eCard Systems

Cross-Location Gift Card Reconciliation

Learn how to add a new user to the eCard customer platform

Creating An Additional Platform User

Latrisha Grisham

Regina Hutto

Ted Plaisted

Guides for transaction processing, settlement, reporting, chargebacks, and troubleshooting declined transactions.

Processing & Transactions

This article explains how to navigate to reports, apply filters, and export your data.

Running reports

Compare monthly load and redemption totals by location, with filters for month, card category, and location.

Reconciliation Report

View outstanding liability across all active gift cards, with filters for location, card type, card category, and end date.

Liability Detail Report

Track total redemptions, voids, and net redeemed value by location, with filters for location and date range.

Redemption Summary Report

Track total loads, voids, and net loaded value by location, with filters for location and date range.

Loaded Value Summary Report

Liability by Location

View current balances for every gift card in your account, with filters for location, card type, and card number.

Card Balances report

Transaction Detail Report

Reporting

This guide covers how to process gift card transactions on your Aloha POS system, including selling gift cards, accepting them as payment, and checking balances.

Aloha POS: How to Sell, Redeem, and Check Gift Card Balances

Corporate Gift Card Reconciliation

Use this checklist to verify gift card functionality on your Aloha POS system before launch. Covers selling, redeeming, balance checks, and button placement. Complete at each site at least two…

Aloha POS: Gift Card Pre-Launch Testing Checklist

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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