How to Route "Room Charges Only" to an Account Folio

You can Route "Room Charges Only" to an Account Folio by following these steps:

1. Locate the reservation

• The reservation will default to the Details tab

• Click the pencil on the top right corner in the Guest Info section
• Add the account you're routing the reservation's room charges to

• Two notifications will pop requesting your confirmation
• Select YES to both

• The account is now saved onto the guest's reservation

2. Now lets move over to the Folio(s) tab

• Select Folio Options

• Under Charge Routing ,select the routing instructions to " Room Charges Only"
  • Note - the selections under Options only applies to properties that have interfaces
    • If your property has interfaces - ensure the appropriate restrictions are on/off
• Click Save

3.   Once the guest is ready to depart and you're in the Folio(s) page

• Select the line item you are applying the routing to
• Select Apply Routing
• A pop up will appear confirming the applied routing
• Select OK
  • Note: You must apply routing first before checking the guest out. If not then all charges will be billed to the guest folio
  • Note: If you accidentally apply routing to an incidental, the system will not move the incidental item over because of the routing instructions applied

•  Only pending items (items that haven’t been posted yet) will be moved to the account folio when charge routing is applied. The icon of the clock means an item is pending and is not posted

• The line item has now moved over to the account.
  • You are able to verify it's success by clicking the folios drop down and selecting the account's folio within the guest's reservation

4. When the room charges have been successfully routed to the account

• Select Save
• Selecting Save now locks the reservation from being able to apply routing again so ensure all is correct with the bill prior to saving the information
• Now you are able to check the guest out as the bills are split accurately

5. To check out the reservation

• Select Pay on the Guest Folio
• Collect the guest's method of payment, then click Pay to settle their bill
• Select Save

• Now select the Account's Folio 
  • Select the Account as the Payment Method
  • Select pay to settle the account's folio
  • Select Save

Now you are ready to check the guest out!

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