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

📆 Revision Date: 12 Dec 2025

To Transfer Charges to a Reservation, House Account, or Group Master.

Single or multiple charges can be selected for one transfer action.

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 charges need to be transferred.
The Reservation Details page opens, displaying the Guest tab by default. Select the Folio tab. A charge can be transferred in 2 ways: Select a Charge and Transfer Drag and Drop	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 one single folio, the screen will open in Full Detail View.
Select a Charge and Transfer - Select the checkbox next to the charge you want to transfer. Click Transfer to proceed. By this you can transfer a charge to another Reservation, House Account or Group or within different Folio of same reservation.
The Transfer Charges window opens. The entire or desired amount can be transferred from the charge. Select Next to continue.
A new Transfer Charge window opens. You can transfer charges to a Reservation, a House Account, a Group Master, or a specific Folio within reservation.
Click Folio the Transfer Charge window opens Select the appropriate Folio where the charges should be transferred. Select Confirm to complete the transfer.
Back on the Folio tab, the transferred charges appear in the selected Folio and are marked with a blue arrow, indicating an transfer. Hover over the blue arrow to view detailed transfer information.
Drag and Drop The same action can be accomplished by using the Drag and Drop feature: Select the checkbox next to the charge you want to transfer. Click on the four arrow icon
Additionally, the action can be accomplished from selecting 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.
Back on the Folio tab, the transferred charges appear in the selected Folio and are marked with a blue arrow, indicating an transfer. Hover over the blue arrow to view detailed transfer information.

Transfer Charge to a Reservation

From the Folio tab of the reservation , Select a Charge and Transfer Select the checkbox next to the charge you want to transfer. Click Transfer to proceed.
The Transfer Charges window opens. The entire or desired amount can be transferred from the charge. Select Next to continue.
A new Transfer Charge popup opens. Select the Reservation where the charge needs to be transferred.
Select the Folio in the chosen Reservation. Select Confirm to continue. Upon completion a “success” notification screen will appear. The Drag and Drop action can also be used in the transfer to a Reservation outside the current one.
Check the corresponding reservation to see the transfer.

Transfer Charge to a House Account

From the Folio tab of the reservation , Select a Charge and Transfer Select the checkbox next to the charge you want to transfer. Click Transfer to proceed.
The Transfer Charges window opens. The entire or desired amount can be transferred from the charge. Select Next to continue.
A new Transfer Charge popup opens. Select the House Account where the charge needs to be transferred.
Select the Folio in the chosen House Account. Select Confirm to continue. Upon completion a “success” notification screen will appear. The Drag and Drop action can also be used in the transfer to a House Account.
Check the corresponding House Account to see the transfer. Find the House Account from the left side menu and search for the relevant account

Transfer Charge to a Group Master

From the Folio tab of the reservation , Select a Charge and Transfer Select the checkbox next to the charge you want to transfer. Click Transfer to proceed.
The Transfer Charges window opens. The entire or desired amount can be transferred from the charge. Select Next to continue.
A new Transfer Charge popup opens. Select the Group Master where the charge needs to be transferred.
Select the Folio in the chosen Group Master. Select Confirm to continue. Upon completion a “success” notification screen will appear. The Drag and Drop action can also be used in the transfer to a Group Master.
Check the corresponding Group Master to see the transfer. Find the Group Master from the left side menu and search for the relevant group