Window Management

The Window Management interface provides cashiers with comprehensive tools for monitoring and managing their assigned cage window. This screen serves as the operational hub for tracking window balances, issuing and receiving banks, and maintaining complete control over the window's financial assets.

What It Does

The Window Management interface enables cashiers to monitor their current window balance, track banks issued to dealers or tables, process fills and credits, and maintain accurate records of all window-related transactions. It provides real-time financial status information and serves as the primary interface for all cage window operations during a cashier's shift.

Who It's For

Cashiers, cage supervisors, and shift managers who need to monitor window balances, process bank issuances, handle fills and credits, and maintain accurate documentation of all window transactions during their operational shifts.

Accessing Window Management

1. From the main CardOpz menu, click on the Employee Cage icon (blue cage icon)

2. The system automatically displays the window assigned to the logged-in cashier

3. The Window Management interface will show current balances and transaction options

Interface Components

Window Identification Header

Top section displaying assignment information:

• Window Location: Name of assigned window

• Cashier Assignment: Currently assigned employee

Initial Balance Display

Starting financial position:

• Initial Balance: Beginning balance for the shift

Financial Status Cards

Summary cards showing current financial status:

• Current Balance: Real-time monetary value in window

• My Banks: Banks assigned to the cashier personally

• Issued Banks: Banks currently issued to dealers/tables

• Total Banks: Combined value of all bank activity

• Other Banks: Miscellaneous bank categories

Transaction Control Buttons

Buttons for primary operations:

• Request Fill/Credit: Button to process window fill or credit

• New Bank: Create and issue a new dealer/table bank

Tab Navigation

Central tabs for accessing different operational views:

• Issued Banks: Management of banks assigned to dealers/tables

• Fills/Credits: Tracking of chip movements to/from games

Game Type Summary

Side panel showing distribution across game types:

• Impresses: Established bank amounts by game type

• Runners: Mobile banks for specific purposes

• Poker/Table Games: Banks by game category

• Total Values: Sums by game type with color coding

Transaction Grid

Displays detailed transaction information:

• Table ID: Gaming table identifier

• Name: Dealer or table designation

• Operation: Transaction type description

• Total Cash: Cash value in transaction

• Total Chips: Chip value in transaction

• Date: Transaction date

• Time: Transaction time

• Window: Associated window reference

• Actions: Transaction-specific action buttons

Using Window Management

Monitoring Window Status

1. Regularly check the Current Balance card for up-to-date window status

2. Track Issued Banks value to monitor outstanding banks

3. Review game type distribution in the side panel

4. Verify that physical inventory matches system balances

5. Document any discrepancies according to venue procedures

Issuing New Banks

1. Click the "+ New Bank" button

2. Select the bank type (dealer or table based on vault settings)

3. Enter required information:

   • Dealer ID or Table ID

   • Bank amount

   • Game type

   • Any special designations

4. Verify all information is correct

5. Process the bank issuance according to venue procedures

Processing Fill/Credit Requests

1. Click "Request Fill/Credit" button

2. Select request type (fill to send chips, credit to receive chips)

3. Enter required information:

   • Table ID

   • Amount

   • Denomination breakdown

   • Authorization information

4. Complete necessary documentation

5. Process the transaction with appropriate approvals

Managing Issued Banks

1. Select the "Issued Banks" tab

2. View all currently issued banks

3. Process returns when dealers/tables close

4. Document bank status changes

5. Maintain accurate records of all bank movements

Viewing Transaction History

1. Use the transaction grid to review activity

2. Filter by transaction type if needed

3. Verify transaction details for accuracy

4. Export data for reporting if required

5. Document unusual transactions according to policy

Best Practices

Window Control

• Verify opening balance at shift start

• Maintain dual control for sensitive transactions

• Regularly verify physical inventory against system balance

• Document all non-standard transactions

• Follow proper cash handling procedures at all times

Bank Management

• Issue banks only to authorized personnel

• Verify identification before processing bank transactions

• Follow established counting procedures

• Document reason for non-standard bank amounts

• Track all banks to ensure proper return and reconciliation

Transaction Documentation

• Maintain complete records of all transactions

• Ensure proper authorization for all movements

• Follow venue documentation standards

• Secure transaction records according to policy

• Report unusual transactions to appropriate personnel

Shift Transition

• Process all pending transactions before shift end

• Reconcile window completely prior to handover

• Document any outstanding items or issues

• Generate appropriate shift-end reports

• Follow proper custody transfer procedures

Common Questions

What should I do if my physical count doesn't match the system balance?

First, recount to verify the discrepancy. Then document the variance according to venue procedures. Notify your supervisor immediately and complete required paperwork. Continue to operate with the actual physical count while the discrepancy is investigated. Follow venue policies for variance resolution.

How do I process a bank for a new dealer coming onto a table?

Use the "+ New Bank" button to create a new bank issuance. Select the appropriate dealer ID or table ID based on your venue's configuration. Specify the correct game type and bank amount according to game standards. Complete all required documentation and verify the count with the dealer before completing the transaction.

What's the difference between a fill and a credit?

A fill is the process of sending chips from the cage to a gaming table (increasing the table's chip inventory). A credit is the process of receiving chips from a gaming table back to the cage (decreasing the table's chip inventory). Both require proper documentation and authorization according to regulatory requirements.

How do I handle a transaction that requires supervisor approval?

For transactions requiring additional authorization, follow your venue's approval procedures. Typically, this involves having a supervisor enter their credentials or signature during the transaction process. Document the approval according to policy and maintain all required paperwork with appropriate signatures.

Related Features

For more information on cashier operations, see:

• Employee Cage Overview

• Issued Banks

• Fills/Credits

• Vault Inventory

• Cashier Reports