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.
- From the OPERA Cloud menu, select Front Desk, and then select In House.
- Search for and open the reservation.
- Click I Want To . . . and then click Billing.
- Click the vertical ellipsis button and select Transfer Posting.
- Under Select a Transfer Scope, select either Entire Folio or Partial/Selected Postings.
- If you select Entire Folio, select either To a Room or From Room(s). Enter the room number and the guest’s name.
- 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.
- Under Select a Transfer Direction, select one of three
options:
- To a Folio Window — select to transfer transactions between folio windows of the current reservation.
- 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.
- 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.
- 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.
- In the Selected Transactions panel, click the vertical ellipsis button and select Search Transactions.
- Enter your search criteria and click Search.
- Select a transaction to transfer and click the down arrow to move it into the selected section of the screen. Click Select.
- Click Transfer.
Parent topic: Transferring Transactions