The Folio Advanced Search screen allows you to search for folios using multiple criteria and transfer charges from multiple folios to another folio with a single click. The folio advanced search can be opened from menu Other Functionalities -> Folios - Advanced Search.
Search criteria
You can use a wide range of filters to quickly find or review the folios you need. They are divided into to groups:
Folio filters: status (open/closed; paid/unpaid) and type of folio (service folio/deposit folio; base folio/correction folio), creation/closure/voiding dates, users, and more. (1)
Booking filters: company/agent, status, arrival and departure dates, and more. (2)
Beyond simply helping you find and review folios, the search is especially useful when you need to transfer charges.
For example, you can:
Find all open folios for reservations from Company X, arriving between May 1–4.
Select them and transfer their charges to a new company folio in just a few clicks.
Transfer of charges
Once you've loaded the folios, select them and then select 'Transfer charges...' from the dots button on top right:
You will be presented with suggestions where to transfer the charges - to another folio in any of the selected bookings; to another booking from the group (that has the same Reference number, even if not selected); to the company/agent profile/s associated with the booking/s (if any); to the event/s that these bookings are associated with (if any) (3). Alternatively, you can search for other bookings, companies/agents, events (4). Furthermore, you have quick button to select which charges to transfer (5):
All – transfers all charges from the selected folios.
Packages – transfers only charges generated by rate postings.
No City Tax – transfers rate charges excluding city taxes.
- Room Only – transfers only Room and Package revenue group charges.
Extras – transfers manually added charges and POS transfers.
Custom – lets you choose which revenue groups to include in the transfer.
Multi-Column Folio View
Another feature lets you open multiple folios from different reservations in the multi-column view.
With the multi-column view you can:
- Select up to 10 folios from different reservations.
- Open them side by side in a multi-column layout.
- Use tools like Split, Edit, Transfer, etc., to organize charges across several folios or reservations.
