Route Charges to a Reservation, House Account or Group Master .ng -v2

Revision Date: 2026-09-21

Charge Routing Setup controls where charges post for a reservation. Instead of every charge landing on the guest's default folio, you can:

Send specific charge categories to another folio within the same reservation (for example, room and tax on Folio 1, incidentals on Folio 2).
Send charges outside the reservation, typically to another guest, a master or company account, or another booking.
Do the same at the individual charge type level for finer control.

Common use cases:

Company pays for room and tax, and the guest pays for incidentals
Split billing between two guests sharing a room
Group or master account billing
Keeping personal expenses (phone, beverage, club lounge) off the main folio

Select In House tile on the Dashboard. You can also search for in-house reservations using the options in the left-side menu.
The In House listings page will load. Select the reservation from which the charge category needs to be routed.
The Reservation Details page opens, displaying the Guest tab by default. Select the Folio tab. Within the Folio, select the Charge Routing Setup as highlighted shown in the image. Note: the folio screen automatically adjusts to the most efficient layout. If a reservation contains multiple folios, the screen defaults to Side-by-Side View. If there is a single folio, the screen will open in Full Detail View.
The Folio Setup / Charge Routing Setup screen will open, displaying all charge type categories linked to the reservation. Note - Routing Profiles is a permission based feature. The profiles can be property specific - created and defined at the property level. Not all users will have access to utilize the feature.
Internal Routing Use internal routing to route charge category between folios within the same reservation. Option 1: Select the Routing Profile that includes the charge categories that need to be routed to the desired folio. In the example, check the routing profile ROOM (which includes 9 charge categories) to be routed to Folio 2. Note - Routing Profiles is a permission based feature, the profiles can be property specific and created at the property level. Upon completion a notification screen will appear “Success.Routing Profiles Applied Successfully”
Option 2: Manually select the charge category and assign the chosen folio for the charges. Click the dropdown located to the right of the Charge Category and select the appropriate Folio on the current reservation.
The routed charge category can be now seen in Folio 2. Pro-Tip: Click on full detail view for better visibility.
External Routing Use external routing to route charges outside (by charge category) to another reservation outside of the current one. Select the routing profile or individual charge category that needs to be routed. You can route an entire folio (with all nested charges) or route only a single charge. Click Next to confirm.
Use external routing to Route outside by charge types Use Search to find a charge type quickly. Tick the charge types to route. Click Next, then confirm the destination Charge types are grouped under their parent category. For example: ROOM RENT: No Show Room Rent, Room Rent, Room Type Change CITY TAX: City Contribution Tax MISC CHARGE: ADDITIONAL ROOM RENT, Breakfast 45, and others
Choose the destination reservation where the Charge should be routed. ex - Here another Reservation is selected Click Next to confirm.
Select the appropriate folio for routing the charge. Then click Confirm. Upon completion a notification screen will appear “Success. Charge Routing done successfully”
The routed charge(s) can be seen in the Folio Setup / Charge Routing Setup screen or on the Reservation where the charge is routed.
Drag and Drop The same action can be accomplished by using the Drag and Drop feature: Select the charge type(s) from those listed on the folio, as seen in the image. Click on the charge type(s) to initiate the four arrow icon
Drag the charge to the desired Folio in the same reservation or to another folio outside the reservation, to a House Account or Group Master, and drop.

Charge Routing Remarks and Indicator

If both Charge Categories and Charge types are present.Charge Categories are listed first, followed by Charge Types.
Hover over the indicator to see exactly where the charges are being sent: Reservation: Shows room number & guest name (e.g., "Routed to Room 101, John Doe, Folio 1"). Group Master: Shows the group's name (e.g., "Routed to Group, Wedding Block, Main Folio"). House Account: Shows the account name (e.g., "Routed to House Account, Restaurant POS, Folio 2").
Removing specific routing rules immediately removes those items from the Charge Routing Remarks tooltip.
If all routing rules (Categories and Types) are removed, the indicator icon will disappear immediately. Note: Adding new rules or restoring previous ones will immediately reinstate the indicator icon with the updated tooltip details.
The routing indicator appears only on the sending folio. Destination folios will not display this icon. Routing will still be successful even if a specific Charge Type is sent to a destination folio that lacks the corresponding parent Charge Category. Example: If "Parking" (which falls under the "MISC" category) is routed to a folio without a "MISC" category, the charge will route successfully, and the indicator will still display correctly on the sending folio.