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The notebook works when everyone knows the process

A handwritten register can work with careful records and clear handovers. VoucherGrid brings balances, redemptions and voucher history together when keeping those steps coordinated becomes more work than you want to do by hand.

VoucherGrid vs manual tracking, line by line.

Eight practical differences to consider for your own workflow.

VoucherGrid vs manual tracking
FeatureVoucherGridManual trackingWhy it matters
System of recordVoucher history and balances in one shared system.A numbered register, diary or receipt file maintained by your team.Either needs one agreed record and a clear correction process.
Expiry checksChecks the configured expiry rules when creating vouchers.Staff check the applicable rules before writing the expiry date.Most purchased gift cards need at least three years; exceptions apply.
GST recordsSaved voucher type, registration and supply classification inform GST reporting.Staff record the classification and give supporting records to the accountant.Tax timing depends on the voucher and supply, not the tracking medium.
Outstanding balancesBalances update as recorded voucher events occur.Total the register and reconcile sales, redemptions and adjustments.Keep enough detail to explain the outstanding amount.
Partial redemptionsRecords each redemption and the remaining balance on the voucher.Record the date, amount and remaining balance on every use.A repeatable process helps prevent missed or duplicated entries.
History and handoverRecorded events retain timestamps and available actor context.Dated entries and correction notes preserve the history if staff follow the process.The next staff member needs to understand what happened.
AccountingAccounting reports and Xero or QuickBooks sync are not available. Voucher details and Redemption activity remain available for your accountant.Your accountant can prepare journals from a complete register.Both approaches require reconciliation with the general ledger.
Online salesA hosted storefront on Premium and Professional, subject to Stripe readiness.Phone or online orders can be recorded manually; payment and delivery need separate arrangements.An integrated workflow reduces the handoffs after a sale.

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VoucherGrid vs manual tracking

  • System of record

    VoucherGrid
    Voucher history and balances in one shared system.
    Manual tracking
    A numbered register, diary or receipt file maintained by your team.
    Why it matters
    Either needs one agreed record and a clear correction process.
  • Expiry checks

    VoucherGrid
    Checks the configured expiry rules when creating vouchers.
    Manual tracking
    Staff check the applicable rules before writing the expiry date.
    Why it matters
    Most purchased gift cards need at least three years; exceptions apply.
  • GST records

    VoucherGrid
    Saved voucher type, registration and supply classification inform GST reporting.
    Manual tracking
    Staff record the classification and give supporting records to the accountant.
    Why it matters
    Tax timing depends on the voucher and supply, not the tracking medium.
  • Outstanding balances

    VoucherGrid
    Balances update as recorded voucher events occur.
    Manual tracking
    Total the register and reconcile sales, redemptions and adjustments.
    Why it matters
    Keep enough detail to explain the outstanding amount.
  • Partial redemptions

    VoucherGrid
    Records each redemption and the remaining balance on the voucher.
    Manual tracking
    Record the date, amount and remaining balance on every use.
    Why it matters
    A repeatable process helps prevent missed or duplicated entries.
  • History and handover

    VoucherGrid
    Recorded events retain timestamps and available actor context.
    Manual tracking
    Dated entries and correction notes preserve the history if staff follow the process.
    Why it matters
    The next staff member needs to understand what happened.
  • Accounting

    VoucherGrid
    Accounting reports and Xero or QuickBooks sync are not available. Voucher details and Redemption activity remain available for your accountant.
    Manual tracking
    Your accountant can prepare journals from a complete register.
    Why it matters
    Both approaches require reconciliation with the general ledger.
  • Online sales

    VoucherGrid
    A hosted storefront on Premium and Professional, subject to Stripe readiness.
    Manual tracking
    Phone or online orders can be recorded manually; payment and delivery need separate arrangements.
    Why it matters
    An integrated workflow reduces the handoffs after a sale.

Make the handover clear.

This comparison is about handwritten registers, diaries and receipt files. A spreadsheet is a different option, with formulas, validation and collaboration tools; compare spreadsheets separately.

What changes for the team.

  • Find a voucher by its code instead of locating the right diary or receipt.
  • Record a partial redemption against the existing balance.
  • Give authorised staff access to the same current voucher record.
  • Review the event history when someone asks about an earlier transaction.

The rules apply to either approach.

Choosing software does not by itself establish compliance, and using paper does not by itself make a business non-compliant. Keep records that support the treatment appropriate to your vouchers.

Expiry

Check the applicable minimum

Most gift cards purchased from 1 November 2019 must be valid for at least three years. Exceptions apply. VoucherGrid provides expiry checks; a manual process needs an equivalent review. See the ACCC gift card guidance.

GST

Keep the classification with the record

Face value and non-face value vouchers can have different GST timing. Registration status and the tax treatment of the supply also matter. Record those facts whichever system you use, with advice for your circumstances. See the ATO voucher ruling.

Keep the balance and its movements together.

A complete register helps your accountant review the outstanding balance. VoucherGrid updates each voucher balance from recorded events. Accounting liability reports are currently unavailable. The figures below illustrate records to review; they are not available accounting outputs, customer results or a revenue forecast.

Example outstanding

$ 47,820.50

Across 312 active vouchers

Ageing > 18 months

$ 6,140.00

Older balance for review

Expired this quarter

$ 1,275.00

Example expired balance

When manual tracking is actually fine.

You may be well served by a manual register when the process is manageable and consistently followed. There is no universal voucher count at which software becomes necessary.

  • Each voucher has a unique reference and a complete record of sales and use.
  • Staff record partial redemptions, corrections and remaining balances promptly.
  • Records are stored securely, backed up and accessible to the people who need them.
  • You can reconcile the totals and provide the records your accountant needs.

Consider software when handovers, remote access, online fulfilment or reconciliation take more effort than the process can reliably support. Compare that effort with the subscription cost and your actual needs.

Keep comparing: vs spreadsheets

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