How to move charges from one room to another room in PMS?

Modified on Wed, 18 Mar at 11:27 AM

How to Move Room or Extra Charges Between Rooms/Folios

You can transfer room charges or extra charges from one room/folio to another using the Move option available in the Folio Details section.


Steps to Move Charges

1. Access Folio Details

  • Go to Edit Reservation





2. Select Charges to Move

  • Click on Folio Operations

  • Choose the charges you want to transfer

  • Click on the Move option




3. Specify Target Room/Folio

  • Search for the destination room or folio

  • Select the appropriate folio

  • Click on "Search" to confirm




Enable Required Privilege

To allow users to transfer charges, ensure the below permission is enabled:

  • Go to PMS configuration.

  • Navigate to User

  • Click on "Edit User."

  • Open Privileges

  • Under Cashiering, enable “Transfer Item from Folio."

Once this privilege is enabled, the user will be able to transfer items between folios.



  


 


Report Reference

To track or review transferred charges:

  • Go to Audit Trails Report

  • Check under the Move Folio operation





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