The gift card audit trail on the client profile provides transparency and accountability and displays a history of all actions related to gift cards, including the initial gift card purchase, redemption, refunds, reloads and manual adjustments, along with the name of the staff member who made the changes. In this article, we will discuss how to access the audit trail and the data displayed.
Contents
Accessing Gift Card Audit Trail
To access the gift card audit trail:
- Navigate to the Clients tab
- Search for the desired client > Open the client's profile
- Scroll down to the Gift Card section > Expand the gift card
- Select the Audit Trail hyperlink below the gift card details
- Each action taken will be displayed in a modal
Gift Card Audit Definitions
| Column | Description |
| Date | The date the action was taken |
| Adjustment Type |
Displays the action taken against the client's gift card - manual adjustment, gift card purchases, redemptions, etc.
Gift Card Payment: Gift card was manually added to a client's profile or purchased in POS
Gift Card Reloaded: The reload option in POS was used to add funds to an existing gift card
|
| Modified By | The name of the staff member who adjusted the gift card value |
| Ticket # | The ticket # associated with the gift card purchase, manual adjustment, gift card expiration, etc. Clicking on the link opens the ticket in POS. |
| Credit | The total gift card amount added |
| Debit | The total gift card amount deducted |
| New Balance | The current balance after any additions, reductions, or manual adjustments |
If you have any questions, please contact us at support@mytime.com.
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