Folio Wizard

Use the Folio Wizard screen to move folio postings to the appropriate folio, within a single guest or master account. Once folio postings are moved, the folio balances for the affected folios are updated. You can invoke this screen by clicking Folio Wizard in the following areas:

  • The Folio tab of a guest stay record.
    Note: The option is not available for guest stay records in waitlist status.
  • The Folio page of a check-in or check-out in record view.
  • Right-clicking a guest stay on the Room Plan screen.

The Folio Wizard screen displays a row header for each folio (guest folio, incidental folio, A/R folio, Folio 4, Folio 5, and the accounting folio) with the postings belonging to each folio grouped below its header. The system only shows a grid of Folio Type codes that are set to Active status in the Global Codes screen.

Note: 
  • If the deposit has not been transferred automatically during Check In and the destination folio is not defined, the Folio Wizard screen enables you to select the folio for a Deposit Transfer. The Un-transferred Deposit amount is displayed on the header of the Folio Wizard screen.
  • If you perform a Check Out or payment posting to an account with Deposit waiting to be transferred, and if the account status is Active or Inhouse, the Folio Wizard screen displays the ‘Select the folio for Deposit Transfer’ message. The transfer option is enabled for all folios with un-invoiced charges.
  • After you select the folio for a transfer, the deposit gets transferred to the folio. Deposits for which destination folio is not defined, get transferred to the selected folio.
  • The guest currency for a folio balance is defaulted based on the selected rate plan.
  • By default, the value of the Folio Balance in Guest Currency field is displayed in property currency.

The following are the main activities that you can carry out on the page:

  • Click on a row header and sorts the results of that folio by ascending order and then descending order if the header is clicked again.
  • Select a folio posting and drag it to another folio.
  • Select multiple folio postings by pressing the CTRL key or Shift key and clicking on the postings to move.
  • Hover over the Folio Has Settlement icon to view settlement details.
  • You can click the Post Charges icon to post charges directly, for the selected folio type, using the Post Charges window.
  • You can click the Post Payment icon to post payment directly, for the selected folio type, using the Post Payment window .
  • You can click the Payer icon to add or modify the payer details, using the Payer window, for the selected folio type. When the Separate Tax Invoice check box is selected for a Pending line on the Tax Invoice tab the application opens separate Payer window for each payer.