Access the Reservation:
- Navigate to Front Office.
- Select the desired reservation.
Initiate Balance Transfer:
- Click on Edit Transaction.
- Go to the Folio Operations tab.
- Click on More.
- Select Transfer.
Select Destination Folio:
- Click on Select (Destination Folio).
- If the folio is visible, click Select.
- If not, search for the folio using the provided criteria.
Confirm Transfer:
- After transferring, a success message will appear.
- After transferring, a success message will appear.
User Privileges Required:
- Ensure the following privileges are enabled:
- Transfer Charges Between Folios
Report : We can refer to the Audit Trail report without selecting any option so we can see the details at Operation: Balance Transfer

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