Transfer Charges from Group Folio to 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 billing while maintaining accurate accounting for the group. The transfer is especially useful if the Guarantee Type or billing setup for the group changes after check-in.
Path: Front Office > Cashiering > Group Account
Both the Group Folio and the Guest Folio must be in Checked-In status for this process to work.
Instructions
1. Click In-House Groups in the Toolbox on the right.
2. Locate the group folio and double-click it to open the preview screen.
3. Check the Detail box to display all transaction line items.
Selecting Detail expands the folio view to display every individual transaction line and shows where each charge originated. This helps you identify which charge needs to be transferred and where it will be sent.
4. Click to highlight the line item that needs to be transferred.
Only primary charges—such as Room Revenue—can be transferred. Secondary postings, like taxes or automatic fees, are linked to their primary charge and cannot be transferred on their own.
5. Click Send to move the selected charge to the appropriate Guest Folio.
Still Need Help With This Topic?
Ask Yourself:
- Did I open the correct Group Folio and check the Detail box?
- Did I select the correct primary charge to transfer?
- Are both the Group Folio and the Guest Folio in checked-in status?
Support May Ask You:
- What is the Group Name or Group Reservation Number?
- Which Guest Folio (room number and letter) did you transfer the charge to?
- Was the Send button available, or did it appear disabled?
- What transaction code was transferred?