Cage Player Accounts
The Player Accounts interface provides comprehensive access to player financial information and transaction history. This screen allows authorized staff to view and manage a player's complete financial relationship with your venue, including transaction history, promotional vouchers, and winnings.
What It Does
The Player Accounts screen serves as the central hub for managing all financial aspects of a player's activity. It provides detailed views of transaction history, enables voucher management, tracks pending and paid winnings, and maintains a complete record of player financial interactions with your venue.
Who It's For
Cage managers, cashiers, compliance officers, and accounting staff who need detailed access to player financial records, the ability to issue promotional vouchers, and tools to manage player winnings and tax documentation.
Accessing Player Accounts
From the main CardOpz menu, click on the Player Cage icon (red chip icon)
Select "Accounts" from the dropdown menu
Select a player from the Player Accounts list
The player's account interface will open with comprehensive financial information
Interface Components
Player Information Header
Top section displaying key player identification and status:
Player Photo: Visual identification of the player
Player Name: Full name displayed prominently
Gaming Status: "Not Barred" indicator if player is allowed to game
Alias: Player's preferred nickname
DOB: Date of birth
Age: Automatically calculated from DOB
Address: Residential information
Card Number: Player's tracking card number
ID Number: Government ID reference
Phone Number: Contact information
Player Notes: Access to special notes or alerts
MTL Photo: Access to money transaction log photos
Additional Documents: Access to stored documentation
Tab Navigation
Central tabs for accessing different financial information:
MTL Entries & Exchanges: All monetary transactions
Vouchers: Promotional voucher management
Winnings: Tournament and promotional winnings tracking
Transaction Actions
Buttons for managing transaction data:
New Transaction: Add financial transactions to the player's account
Export Options: Copy, Excel, CSV, and Print functionality
Search: Find specific transactions
Tab Components
MTL Entries & Exchanges Tab
Displays all player financial transactions:
MTL Day: Date of transaction for compliance tracking
Amount: Transaction value
Transaction Type: Category of financial activity
Recorded By: Staff member who processed transaction
Created On: Date transaction was recorded
Time: Time transaction was recorded
Actions: Options to view or void transactions
Vouchers Tab
Manages promotional offers issued to the player:
New Voucher: Button to issue new promotional voucher
ID: Unique voucher identifier
Type: Category of voucher (Free Play, Match Play)
Amount: Value of the voucher
Issued: Date and time of issuance
Printed: Date and time voucher was printed
Expired: Expiration date if applicable
Comment: Notes regarding the voucher
Employee: Staff member who issued the voucher
Actions: Void option for canceling vouchers
Winnings Tab
Tracks tournament and promotional winnings:
Pending & Unclaimed: View of money owed to player
Promotion History: Record of past payouts
Total Pending: Sum of unpaid winnings
Promo Type: Category of winning
Event ID: Associated tournament or promotion
Rec. Date: Date winning was recorded
Amount Won: Gross winning amount
Tax Information: State and federal tax withholding
Net Pay: Amount after taxes
Uncl.: Indicator if unclaimed
Actions: Details and processing options
Using Player Accounts
Viewing Transaction History
Access the player's account
Default view shows MTL Entries & Exchanges tab
Review chronological list of all player transactions
Use search and filters to locate specific transactions
Export data as needed for reporting or documentation
Managing Vouchers
Click the "Vouchers" tab to view existing vouchers
Click "New Voucher" to issue promotional offers
Select voucher type and enter amount
Add any clarifying comments as needed
Save to create the voucher in the system
Use "Void" action if a voucher needs to be canceled
Processing Winnings
Click the "Winnings" tab to view pending amounts
Select "Pending & Unclaimed" to see unpaid winnings
Process payments using appropriate tax documentation
Mark payments as completed once processed
View "Promotion History" for record of past payouts
Best Practices
Financial Controls
Verify player identity before processing any transactions
Document reason for any voided transactions
Maintain proper approval processes for large transactions
Reconcile vouchers issued against vouchers redeemed
Follow established procedures for issuing promotional offers
Compliance Procedures
Maintain accurate records of all financial transactions
Ensure proper documentation for transactions exceeding thresholds
Verify tax information for reportable winnings
Document player appearance when required by regulations
Maintain complete audit trail of all financial activity
Operational Efficiency
Process transactions promptly to maintain accurate real-time records
Regularly review pending winnings to ensure timely payment
Use search and filtering tools to quickly locate transaction history
Maintain organization of digital documents and references
Clear comments and notes for unusual transactions
Common Questions
How do I issue a voucher to a player?
Navigate to the Vouchers tab, click "New Voucher," select the type (Free Play or Match Play), enter the amount, add any necessary comments, and click save. The voucher will be recorded in the system and can be printed for the player.
What should I do if a transaction was recorded incorrectly?
For recent transactions, use the void functionality and create a new corrected transaction. For older transactions, document the error and follow your venue's established procedures for transaction corrections, which may require supervisor approval.
How are taxes handled for winnings?
The system automatically calculates required tax withholdings based on the winning amount and type. When processing payouts, ensure all required tax forms are completed. The Winnings tab shows both gross amounts and net payments after tax withholding.
Can players see their transaction history?
Players do not have direct access to this system. However, if your venue has a player portal or app, selected transaction information may be available to players through those channels. Cage staff can provide printed transaction histories upon request.
Related Features
For more information on player financial management, see:
Player Cage Overview
Transaction Log
Cage Summary
Player Tracking Reports
User Management
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