1. User Guide
  2. OPERA Cloud
  3. Financials
  4. Comp Accounting
  5. Comp Posting Journal

Comp Posting Journal

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Prerequisites for Comp Posting Journal

The Comp Posting Journal feature provides a detailed summary of the comp transactions that have been routed or transferred to the comp windows (101...108).

Comp Transaction Postings

There are three configurations available for controlling how comp transaction postings are handled by users:

  • The first is for users to send comp postings to a Patron Tracking System (PTS) for approval.

  • The second is for users to manually approve comp postings.

  • The third is to not provide users with options for approving or updating the status of comp postings.

When the Comp Accounting Integration Service parameter is On and a PTS interface cloud service code is active, users can send interfaced postings to a Patron Tracking System (PTS) for approval. You can use the Comp Posting Journal to determine which transactions were approved, staged (that is, not approved), and declined by the PTS. Staged transactions can be re-submitted to the PTS for approval, transferred to another of the guest's Billing screen windows, or transferred to another room.

When the Comp Transaction Status parameter is On, users can manually approve, decline, or stage comp postings. Only one of these two OPERA Controls (Comp Accounting Integration Service parameter or Comp Transaction Status parameter) can be on at a time.

When neither OPERA Control is on, there are no options available for users to update the status of a comp posting or send a comp posting for approval.

Search Filters

The Comp Posting Journal enables you to search by authorizer, start date, end date, transaction code, room number, reference, and supplement. When the Comp Transaction Status parameter or the Comp Accounting Integration Service parameter is enabled in OPERA Controls, additional search filters for approval code, approved, staged, and declined are available.

Available Actions for Comp Transactions

The below actions are available for the comp transactions listed in the search results, enabling you to access options related to the transaction and the associated reservation. To access these options for a transaction, click the row-level vertical ellipsis.

  • Confirmation Number — Click to open the Reservation Overview (available when the Reservation Management task is granted).

  • Code — Click to edit the transaction (available when the Manage Financial Postings task is granted).

  • Go to Billing — Click to open the Billing screen (available when the Manage Financial Postings task is granted).

  • Go to Profile — Click to open the Profile Overview (available when the Profiles Management task is granted).

  • View Routing Instructions — Click to open the Routing Instructions (available when the Routing Instructions task is granted).

  • Transfer Posting — Click to open the Transfer Postings page (available when the Manual Transfer of Transactions Between Reservations task is granted).

  • Update Approval Status — Click to manually update the transaction status to approved, declined, or pending approval (available when the Comp Transaction Status parameter is set to On and the Update Approval Status task is granted).

    Note:

    When the Comp Accounting Integration Service parameter is set to On, the ‘Update Approval Status’ button changes to ‘Submit for Approval.’

You can access the Transaction Details for any transaction that appears on the Comp Posting Journal screen. From the Edit Transaction Details screen, you can view the transaction details such as price, quantity, cashier ID, supplemental and reference information, posting windows, and other information related to the transaction.

Approval Request Status

After sending comp postings to the external PTS system for approval, postings that are declined or staged appear on the Approval Request Status screen. You can select one or more comp postings and take the following actions:

  • Submit for Approval

    — Click to send the selected comp posting(s) to the Patron Tracking System (PTS) for approval if a gaming interface is active (available when the PTS interface cloud service code is active and the Comp Accounting Integration Service parameter is set to On).

    Note:

    When the Comp Transaction Status parameter is set to On, the ‘Submit for Approval’ button changes to ‘Update Approval Status.’

  • Move to Folio 1 — Click to move the selected comp posting(s) to folio 1 of the reservation account.

    Note:

    The Comp Posting Journal will not show these postings after refreshing since they are no longer comp postings.

  • Leave on Comp Folio — Click to leave the selected comp posting(s) on the current comp folio(s). These records will remain in a declined or staged status.

Parent topic: Comp Accounting