This article explains how Receipt Stack works with our Raiser's Edge Integration, with some important caveats.
What is Receipt Stack?
Receipt Stack is a database view field that allows organizations to track where tax receipts are generated using a prefix.
This article from Blackbaud explains more about the Receipt Stack field.
Please Note:
- Receipt stack only appears in database view. Web view uses a different label called Receipt Series.
- Receipt stack is only available for Canadian organizations.
How to Set Up Receipt Stack in the Integration
1. From the dashboard, go to Integrations > Raiser's Edge > Settings.
2. Under Gift Sync settings, find "Tax Receipt Stack"
Please Note:
You will only see this field if your organization on Trellis is located in Canada.
3. Enter the value you would like to appear as Receipt Stack.
- Due to limitations with Blackbaud's API, you cannot select from existing Receipt Stack values in your Raiser's Edge account.
4. Click save, and complete the rest of your integration settings.
Did this answer your question? If you need any help, please reach out to support@trellis.org and we'd be happy to assist.