipt: the eligible amount minus the advantage, unless the advantage is small enough to ignore.
Advantage dryad__Advantage__c	Picklist	Whether the donor received something in return: "No", "Yes", or "Yes but value cannot be determined". The last choice makes the gift ineligible for a tax receipt.
Advantage Amount dryad__Advantage_Amount__c	Currency	The value of what the donor received in return. It is subtracted from the receipt unless it's nominal. If it's more than 80% of the eligible amount, no receipt can be issued.
Advantage Description (EN) dryad__Advantage_Description_EN__c	Text Area	English description of the advantage, printed on the receipt.
Advantage Description (FR) dryad__Advantage_Description_FR__c	Text Area	French description of the advantage, printed on the receipt.
Receipt Advantage Threshold dryad__Receipt_Advantage_Threshold__c	Formula (Currency)	80% of the eligible amount. If the advantage is worth more than this, the gift can't be receipted.
Receipt Nominal Threshold dryad__Receipt_Nominal_Threshold__c	Formula (Currency)	$75 or 10% of the eligible amount, whichever is less. An advantage at or below this is nominal and isn't subtracted.
Appraiser Name dryad__Appraiser_Name__c	Text	Special case For appraised gifts in kind: the full name of the appraiser. Copied to the receipt.
Appraiser Address dryad__Appraiser_Address__c	Text Area	Special case For appraised gifts in kind: the appraiser's full address. Copied to the receipt.
Designations dryad__Designations__c	Text	Special case A text summary of the funds or programs the gift supports. The app doesn't fill it in automatically, and it's only copied to the receipt if an admin adds a field mapping. The Concatenate Designations setting fills the receipt from the gift's Gift Transaction Designations instead, without using this field.
Transaction Year dryad__Transaction_Year__c	Formula (Text)	The year of the transaction date. Copied to the receipt's Receipt Year.

Donor Details

These formulas show receipt-ready details from the donor's account, and are copied onto the receipt when it's created. For a person, they use the person's own name, email and mailing address. For an organization, they use the account name and billing address.

Field	Data Type	Purpose
Donor Name dryad__Donor_Name__c	Formula (Text)	The donor's full name: first and last name for a person, or the account name for an organization.
Donor Email dryad__Donor_Email__c	Formula (Text)	Where the receipt will be emailed: the person's email. For an organization, its Receipt Email, or if that's blank, the email of its Receipt Recipient.
Donor Address dryad__Donor_Address__c	Formula (Text)	The donor's address on a single line.
Donor Address Multiline dryad__Donor_Address_Multiline__c	Formula (Text)	The donor's address on several lines.
Donor Receipt Delivery dryad__Donor_Receipt_Delivery__c	Formula (Text)	The donor's Receipt Delivery preference ("Email" or "Mail"). "Email" if it's blank.
Donor Receipt Occurrence dryad__Donor_Receipt_Occurrence__c	Formula (Text)	The donor's Receipt Occurrence preference ("Single" or "Consolidated"). "Single" if it's blank. See Single or Consolidated.

Overrides

These fields let you change the defaults for this gift only. See Defaults and Overrides.

Field	Data Type	Purpose
Receipting Account dryad__Receipting_Account__c	Lookup (Account)	Special case The charity account that will issue this gift's receipt, when you issue receipts for more than one charity. Taken from the gift commitment when the gift is created.
Receipt Template dryad__Receipt_Template__c	Lookup (Receipt Template)	A receipt template to use for this gift instead of the default. Taken from the gift commitment when the gift is created.
Email Template Id dryad__Email_Template_Id__c	Text	The ID of an email template to use for this gift instead of the default. Taken from the gift commitment when the gift is created.
Receipt Template Id Assigned dryad__Receipt_Template_Id_Assigned__c	Formula (Text)	The receipt template that will be used. In order, it is this gift's Receipt Template, then the Receipting Account's template, then the template in Receipt Settings. The English or French and gift or acknowledgment version is picked to match the donor's language and the receipt type. If none is found, the gift is "Ineligible - No receipt template".
Email Template Id Assigned dryad__Email_Template_Id_Assigned__c	Formula (Text)	The email template that will be used: this gift's Email Template Id, then the Receipting Account's, then the one in Receipt Settings, in the donor's language.

System

Field	Data Type	Purpose
Batch Receipt Log Id dryad__Batch_Receipt_Log_Id__c	Text	For the app's use: marks the gift as part of a batch run's preview report, so the report can list exactly the gifts that are about to be receipted.