Guest Accounts
Locate In-House Guests (Desktop)
Path: Front Office > Cashiering > Choose Guest Account 1. Click In House Guests on the left side. 2. On the left of the window, the rooms can be sorted by room number or by guest name. 3. On the right of the window, the rooms can be sorted to show ...
View a Credit Card Number from a Folio (Desktop)
? Watch Video Path: Front Office > Cashiering > Guest/Group Account > Open a Folio 1. Click on the Credit Card transaction to display it in the Details Posting at the bottom. 2. Click on View on the right side. 3. In the Credit Card Authorizations ...
Check Out an Individual Folio (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account > In-House Guests If the guest has more than one folio (incidentals), each folio needs to be at 0 before Folio A is checked out. If every folio is balanced, checking out Folio A will ...
Reinstate a Checked Out Individual Folio (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account 1. Type in the room number in the Room # box and select A in the folio drop-down. This will populate the guest who just checked out of the room. 2. Select Reinstate on the folio preview ...
Void Tax on a Folio (Desktop)
? Watch Video Path: Front Office > Cashiering > Guest Account > In-House Guests > Open a Folio When tax appears in a portfolio, it is often automatically recorded as a secondary fee originating from another code. This tax is classified as a ...
Void a Charge/Payment in a Folio (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account/Group Account/House Account > Open a Folio 1. Highlight the line you wish to void. 2. Click Void from the left menu. 3. Enter a Reason for the Void and click OK. 4. The Charge will show ...
Transfer Charges From an Individual Folio to the Group Folio (Desktop)
? Watch Video Path: Front Office > Cashiering > Guest Account 1. Select In House Guests. 2. Locate and double-click the folio that is needed. 3. Click the Checkbox next to Detail. 4. Single-click to highlight the line item that needs to be ...
View Transfer Charges from an Individual Folio to another (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account 1. Access the guest's folio by either typing the room number into the Room # box and using the drop-down to select folio A or select In House Guests on the left to locate the folio. 2. ...
Transfer a Charge from an Individual Folio to Another (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account 1. Type in the room number of each folio and the folio letter you wish to transfer charges between in the Room # and Folio fields. Both folios can be whithin the same room number. 2. ...
Split a Charge in an Individual Folio (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest/Group/House Account 1. Select the line item in the folio. 2. Choose Split on the left. 3. Decide how to split the highlighted item up to 4 different percentages to equal up to 100%. 4. Click OK ...
Print or Email an Individual Folio (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account > Open a folio. 1. Click Print Folio on the left. 2. Check the print and/or the email box. If you manually enter an email, it will not be saved once the email is sent. 3. Click Submit.
Post Room and Tax on an Individual Folio (Desktop) 🎥
? Watch Video Room and Tax is automatically posted during the night audit. Although you have the possibility to manually post (A) this daily charge, you can also add some Room and Tax charges (B) that will not be counted as the daily charge but in ...
Post a Charge/Payment on an Individual Folio (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account 1. Click In House Guest on the left. 2. Click on the room folio. 3. Click View to open the folio. 4. Choose the transaction you want to post from the Detail Posting dropdown at the bottom ...
Adjust a Charge in an Individual Folio (Desktop) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account 1. Select the Line Item that needs adjustment. 2. Override Box: Type in the correct amount that should be posted, before tax. 3. Save Button: Press Save to finalize the override ...