Folio Definitions Tab

The Folio Def or Folio Definitions tab is the third tab on the Stay screen.

The Folio Def tab allows you to add recurring charges, and re-route charges from one folio to another (provided additional folios have been set up under the Shares and Splits tab).  

This tab also shows charges that are being sent to another guest under the Room Allocation feature.

To access a guest's Stay information, select Modify Folio from the Action Bar at the top of the screen,

OR

Select Modify Folio from the Registration section of the Full Menu.

Use the Search screen to generate a list of guests, then click the row of the guest whose stay you want to view. Click the Folio Def tab to activate it.

The information and fields on this tab are divided by sections, each of which is described below.

NOTE:  If the reservation is attached to a Group Block, and folio definitions have been defined on the Group Master's Folio Definitions screen, the post types defined at the group master level are automatically routed to the master regardless of the configuration for those post types on the individual's folio.

RECURRING CHARGES

A recurring charge is a charge you want to automatically post (during the night audit) to a folio with a set frequency (each day, week, month, etc).  

To set up a Recurring Charge:

  1. Click the Add button in the recurring charge area of the screen.  
  2. Select the Posting Type, Amount, and Frequency (daily, weekly, monthly) for the recurring charge.  

The configured charge is automatically charged to the guest's folio during the night audit based on the frequency indicated.

INVENTORY ITEMS

Inventory items are items that can be added to a guests room or stay. Maintenance of the available Inventory Items list is performed through the Housekeeping section of Skyware.

Click Add in the Inventory Items area. On the Room Inventory Items screen, select the appropriate Inventory Item, Description (if edits are necessary), Quantity, Price, and Date Range for which the item is to be added to the room. When finished, click the Save button (Save button).

When you are done adding items, click Stay Record to return to the guest stay record.

ALLOCATING POST TYPES TO A DIFFERENT FOLIO

Each stay record can have an unlimited number of folio "Splits" (set up under the Shares/Splits tab of a stay).  Once additional folios have been set up, they appear in the list located to the left of the main Folio Definitions tab screen.

Using the allocation function along with the configured folios, you can pre-determine what post types (charges) should go to which folio.  

By default all charges go to the "Main" folio.  

To send new postings to a folio other than the Main folio:

  1. From the folio list on the left, select the folio you want the charges to be routed TO (Folio#1, Folio#2, etc).
  2. Click on the Show Add Posting Types button in the Charges Allocated from section of the Folio/Definitions screen.
  3. Use the checkboxes to identify which post types you want to be automatically charged to the folio you are currently viewing (the one you originally opened the folio for). You can use the Select Department drop-down list to filter the posting list by department, and/or the Select All button to select all post types in the Department you are viewing.
  4. When you are finished identifying the appropriate posting types, click the Save button (Save button).  

Once the post types have been allocated to and from a particular folio, they appear in the appropriate allocation lists on the Folio Definitions tab.