Lightspeed Automated Gift Card Liability Digest
On the first Monday of each month, WebRun opens Lightspeed, pulls the outstanding balance on all active gift cards, calculates total liability, segments cards by value range, logs the data in Google Sheets, and posts a summary to Slack so your finance team can account for the liability accurately.
How do I automatically track Lightspeed gift card liability every month?
WebRun pulls all active Lightspeed gift card balances monthly, calculates your total outstanding liability, segments cards by value band, logs the data in Google Sheets with month-on-month trends, and posts a summary to Slack. Your finance team always has accurate gift card liability figures for reporting.
- Total gift card liability calculated and logged every month automatically
- Month-on-month trend visible in Google Sheets for financial planning
- Dormant and high-value cards segmented for targeted follow-up
Built for retail store owners · retail accountants · finance managers · multi-location retail operators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
retail.lightspeedhq.comin a real browser with your saved login - no setup, no API keys. -
1
Lightspeed - pull active gift card balances and totals
lightspeedhq.com
WebRun opens Lightspeed to pull active gift card balances and totals. - Open Lightspeed and navigate to the Gift Cards report
- Export or read all active gift cards with their current outstanding balance
- Calculate the total liability across all active cards
- Segment cards into value bands: under 25 dollars, 25 to 100 dollars, and over 100 dollars
Done when Total gift card liability and segmentation by value band are calculated.
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2
Google Sheets - log monthly liability data and segmentation
google.com
WebRun opens Google Sheets to log monthly liability data and segmentation. - Append a new row to the monthly liability tracking sheet
- Record the date, total card count, total liability, and each value-band subtotal
- Calculate month-on-month change in total liability
Done when This month's gift card liability data is logged in Google Sheets with trend comparison.
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3
Slack - post monthly summary to finance channel
slack.com
WebRun opens Slack to post monthly summary to finance channel. - Post a concise monthly summary to the finance Slack channel
- Include total outstanding liability, card count, and month-on-month change
- Link to the Google Sheets log for full detail
Done when The monthly gift card liability summary is posted in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it show cards that have never been redeemed?
Yes. WebRun can flag cards that were sold but never redeemed, which is useful for identifying dormant liability that may never be claimed.
Is this report useful for my accountant or bookkeeper?
Yes. Gift card outstanding balances are a financial liability on your balance sheet. The monthly log in Google Sheets gives your accountant the data they need to account for it correctly.
Can it track gift cards sold across multiple Lightspeed locations?
Yes. If your Lightspeed account spans multiple locations, WebRun consolidates the gift card liability from all stores into one total and can break it down per location.
Related templates
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