Cage Summary

The Cage Summary interface provides a comprehensive overview of all financial transactions within a specified date range. This powerful tool allows authorized staff to view transaction totals, balance cage operations, and generate financial reports for accounting and compliance purposes.

What It Does

The Cage Summary serves as the financial reconciliation and reporting center for cage operations. It aggregates transaction data to provide totals for cash and chip movements, allows filtering by cashier for shift balancing, and offers export capabilities for documentation and reporting. This interface ensures accurate financial oversight and simplifies end-of-shift and end-of-day balancing procedures.

Who It's For

Cage managers, shift supervisors, accounting staff, and compliance officers who need to monitor transaction totals, reconcile cage balances, verify cashier activity, and document financial operations for audit purposes.

Accessing Cage Summary

1. From the main CardOpz menu, click on the Player Cage icon (red chip icon)

2. Select "Cage Summary" from the dropdown menu

3. The Cage Summary interface will display with filtering options and transaction data

Interface Components

Filter Controls

Top section providing search and filtering capabilities:

• Transactions Between: Date range selectors with start and end dates

• Filter Button: Apply selected date range

• Date Range Display: Shows selected date range in readable format

• Cashier Dropdown: Filter transactions by specific staff member

• Excel Export: Button to generate Excel spreadsheet of summary data

• Show Entries: Control how many records display per page

Balance Summary

Left sidebar displaying financial totals:

• Cash & Chips: Total of all cash and chips currently in the cage

• Transactions OUT: Total value of outgoing transactions

• Transactions IN: Total value of incoming transactions

• Total (Excl Chips): Net balance excluding chip transactions

Transaction Grid

Displays detailed transaction data:

• No.: Sequential listing number

• Transaction: Date and time stamp

• Cash In: Cash received amounts

• Chips In: Chip purchase amounts

• Cash Out: Cash disbursed amounts

• Chips Out: Chip redemption amounts

• Net (Excl Chips): Transaction net value excluding chips

• Player ID: Unique player identifier

• Player Name: Full name of customer

• DL#: Driver's license or ID reference

• Cashier: Staff member who processed transaction

Using Cage Summary

Viewing Transaction Summaries

1. Set date range using the "Transactions Between" date pickers

2. Click "Filter" to apply the selected date range

3. Review the Balance Summary section for transaction totals

4. Examine individual transactions in the grid below

5. Navigate between pages to view additional records

Filtering by Cashier

1. Set the desired date range

2. Click the Cashier dropdown

3. Select a specific cashier to see only their transactions

4. Review totals and individual transactions for the selected cashier

5. Use this for end-of-shift balancing and cashier reconciliation

Generating Reports

1. Set appropriate date range and cashier filters

2. Click "Excel Export" button

3. Save the generated spreadsheet

4. The export includes:

   • Casino identification information

   • Date range of transactions

   • Cashier identification

   • Complete transaction details

   • Summary totals

   • Signature lines for verification

Balancing Procedures

1. At shift change or day end, set appropriate date range

2. Select cashier if balancing an individual drawer

3. Compare system totals with physical counts

4. Document discrepancies if any exist

5. Complete the exported report with physical count verification

6. Obtain required signatures for audit purposes

Best Practices

Daily Reconciliation

• Balance each cashier drawer at shift change

• Verify system totals against physical counts

• Document and investigate any discrepancies

• Maintain signed copies of balance reports

• Follow consistent cash handling procedures

Financial Controls

• Require supervisor verification for balance reports

• Maintain separation of duties in cash handling

• Document overages and shortages according to policy

• Secure all reports containing financial information

• Follow escalation procedures for significant discrepancies

Audit Preparation

• Maintain organized digital and physical records

• Document explanations for unusual transactions

• Ensure all required signatures are collected

• Keep balance reports for the required retention period

• Follow consistent naming conventions for exported files

Common Questions

How do I balance a specific cashier's drawer?

Use the Cashier dropdown to filter transactions by the specific staff member, then compare the system totals with the physical count of their drawer. Export the report for documentation and have both the cashier and a supervisor sign off on the balance.

What should I do if the system totals don't match the physical count?

Document the discrepancy according to your venue's procedures. This typically includes completing a discrepancy form, having it verified by a supervisor, and following established protocols for investigation. The exported report should reflect both the system total and the actual count.

Can I view transactions from previous days or weeks?

Yes, the date range selectors allow you to view transactions from any time period. However, most venues have policies limiting how far back cashiers can view transactions, with extended historical access restricted to supervisors and management.

How do I handle mid-shift transfers between cashiers?

These should be documented as separate transactions in the system – an outgoing transaction from one cashier and an incoming transaction to the other. The Cage Summary will reflect these movements, and the exported reports will show the transfer activity.

Related Features

For more information on financial management and reporting, see:

• Player Cage Overview

• Transaction Log

• Player Accounts

• Shift Reports

• Compliance Documentation