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

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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.
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The In House listings page will load.

Select the reservation from which the charges need to be transferred.
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The Reservation Details page opens, displaying the Guest tab by default.

  • Select the Folio tab.


A charge can be transferred in 2 ways:
Screenshot 2026-01-20 at 6.12.22 PM.png
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.
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The Transfer Charges window opens.

The entire or desired amount can be transferred from the charge.

  • Select Next to continue.
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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.


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Click Folio the Transfer Charge window opens

Select the appropriate Folio where the charges should be transferred.

  • Select Confirm to complete the transfer.
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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.
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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 Screenshot 2026-01-20 at 6.38.55 PM.png

image-20260120-101318.png


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 Screenshot 2026-01-20 at 6.38.55 PM.png

Screenshot 2026-01-22 at 8.29.30 PM.png


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.
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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.
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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.
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The Transfer Charges window opens.

The entire or desired amount can be transferred from the charge.

Select Next to continue.
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A new Transfer Charge popup opens.

Select the Reservation where the charge needs to be transferred.
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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.
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Check the corresponding reservation to see the transfer.
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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.
image-20260120-110141.png

The Transfer Charges window opens.

The entire or desired amount can be transferred from the charge.

Select Next to continue.
image-20260120-110213.png

A new Transfer Charge popup opens.

Select the House Account where the charge needs to be transferred.
image-20260120-120535.png

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.
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Check the corresponding House Account to see the transfer.

Find the House Account from the left side menu and search for the relevant account

image-20260120-124234.png


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.
image-20260120-110141.png

The Transfer Charges window opens.

The entire or desired amount can be transferred from the charge.

  • Select Next to continue.
image-20260120-110213.png

A new Transfer Charge popup opens.

  • Select the Group Master where the charge needs to be transferred.
image-20260120-124743.png


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.
image-20260120-124853.png


Check the corresponding Group Master to see the transfer.

Find the Group Master from the left side menu and search for the relevant group
image-20260120-125308.png