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, Georgina Doyle, 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

Introduction to reporting and exports in Toggle

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

Toggle exports explained

This article provides a quick overview of the data you can find in each of the Toggle data exports.

Written by Georgina Doyle
Updated over a week ago

Data: The Orders CSV file

Here's what you'll find in the Orders CSV file on the Data section.

Written by Stephen Evans
Updated over a week ago

Data: The Order Line Items CSV file

Here's what you'll find in the Order Line Items CSV file on the Data section.

Written by Stephen Evans
Updated over a week ago

Data: The Cards export

A short guide to the Cards export

Written by Stephen Evans
Updated over a week ago

Data: The Discounts CSV file

Here's what you'll find in the Discounts CSV file on the Data section.

Written by Stephen Evans
Updated over a week ago

Data: The Balance Adjustments CSV file

Here's what you'll find in the Balance Adjustments CSV file on the Data section.

Written by Stephen Evans
Updated over a week ago

Data: The Emails CSV file

Here's what you'll find in the Emails CSV file on the Data section.

Written by Stephen Evans
Updated over a week ago

Data: The Transactions CSV

Here's what you'll find in the Transactions CSV file on the Data section.

Written by Oskar Smith
Updated over a week ago