Post a Transaction on a Group Folio (Cloud) 🎥

Post a Transaction on a Group Folio (Cloud) 🎥

🎥 Watch Video
A group reservation consists of the master reservation, which includes the total number of allocated rooms, and individual guest reservations for each room that has been picked up from those allocations. Similarly, a folio for a group includes individual guest folios as part of the group, and the group itself will have its own master folio.
Path: Front Office > Cashiering > Group Account

1. Click on In House Group from the toolbox on the right.
2. Click on the group folio.
3. Click View to open the folio.

Once in the folio:
1. Choose the transaction you want to post from the Detail Posting dropdown at the bottom of the folio.
2. Type in the amount that will be posted. 
3. Click Save to post the transaction.



    • Related Articles

    • Post Group Adv Deposit (Cloud) 🎥

      ? Watch Video Path: Front Office > Group > Search and open the group required. 1. Select Post Deposit in the toolbox on the right side. 2. Enter the deposit method of payment, amount, and check reference number, if needed. 3. Click Post. If the ...

    • Retrieve an Old Group Folio (Cloud) 🎥

      Whether it's an individual guest or a group, you can always access and retrieve old folios, as long as the data has not been purged. Path: Front Office > Cashiering > Group Account 1. Click on "Retrieve Old Folio" from the toolbox on the right. 2. ...

    • Print or Email a Group Folio (Cloud)

      Path: Front Office > Cashiering > Group Account 1. Click "In House Group" from the toolbox on the right. 2. Click on the Group you need to print/email the folio. 3. Click View to open the folio. 4. Open the toolbox on the right and click on Print ...

    • Set Up Automatic Scheduled Charges in a Group Folio (Cloud)

      There are several methods available for scheduling automatic charge postings, two of which are "fixed fees" and "extras." However, when both "fixed fees" and "extras" are automatically posted nightly, the "Incidental Charges" option allows you to ...

    • Post a Credit Card Refund on a Folio (Cloud)

      Refunds should match the original payment method for accuracy and transparency. If the initial payment was made by credit card, the refund should also be processed through the same credit card for consistency and easy tracking, ensuring a streamlined ...