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 group’s guarantee type or posting setup was changed after check-in. This article explains how to transfer those individual charges to the group folio in Visual Matrix Cloud.
Path: Front Office > Cashiering > Guest Account
This process works only when both the guest folio and the group folio are in checked-in status. If either folio is checked out, the transfer option will not be available.
Instructions
1. In the Toolbox on the right, select In-House Guests to view all current folios.
2. Find and select the folio of the guest linked to the group reservation.
3. Check the Detail box to display all individual charge line items.
4. Highlight the line item(s) you want to transfer to the group folio.
5. Click Send to transfer the selected charge(s) to the group master folio.
Always select the primary charge (for example, room revenue). Clicking Send will automatically transfer any associated secondary charges, such as taxes, along with it.
6. Confirm that the transferred charge now appears on the group master folio.
(Cashiering > Group Account > In-House Groups > Open the Group > View)
Still Need Help With This Topic?
Ask Yourself:
- Did I select the correct individual folio and highlight the right charge line(s)?
- Did I confirm the charge appears on the group master folio after transfer?
- Is the guest still checked in and linked to the correct group reservation?
Support May Ask You:
- What is the group reservation number or master folio number?
- Which charge or date did you try to transfer?
- Did the “Send” button appear or remain disabled when you attempted the transfer?
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