Day 9: Liabilities & Historic Gift Card Reports

By Team foreUP on Dec 9, 2019 10:44:06 AM

Want more insights into your current liabilities at your facility, look no further than Day 9 of 12 Days of Holiday Gifts from foreUP!

Analyzing your metrics is a powerful tool for increasing revenue and decreasing costs. This is why, today, we gave you two reports that will give you that very transparency.

Gift Card Report

Manage your gift cards and event deposits easier than ever before using our new ‘Historic Gift Card’ report.

You can use the historic report to:

  • see your liabilities during or as of a specific time frame
  • view any funds that were redeemed
  • see what had been added to the card/deposit

giftcard1 (1)

 

You can now add a customer directly for the gift card issue modal, or type in a custom name for the gift card if you don't want to add a customer. This makes for easy searching of gift cards!

 

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When a customer wants to reload or add fund to their gift card, simply pull up the customer profile, click gift cards, and hit the 'Reload' button, which will get you rolling for an easy in and out process!

 

Current Liabilities Report

With this new report you have access to all your total liabilities in one location. This report will show you the total liabilities for the following:

  • Punch Cards
  • Gift Cards
  • Rain Checks
  • Member Balance
  • Customer Credit
  • Open Invoice Accounts

historic gift card

Managing event deposits, or gift cards will be easier than ever with this new report. You can locate it in the reports module at the bottom of the available reports. 

 

You will love these handy reports, and you'll love the added layer of business transparency and control even more! Get digging into your numbers today, but don't forget to check back tomorrow for Day 10! 

 

(Need to get caught up on previous days? Take a look! 

Day One: Lockdown of Inventory Category Creation

Day Two: Required Fields for Passes

Day Three: Gift Card Updates

Day Four: Minimum Status Statement Display

Day Five: F&B Bulk Discounting

Day Six: Tee Sheet Highlighting

Day Seven: Quick Terminal Switch

Day Eight: Anniversary Billing

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