Reporting & Accounting

Get the detail on how your gift cards are performing and make your management accountant happy with transactional reporting and reconciliation.

14 articles in this collection
Written by Oskar Smith and Stephen Evans

Toggle Overview dashboard

How are your sales? Redemptions? Which gift is performing best? Head to Overview to get the full picture.

Written by Oskar Smith
Updated over a week ago

An introduction to reporting and exports in Toggle (video tutorial).

We've compiled a short summary of the reporting and export features in Toggle for FD's and Management Accountants.

Written by Oskar Smith
Updated over a week ago

Orders, cards and balance adjustments

Orders, cards, balance adjustments… how do they all relate?

Written by Oskar Smith
Updated over a week ago

Outstanding active balance explained

How is the total outstanding balance calculated in Toggle?

Written by Oskar Smith
Updated over a week ago

How do you view the total discounts you have issued to customers?

If you've run a promotion on Toggle, you'll be able to report on the total discounts that were issued.

Written by Oskar Smith
Updated over a week ago

VAT on Gift Cards

All you ever wanted to know about VAT and Gift Cards.

Written by Oskar Smith
Updated over a week ago

Data Exports

Data: An overview on Toggle reports (and troubleshooting / FAQs)

Written by Stephen Evans
Updated over a week ago

Data: The Orders report

Written by Stephen Evans
Updated over a week ago

Data: The Order Line Items report

Written by Stephen Evans
Updated this week

Data: The Cards report

Written by Stephen Evans
Updated over a week ago

Data: The Discounts report

Written by Stephen Evans
Updated over a week ago

Data: The Balance Adjustments report

Written by Stephen Evans
Updated over a week ago

Data: The Emails report

Written by Stephen Evans
Updated over a week ago

Data: The Transactions report

Written by Oskar Smith
Updated over a week ago