Current Amount on a Gift Transaction does not reset to $0 when status is set to Canceled or Returned Check

Prerequisites:

• Nonprofit Cloud with Fundraising enabled
• Admin or user with Create access on Gift Refund records

Tasks:

• Understand the Current Amount calculation logic
• Create a Gift Refund record to zero out Current Amount on a canceled or returned check transaction
• Optionally, build a Flow to automate this for future transactions

Steps:
To manually zero out Current Amount on a Canceled / Returned Check Gift Transaction:

1. Open the Gift Transaction record.
2. Go to the Gift Refunds related list and click New.
3. Enter the following:
   1. Amount: The full original amount being voided (for a full refund/return)
   2. Refund Date: The date of the return or cancellation
   3. Status: Completed
4. Save.

The platform automatically:

• Recalculates Refunded Amount (sum of all related Gift Refunds with Status = Completed)
• Recalculates Current Amount to $0 (when Refunded Amount = Original Amount)
• Sets Gift Transaction Status to Fully Refunded

Why doesn't setting Status to "Canceled" or "Returned Check" zero out Current Amount? Current Amount is calculated as Original Amount − Refunded Amount. The formula does not read the Gift Transaction Status field. The difference between credit card and check transactions is not the payment method — it is whether a Gift Refund (Completed) child record was created. Credit card refunds typically auto-create a Gift Refund record; manual check returns do not. Creating the Gift Refund record is the required step for both.

To automate this behavior for future transactions (optional): Build a Flow on the Gift Transaction object that creates a Completed Gift Refund when Status is set to Canceled or Returned Check. Because the platform's Current Amount calculation only responds to Gift Refund records, the automation must live in your org — the managed package does not handle this automatically.