Transferring Guest Folio Postings

Use Transfer Posting to transfer entire or partial postings to different windows within a guest’s folio or to another guest staying at the property.

1. From the OPERA Cloud menu, select Front Desk, and then select In House.
2. Search for and open the reservation.
3. Click I Want To . . . and then click Billing.
4. Click the vertical ellipsis button and select Transfer Posting.
5. Under Select a Transfer Scope, select either Entire Folio or Partial/Selected Postings.
   1. If you select Entire Folio, select either To a Room or From Room(s). Enter the room number and the guest’s name.
   2. If you select Partial/Selected Postings, select To a Folio Window and choose the window, or select either To a Room or From Room(s). If you select the room options, enter the room number and the guest’s name.
6. Under Select a Transfer Direction, select one of three options:
   1. To a Folio Window — select to transfer transactions between folio windows of the current reservation.
   2. To a Room — select to transfer transactions from the current reservation to a different reservation . This option is only available to users who are granted the Manual Transfer of Transactions Between Reservations task under the Financials group.
   3. From Room(s) — select to transfer transactions from a different reservation to the current reservation. This option is only available to users who are granted the Manual Transfer of Transactions Between Reservations task under the Financials group.
7. Under Split Options, select one of three options: Do not split, Amount, Percentage, or Quantity. Enter an amount or percentage if you selected either Amount or Percentage.
8. In the Selected Transactions panel, click the vertical ellipsis button and select Search Transactions.
9. Enter your search criteria and click Search.
10. Select a transaction to transfer and click the down arrow to move it into the selected section of the screen. Click Select.
11. Click Transfer.