A quick way to transfer a guest’s charges between folio windows is to use drag and drop functionality. This method does not let you split charges when transferring. You can also drag and drop a transaction from the current reservation to a different reservation.
- From the Billing screen, click Move Charges and then select either the Windows option or select the Other Reservations option.
- Windows — select this option to transfer the transaction to another window within the current reservation.
- Other Reservations — select this option to transfer the transaction 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.
- If you select the Windows option, click the window from which you want to move a transaction. From the table listing transactions for the window, click the transaction you want to move and drag and drop it to another window. The transaction moves into the new window. The balance in both windows updates to reflect the change.
- If you select the Other Reservations option, click the Add a reservation link to search for and add a different reservation to the Move Charges panel. Click the transaction you want to move and drag and drop it to the reservation in the Move Charges panel. The balance on both reservations updates to reflect the change.