There are a few different ways that Compass tracks how we give money or items to clients.
The primary way is through the Financial Transaction which can be found as a button “Gift Card & Financial Transaction” on the top right corner on the Case Record. The same button can be used to distribute Gift Cards to clients from your program's inventory.
Note: Management is responsible for creating the gift card inventory. For management who need to do this, click here.
When you want to create a Gift Card Transaction, click on the “Gift Card & Financial Transaction” button. This will open a screen flow as shown below.
Select the “Gift Card Transaction” option and click on the “Next” button. The next screen below will only show the available gift cards for your program from the inventory.
In the “Enter search term” area, type in your item name(Eg: CCAP) or your program name (Eg. Central City) to drill down into your program’s inventory and select the appropriate item(Eg: CCAP $50 Chevron Gift Card 2025-03-28) as shown in the example below and click on the “Next” button.
Fill out the Gift Card Transaction Form.
Distribution Date: Date you gave out the gift card.
Gift Card Type: Select the type of Gift Card - Electronic or Physical Card.
Client Signed Off Date: Only enter a date if the Client signed off when picking up the Gift Card. Optional.
Quantity Given: How many gift cards did you give to this person?
Gift Card Notes: Note why the gift card was given out.
Gift Card ID #: Enter the Gift Card ID #.
Click on the “Next” button and review the information.
Upload the gift card acknowledgement form as shown below. For more information about getting client acknowledgment form click here. Click “Next” to complete the transaction.
The screen below confirms successful creation of the Gift Card Transaction. Click Finish.
Go to the Income & Non-Cash Benefits related list for the case record and you can view the Gift Card Transaction created as seen below.