Post a Transaction on a Group Folio (Cloud) 🎥

Post a Transaction on a Group Folio (Cloud) 🎥

🎥 Watch Video
When you manage a group booking in Visual Matrix Cloud, the Group Master Folio collects all charges and payments for the group as a whole. Posting transactions directly to the group folio ensures accurate billing, proper accounting, and a simplified check-out process. If any Room and Tax charges should be billed to the group, they are automatically transferred from each guest folio to the group folio based on the group’s Guarantee Type setting — either All Charges or Room & Tax. This automated process ensures consistency across all related folios and reduces manual work.
Path: Front Office > Cashiering > Group Account

Instructions

1. In the Toolbox on the right, select In-House Groups to display current group folios.
2. Select the group folio and click View to open it.



3. In the Detail Posting section at the bottom of the folio, select the correct transaction code for the charge or payment you intend to post.
4. Enter the amount and click Save.



Still Need Help With This Topic?

Ask Yourself:
- Did I open the Group Account and select the correct group folio?
- Did I choose the correct transaction code (charge or payment) in Detail Posting?
- Did the amount post correctly and reflect on the group folio balance?

Support May Ask You:
- What is the group reservation number or group folio number?
- Which transaction code did you use and what amount did you enter?
- Was the group folio open and in-house at the time of posting?

Transfer Charges From a Group Folio to a Guest Folio (Cloud)

    • Related Articles

    • Post a Charge or Payment to a House Account (Cloud) 🎥

      ? Watch Video A House Account is used to record charges and payments that aren’t tied to a specific guest room or reservation — for example, restaurant charges, meeting room rentals, or staff expenses. Posting directly to a house account in Visual ...

    • Retrieve an Old Group Folio (Cloud) 🎥

      After a group has checked out, its folio moves to the archive. If you need to review or adjust charges for a past group stay, you can retrieve the old group folio in Visual Matrix Cloud — provided the record has not been purged. This feature is ...

    • Transfer Guest Charges to a Group Folio (Cloud)

      When a guest who belongs to a group reservation has charges posted to their individual folio instead of the group master folio, those charges must be transferred to keep group billing and accounting accurate. This situation often occurs when the ...

    • Check Out a Group Master Folio (Cloud) 🎥

      ? Watch Video At the end of a group’s stay, you’ll use the Group Master Folio to finalize billing and close the group account. Checking out the group folio in Visual Matrix Cloud ensures all balances are cleared and all charges are correctly ...

    • Transfer Charges From a Group Folio to a Guest Folio (Cloud)

      When a charge has been posted to a Group Master Folio that actually belongs to an individual guest, it can be transferred to the guest’s folio without needing to repost it manually. This process ensures that each guest’s folio reflects the correct ...