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  5. Marking a delegate’s accommodation fee as having been ‘transferred’ to a hotel

Navigate to the event’s accommodation report and select the ‘Pending Transfers‘ tab.






Select the hotel(s) that you would like to add transfers for and click the ‘Filter‘ button to show all the delegate’s that can have their event accommodation marked as transferred.
Check the checkboxes on the table to select a delegate’s event accommodation, ready to mark as transferred.


Select the task titled ‘mark as transferred‘ from the task list and click ‘Go‘.

You will have the opportunity to view the breakdown of the transfer amount each delegate will have attributed to them and the total amount that has been transferred to the hotel.



If this information is correct, check the confirm checkbox and click ‘Process‘.

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