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Gift Certificate Transactions will appear on on several Reports in MyPMS.

  • Gift Certificates Sold are Inventory Items. The sale of these items will appear on the Managers Report, Transaction Summary Report, Transactions Report and the Item Analysis Report
  • Gift Certificates redeemed or used as payment will appear on the Managers Report, Transaction Summary Report and Transactions Report.

Gift Certificates Sold


 

Managers Report

Gift Certificates Sold will appear under Folio Charges/Income and display Today, MTD, YTD sales.

Go to Reports |Accounting | Transactions and choose the date range


Transactions Summary Report

  • Go to REPORTS|ACCOUNTING|TRANSACTION SUMMARY
  • Choose the date range
  • Transaction Category: Choose your Transaction Category Ie. Gift Certificates
  • Transaction Type: Choose the name of your Gift Certificate


Transactions Report

  • Go to REPORTS|ACCOUNTING|TRANSACTIONS
  • Choose the date range
  • Transaction Category: Choose your Transaction Category Ie. Gift Certificates
  • Transaction Type: Choose the name of your Gift Certificate

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