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Charge Transfer

Overview

Charge Transfer is an account action that allows you to move selected charges from one account to another.

You can transfer individual charges using one of the following methods:

  • Searching for in-house accounts
  • Selecting from related accounts
  • Entering the specific destination account number

Charges that are not eligible for individual transfer will still appear in the transaction list but will be grayed out or unavailable for selection.

Once transferred, each charge will automatically include a comment indicating the originating account, ensuring clear audit trails and accurate recordkeeping.

✎ Please Note: Some Users may not see or have access to the functions mentioned in this article. 
CLICK HERE to find out more.

 

Charge Transfer

  1. Navigate to Accounting > Quick Account Access.
    Screenshot of a reservation account in RMS showing existing charges and the Charge Transfer option used to move selected charges to another account.
     
  2. Enter the Reservation Number or Account Number and click Go to Account.
    Screenshot of the Charge Transfer window in RMS showing fields to select the destination account and choose which charges to transfer.
     
  3. Proceed to the Transfer Menu.
  4. Choose Charge Transfer.
    Screenshot of the Charge Transfer confirmation screen in RMS listing the selected charges and the total amount to be transferred.
     
  5. Check the boxes next to the Charges you want to transfer.
  6. Select or enter the Destination Account Number.
  7. Click Transfer to initiate the process.
    `Screenshot of the destination account in RMS after the transfer, showing the incoming transferred charges posted to the account.``
     
  8. Confirm the transfer by selecting Yes.
    Screenshot of the original account in RMS after the transfer, showing the charges removed or adjusted with references to the charge transfer.
âš  Important: Charges that cannot be transferred individually will still appear in the transaction list but will be unavailable for selection and will not be moved to the destination account. All transferred charges will automatically include a comment indicating the original account from which they were moved, ensuring clear traceability.
Screenshot of a sample statement in RMS showing transferred charges itemised with descriptions, dates and amounts for the guest or debtor.
✎ Please Note: Once a charge has been transferred, the original charge will display as Void against the transaction in internal RMS reports, including the Audit Trail Report (Reports > Accounting > Audit Trail). This is expected behaviour and confirms the charge has moved to the destination account. The Void status does not appear on guest-facing documents such as Receipts, Tax Invoices, or Statements.

 

 

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