You can configure the closing periods yourself under “Configuration” → “General Settings”.
By default, closing is set to manual. We recommend setting up a monthly closing period.
And this is how you can view your reports:
In the “Reports” menu, click “Financial Reporting”.
Select the period for which you would like to view the report.
You will see all vouchers sold and redeemed, as well as a summary.
Reports can only be downloaded once they have been finalized. To finalize a report, click “Execute Invoice Run” in the report view.
You can also select the report’s end date if you have not enabled monthly reports.
To download your report as an Excel file, wait for the system to generate it. This may take a few moments.
Once the report is ready to download, you will see the following icon:
Export a list of all codes:
If you want to export a list of all issued codes, go back to the overview of all reports, select "Code List" and click “Export”. This will download a spreadsheet containing the data, which you can then print.
