Transfer Charges From a Group Folio to a Guest Folio (Cloud)
If a group was not set up correctly or there's a last-minute change in the guarantee type, resulting in charges being posted to the wrong folio, it's possible to transfer charges between the group master folio and individual room folios, and vice versa.
Path: Front Office > Cashiering > Group Account
1. Select In House Groups from the Tools menu on the right.
2. Locate and double click the folio that is needed.
3. Check the "Detail" box.
4. Click to highlight the line item that needs to be transferred.
5. Select Send to send the charge to the individual folio.
Related Article(s)
Related Articles
Transfer Charges from Guest Folio to Group Master Folio (Cloud)
In the event that a group was not initially configured correctly or there is a last-minute change in the guarantee type, which leads to charges being incorrectly posted to the wrong folio, it is feasible to transfer charges between the group master ...
Void Tax on a Guest/Group Folio (Cloud)
When tax appears in a folio, it's often automatically recorded as a secondary fee linked to another code. This tax is categorized as a secondary posting, triggered by a transaction like a Room Charge or a taxable miscellaneous item. Consequently, ...
View Transfer Charges Between Guest's Folios (Cloud) 🎥
? Watch Video When you transfer a charge or a payment from one folio to another, the transaction is recorded, and you can see either where it originated from or where it was sent within the folio. Path: Front Office > Cashiering > Guest Account 1. ...
Check In "Room & Tax"/"All Charges" Group Reservations (Cloud) 🎥
? Watch Video There are three available "Guarantee Types" for a group, and each selection determines how charges will be posted—either individually on each room or collectively on the group master account. When the group is configured to transfer ...
Transfer a Charge Between Guest's Folios (Cloud) 🎥
? Watch Video Transferring charges between folios may be necessary due to billing errors, guest changes, group bookings, different payment methods, guest requests, or special circumstances. It helps maintain billing accuracy and guest satisfaction. ...