Group Bookings: How do I manage folio charges on group bookings?
Posted by Jesse Chieppa on 26 Oct 2009 10:30 AM
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Groups often want to manage charges between the group folio and individual folios. For example, you have a new group for a wedding and the parents of the bride have agreed to pay all the rooming charges for the wedding party, but all other incidentals are to be covered individually. To automatically post charges to certain folios in a Group, use the "Charge To" setting.This setting is located in the Booking Data tab of the Group Booking and in the Group Booking Wizard. This setting has three options:
You can also make folio policy changes to a single individual booking within the group without effecting the rest of the group. To do so load the individual booking in question, click on Folio tab and click Folio setup. Changes you make here will only effect the folio policy for that individual booking. To move a transaction from one booking to another booking, there must be a transaction created in the original booking folio and a corresponding transaction created in the new booking folio. This is a different function than just transferring a transaction to a new folio in the same booking or between folios in a Group. If you need these functions, see Group Folios | Transfer Transactions and Group Folio | Transfer Deposits For better record keeping we recommend creating a Receipt Type called Transfer Payment.All of the transactions using this Receipt Type will be grouped together on your reports. By using Transfer Payment in both transactions, there will be corresponding negative and positive transactions in the same Payment Type. These two amounts balance each other out and you have effectively moved a payment between bookings.To set up a new Receipt Type, go to SETUP | PARAMETERS | RECEIPT TYPES For detailed instructions on transfering payments, see Group Folios | Transfer Transactions in our online manual | |
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