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Print Folio

Folios will print according to the settings in Setup > Configuration > Folio Setup. When the Allow Summary/Group folios option is unchecked, no prompt box will appear when Print is selected and only the current sub folio selected will print as a detail folio. When the option is checked, a prompt box will appear, allowing you to customize the folio to print.

Folio Print Options

Pick Folio Type​

Detail Folio - This is the default and lists each transaction in display date order.

Summary Folio - Transactions are totaled by account code and a single line item prints for each account code.

Note: The formats of detail and summary folios are selected in Folio Setup.

Group Folio - This format is designed to display charges from multiple folios, for example when multiple room charges have been transferred to a Desk Folio.

Folio Selection​

Select which folio(s) to print. The sub folio A, usually the Master Folio, is selected by default. Sub folios B, C, and D will be displayed depending on if they exist and if they are the current sub folio being viewed. You can also choose to print All Sub Folios.

Print in Audit date order instead of by Display date - Transactions are printed in Audit date order rather than the display date.

Ignore Voids when printing folio - Voids will not be printed when selected.

Print as City Ledger Invoice - If the folio is attached to a direct bill city ledger account, check this option to print the folio as a City Ledger invoice. City ledger payments will be ignored, leaving a balance on the folio. This option is checked automatically for any folios attached to a direct bill company master account if the Default to C/L invoice when printing direct bill option is selected in Setup > Configuration > Folio Setup. If the folio has no Direct Bill number attached, it will then use the Company number instead.

Print Range - To print only a date range from a folio, check this option and enter a Lower and Higher Dates. Check Balance Forward to print the balance of the folio for the dates prior to the date range selected. Use this for long term stays or business travelers who need a folio only for certain dates.

Note: To print a range of dates you must have the Allow Summary/Group folios turned on in Folio Setup.

Displays the folio prior to printing. From this screen you can create a PDF of the folio and save it or email it to the guest. Click here for more information on PDFs and Emailing reports.

Email​

Select this option to create a PDF to email to the guest. The email address from the guests' profile is entered automatically.

Foreign Currency Conversion​

When Show Foreign Currency button on Transaction screen is selected in Setup > Configuration > Guest Ledger, checking Convert to another currency allows you to print the statement in the alternate currency selected. See Foreign Currency for information on entering alternate currencies.