This program allows the user to transfer charges to a different folio (even a different folio of a different reservation) as well as split the charge between folios based on percentage or amount.
One or more items can be split or transferred. The split can be done based on a % per folio, on evenly divided, or on the amount input. Amount input requires an action per item, whereas % and evenly divide (in fact the same as a percentage) can include multiple items.
The amount split is a negative amount for the original folio and a positive amount for the new folio, meaning the amount split is *-1 for the original folio (negative becomes positive).
How To Use Transfer/Split Bill?
- Locate the reservation or folio that you wish to transfer or split the charges
- This function is available at check out and in the accounting function tab.
- Once you found the reservation, go to the accounting function tab and select "transfer/split bill". A new box will pop up.
- If you're at the check-out GUI, select the folio and click the "transfer & Split bill button at the bottom. A new box will pop up. (see image 2)
Checkout GUI
3. The left box will show the selected folio and the list of the charges. Select the charge(s) from the left. On the right, you'll have to search the folio to which you transfer or split the charges. Click transfer
if you want to straightforward transfer the selected charges from the left (folio PH693) to folio (PH244) or click By%. If you chose by percentage, you'll have to enter the percentage in the percentage column.
If you chose by amount, you'll have to enter the amount in the amount column or you can also select "evenly" and it will be transferred or split evenly. Click Submit when done.
