Guest Folios
This page describes the Guest Folios report in the Hotel module.
---
The Guest Folios report is a list of Guest Accounts (Folios) listing any Items that have not been invoiced yet. These Items will include Room charges, Package Items, Repetitive Items and any other Items.
When printed to screen, the Folio Journal report has the Standard ERP drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on a date in the report to open an 'Account Item: Inspect' window containing the details of a single Item that has been posted to a Guest Account. Here you can edit the Item or delete it. Please refer to the 'Moving, Changing and Removing Charges and Items from Guest Accounts' section on the Adding and Managing Items on Guest Accounts (Folio Items) page for more details about this process.
- Customer
- Paste Special
Customers in Contact register
- If you need the report to list the Items that have been added to the Guest Account of a particular Customer and that have not been invoiced yet, specify the Contact Code of that Customer here. This could be the Customer, Agent or one of the Guests in a Reservation.
- Customer Class.
- Paste Special
Contact Classifications setting, CRM module
- If you need the report to list the uninvoiced Items that have been added to the Guest Accounts of Customers with a particular Classification, specify that Classification here. If this field is empty, Items added to the Guest Accounts of all Customers, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, only Items added to the Guest Accounts of those Customers featuring all the Classifications that you list will be included. If you enter a number of Classifications separated by plus signs (+), Items added to the Guest Accounts of Customers featuring at least one of the Classifications listed will be included. If you enter a Classification preceded by an exclamation mark (!), Items added to the Guest Accounts of Customers featuring any Classification except the one listed will be included.
- For example:
- 1,2
- Includes Items added to the Guest Accounts of Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).
- 1+2
- Includes Items added to the Guest Accounts of Customers with Classifications 1 or 2.
- !2
- Includes Items added to the Guest Accounts of all Customers except those with Classification 2.
- 1,!2
- Includes Items added to the Guest Accounts of Customers with Classification 1 but excludes those with Classification 2 (i.e. Items added to the Guest Accounts of Customers with Classifications 1 and 2 are not included). Note the comma before the exclamation mark in this example.
- !1,!2
- Includes Items added to the Guest Accounts of all Customers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Includes Items added to the Guest Accounts of all Customers except those with Classifications 1 and 2 (Items added to the Guest Accounts of Customers with Classifications 1, 2 and 3 will not be included).
- !1+2
- Includes Items added to the Guest Accounts of Customers without Classification 1 and those with Classification 2 (Items added to the Guest Accounts of Customers with Classifications 1 and 2 will be included).
- (1,2)+(3,4)
- Includes Items added to the Guest Accounts of Customers with Classifications 1 and 2, and those with Classifications 3 and 4.
- 1*
- Includes Items added to the Guest Accounts of Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Includes Items added to the Guest Accounts of Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Includes Items added to the Guest Accounts of Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Includes Items added to the Guest Accounts of Customers with Classifications beginning and ending with 1.
---
Go back to:
Introduction to Reports in the Hotel Module
