Editing Folio Transactions

After expense and payment transactions are entered into the folio, they become visible on the folio screen. A printout can be generated if needed. If any of these recorded transactions need to be modified, the following methods can be used:

• Refund: Creates a refund transaction for a specific amount or the full transaction amount.

• Discount: Creates a discount transaction for a specific amount or percentage of the transaction total.

• Transfer: Does not modify the selected transactions, but transfers them either to another room or to a different guest within the same room.

• Split: Divides a transaction into two or more parts.

1- Refund

A portion or the entire amount of a transaction recorded in the folio can be refunded by using the Refund action.

2- Discount

In cases where a reservation has been charged less than the actual rate or a discount is to be applied, the corresponding amount can be adjusted directly through the folio. The applied discount can be either a fixed amount or a percentage.

3- Transfer Actions

To transfer transactions from one folio to another reservation folio, use the Folio Transfer action. To transfer transactions to a different folio or to an another guest within the same reservation, use the Guest Transfer action.

After selecting the transactions to be transferred within the folio, choose the target reservation or guest, then execute the transfer process.

4- Divide Transactions

The Split action is used to separate a specific portion of a transaction in order to perform an operation on that portion, or to transfer it to another guest or room.

The splitting process can be performed in two different ways:

• The transaction can be divided into a specified number of equal parts, or

• A specific amount can be separated from the original transaction, creating two separate entries.